Business Development Growth and Strategy Consultants: 35

The Young Entrepreneurs' Organization is a volunteer group of business professionals, all of whom are under 40 years of age and are the owners, founders, co-founders, or controlling shareholders of a company with annual sales of (US) $1 Million or more. The YEO's objective is to support, educate and encourage young entrepreneurs to succeed in building companies and themselves. To learn more about how we are striving to be the premier, peer-to-peer global network, community and resource for entrepreneurs, choose any of the following options.

Brent Coker, PhD, is an Online Consumer Psychologist, researcher, and lecturer of Marketing at the University of Melbourne. He has a PhD in Electronic Commerce (“Predicting Internet Purchase Intention”). 

For the past decade, Dr. Coker has been researching why ideas spread, and what causes people to share. In 2011, he developed the 'bump' algorithm that predicts the spread of memes and video ads, and a few years later, wrote a book to summarize what he learned about Viral Marketing. The WH Smith Heathrow chart topping book, Going Viral is the culmination of a seven year study on the psychology of building a strong brand and customer engagement. For more information, view his Masterclass on Viral Marketing – “ "Virology".“

Dr. Coker founded the dot-com “Fernland” in 1998, and is currently founding director of Deloosh. – a technology and market research company. He is also inventor of the web analytics tool “webreep” Webreep Model,) which was the first web app to detect and measure website dissatisfaction, and more recently the founder of Wear Cape, – an influencer marketing agency. 

Keynotes and Public Speaking - Dr. Coker has been serving as a keynote speaker for years. He has delivered speeches to  such as entities as NASA, IBM, CPA Australia, and Oticon, and Qantas on subject including word of mouth, viral marketing, and online branding.

Dr. Brent Coker on Stage

View Dr. Brent Coker's Expert Witness Profile.

Avinash Vashistha has dedicated his career to the unique requirements of the Global Outsourcing Market. His background and understanding of the practices surrounding Offshore Markets provides clients with a custom offshoring strategy, supplier / build mapping, favorable pricing, reduced risk, successful transition and sustainable performance contracts that address issues unique to offshore delivery.

Mr. Vashistha has evaluated and conducted due diligence on over 200 supplier firms, including companies in India, Russia, China, Philippines, Malaysia, C&E Europe, US, Canada, UK, Ireland and Vietnam. He has directed sourcing assessments, IT and BPO / KPO sourcing transactions and executed program governance models realizing $6 Billion in savings for clients. Avinash also developed significant expertise in the areas of R&D, Technology, Human Resources, Finance and Accounting, Analytics, Investment Research, claims processing and other domain specific voice and back office business processes. Mr. Vashistha has been a strong proponent of well-qualified, but lesser known tier-two suppliers in the competitive sourcing process.

Thought Leader: His opinions are sought and recognized by worldwide organizations and conference organizers such as IDC, NASSCOM, CITEM, C-Level, Private Equity Conference, the Indo-American Chamber of Commerce, CII, SBPOA and IAOP. Leading media conglomerates such as the Wall Street Journal, Financial Times, Time, The Straits Times, The Business Times, USA TODAY, CNN, CNBC, Forbes, Business Week, Bangkok Post, NDTV, Times Group, Business Standard and Cyber Media have featured Avinash extensively. He has been recognized by HRO Today as ‘HRO Superstar’ for 2006 and 2007 in the category of thought leaders and advisors on outsourcing. He has also been recognized as ‘FAO Superstar’ for 2007.

Eric Kimberling, MBA, is one of the most recognized and respected independent Enterprise Resource Planning (ERP) systems experts in the world, giving 100% unbiased advice to clients for more than 20 years.

Throughout his career, Mr. Kimberling has helped hundreds of high-profile enterprises worldwide with their ERP initiatives, including Nucor Steel, Petro Masila, the Yemen Government, the City of Charlotte, NC, Fisher and Paykel Healthcare, Kodak, Samsonite, Coors, Boeing, Duke Energy, Filson, and Lucent Technologies, and the Alaskan Native Tribal Health Consortium, to name a few. 

Mr. Kimberling has helped manage ERP implementations and reengineer global supply chains in countries as diverse as China, India, Singapore, Hong Kong, Australia, New Zealand, South Africa, Lebanon, and the United States. He has won numerous industry awards for his experience and contributions, including Supply Chain Pro to Know and Best Independent ERP Blog award from ERP Focus.

Consulting Services:

ERP Software Selection SAP, Oracle, Microsoft Dynamics, Epicor, Infor, and other ERP Systems Organizational Change Management Implementation Project Management Independent Verification and Validation

Project Recovery Merger and Acquisition Business Integration via Strategic Planning Business Process Reengineering Six Sigma Enterprise Strategy

Mr. Kimberling has dedicated himself to giving keynote speeches at industry conferences and universities worldwide, and has been quoted in thousands of articles in newspapers, magazines, and books, including the Wall Street Journal, CIO Magazine, and Fortune. He has authored, published, and presented more than 50 ERP articles and white papers, and is the author of Panorama’s series of ERP Reports, quoted in dozens of publications per year. He is also the author of the acclaimed book, “Lessons from 1,000 ERP Implementations.”

Mr. Kimberling holds an MBA with an emphasis in operational strategy and a Bachelor of Science in business administration from Daniels College of Business at the University of Denver. He is also Six Sigma certified and a certified practitioner of multiple ERP solutions, including SAP, Siebel, Oracle, Microsoft Dynamics, Epicor and Infor, among others. He has won numerous industry awards for his experience and contributions, including Supply Chain Pro to Know and Best Independent ERP Blog from ERP Focus.

View Eric Kimberling's Expert Witness Profile.

Leo A. Wrobel has earned broad notoriety and acclaim as an author, technologist, speaker, and Mayor (former) for over 30 years. Leo is a principal at Dallas-based b4Ci Inc. and is a nationally known Business Resumption Planning and Disaster Recovery expert. 

Leo and his team have served as advisors to Boards of Directors for businesses of all sizes and types. His seasoned advice can save money now and make money later. His team has included the founder of Qwest, Director of the US Mint, Chief of Staff to the Chairman of the Texas Public Utility Commission, the President of Fidelity Telecommunications, and more.

Speaking Engagements:
An engaging speaker, Leo has a dynamic presence and a passion for perfection. Rest assured your audience will stay awake as this energetic speaker makes the complicated simple, and conveys even the most abstract technical concepts in a fun and lighthearted manner! Leo has published 12 books and 800 trade articles and has lectured worldwide including Tel Aviv Israel, Santiago Chile, and most recently as a guest of the Chinese Academy of Sciences in Beijing. Wrobel has also extensively supported legal teams in Disaster Recovery and telecommunications cases. 

Praise and Accolades for Leo A. Wrobel: 

As a Seminar Host:

• Very knowledgeable. Ready to explain and eager to hear questions. Excellent.
• "Presentation skills were very effective and no question was a dumb question."
• "Good anecdotes and real-life examples, Excellent."
• "Leo adapted the course to fit our needs."

As a Consultant:

• "You have us pegged. Your methodology is perfect, don't change it." - CIO of $76 billion financial services company

Five Stars on Amazon.com!

• "Disaster Recovery Planning for Communications and Critical Infrastructure is a scholarly examination of how the vulnerabilities in modern-day infrastructure can best be protected from threats such as terrorism and natural disasters. Authors Leo A. Wrobel and Sharon M. Wrobel, both highly skilled professionals in the field, cover the technologies that can help spread the word quickly when things go wrong, how to set up procedures for "4Ci" (Command, Control, Communications, Computers, and Intelligence), the basics of a solid emergency response plan, templates for assessing the weaknesses of everything from hospitals to power grids to large business enterprises, "first alert" procedures, and much more. A scholarly, well-researched text featuring cutting-edge, life-saving preparation measures, Disaster Recovery Planning for Communications and Critical Infrastructure is an absolute must-have for disaster recovery planners and experts, and anyone else responsible for planning for worst-case scenarios. Highly recommended."

See more Wrobel books at link above or order at www.4ci.us.

View Leo Wrobel's Expert Witness Profile.

Rod Tasker specializes in Payment Services, Transaction Banking, and e-Commerce. He has over 20 years of experience working for major banks in strategic and business planning and cradle to grave product management, including business cases, feasibility, piloting, commercialization, and retirement. Mr. Tasker consults in strategic management and innovative solution delivery in the banking and finance industry. His achievements in Australia and internationally include:
     - Leading a team of 25 people in developing an internet payment service
     - Developing an enterprise Sales and Service architecture for a major bank
     - Developing an international payments business architecture & operations strategy for a major bank
     - Obtaining consensus amongst a consortium of 15 global banks for the strategic vision and plan for implementing B2B international ePayments
     - Developing a variety of e-Banking and e-Payment products and services
     - Building a payments business from start-up as CEO

Areas of Expertise:

Payments e-Commerce Transaction Banking Identity Services

Product Development / Product Management Piloting Commercializing Business and Strategy Formulation

Consulting Services - Mr. Tasker is engaged by companies that offer payment services as products or services, or for whom payments are "strategic" or "core," for example, insurance companies, exchanges, retailers, and investors wanting to evaluate payment business acquisitions, mergers, or funding opportunities. His services include:

Strategy Formulation Business Planning Profitability Improvement Change Management

Program and Portfolio Management Regulatory Compliance Risk Analysis Ventures / Mergers & Acquisitions

Swenson Consulting offers Snow Removal Services and developed its own proprietary snow operations software and can help business owners who desire to build or maintain a software package to assist their snow operations. They offer general business advice for many different types of situations including:

• Growth Development and Strategy for Snow Removal Businesses
• Diversification of Snow Removal Business Services
• Effective Collection of Invoicing for Snow Removal Businesses

Principal, Jeremy Swenson, CSP, has satisfied requirements by SIMA (largest nationally recognized snow and ice trade organization-Snow and Ice Management Association) to become a Certified Snow Professional. There are less than 250 CSP’s in the USA.

Mr. Swenson owned and operated Snowmen, one of the largest snow and ice management companies in North America for over 20 years. He has obtained Security Clearance and is trained for onsite snow operations at the IRS Regional Headquarters, FBI Headquarters, Department Of Treasury Buildings, and many types of Airport, Railroad, Organ Transplant Centers, and Medical facilities. He stays current with the modern methods and systems used today in snow and ice removal operations, procedures, equipment, contracts, and is very familiar with the types of de-icers used in the snow removal industry today. He has successfully navigated hundreds of slip and fall accidents and snow removal-related incidents. After overseeing thousands of commercial accounts over the years, he has worked through almost every issue that is relevant to a snow removal operation in the industry.

View Jeremy Swenson's Expert Witness Profile.

Sunset Consultants is an Architectural and Engineering Management firm that provides professional strategic planning and management consulting services for various entities, including those that need help with planning or architectural projects. Sunset's clients include well-established design firms and new professionals learning the basics of running an independent business. Sunset provides the following services:

Project Management Profit and Loss Analysis Business Development

Merger and Acquisition Analysis Sales and Marketing Advice Strategic Planning

Principal, David J. Brotman, FAIA, is an accomplished Senior Executive with a proven career and solid experience in all aspects of Architectural and Engineering Firm Management. Mr. Brotman's skills include all facets of Architectural Practice. His worldwide, multi-million dollar project experience includes retail, office, hotel, institutional, and mixed-use. 

Mr. Brotman has a successful track record and expert qualifications in improving quality of work, market share, delivering strong revenue, and profit gains. His experience encompasses start-up, turnaround, high-growth, and multi-national operations. David Brotman holds a reputation among colleagues, subordinates, and associates for creative imagination, vision, team building, and leadership skills. He specializes in envisioning an end-result, then leading a management team to realize that result with marked improvements along the way.

 View David Brotman's Expert Witness Profile.

J. Armand Musey, CFA, JD/MBA, founder and president of Summit Ridge Group, LLC, provides consulting services for the Satellite, Media and Telecommunications Industries including business appraisal, intangible asset valuation, strategic consulting, custom research. 

Mr. Musey is a highly regarded financial analyst with expertise in Asset Valuation, Business Valuation, Financial Analysis of Economic Damages and Financial Scenario Analysis. He also has significant experience in corporate governance and investment research practices. Mr. Musey's clients include media and communications companies, institutional investors, law firms and other professional services providers. 

Mr. Musey has a unique blend of 16 years of equity research (top-ranked sell-side analyst), investment banking and consulting experience. He has completed dozens of financial valuation, strategy analysis, business development and business plan creation assignments in the communications industry. He has experience in 18 financing and M&A transactions. 

Valuation:

• Transactional - Bankruptcy, Fairness Opinions, Mergers & Acquisitions
• Reporting - Asset Impairment, Portfolio Valuation, Tax

Strategic Consulting:

• Financial - Due Diligence, Merger & Acquisition
• Strategic Development
• Regulatory - Agency Publication Response, Spectrum Auction / License Acquisition Support

Custom Research

• In-Depth Projects - Financial, Market, and Strategic Analysis

View Expert Witness Profile.

Summit Associates of Bedford is a Materials and Manufacturing firm offering growth strategy, operations improvement, and international sourcing to commercial clients ranging in size from $3 to $150 million.

Summit Associates has a record of fixing troubled organizations and driving growth in complex technology based operations. Skilled at positioning small and middle market companies for sustained growth, they have commercial experience in ten countries, including creation and oversight of global partnerships in Europe and India and acquisition, sale, and licensing of fifteen technologies in seven countries.

Consulting Services:

Turnaround Leadership Organizational Change and Alignment Accelerated New Product / Market Development Product Launch

Lean Manufacturing Technology Acquisition Sale and Licensing International Partnerships Technology Valuation

Principal, Thomas W. Caldwell, PE, has over 40 years of experience in Materials Research and Development, Process and Product Development, and Manufacturing Operations in the Precision Cast and Machined Products industry.

Mr. Caldwell has designed and manufactured components for consumer and industrial products, including safety-critical applications such as aircraft landing gear brakes, seat belt lockup devices, windshield wiper, and window lift motor systems. He has experience creating and guiding technology development and manufacturing partnerships in Europe and Asia, licensing and selling intellectual property and creating supply chains in China.

Mr. Caldwell has lectured in the USA, Germany, Switzerland, and India on manufacturing premium quality metal products and manufacturing processes, and was a technical paper peer reviewer for 20 years for the Society of Automotive Engineers. A United States patent holder, he has published peer reviewed research in electrochemistry and materials processing, and has written and spoken numerous times on the subject of Materials Selection.

View Thomas A. Caldwell's Expert Witness Profile.

Sandman Legal P.C. is the only law firm with a focus on the needs of the expert witness community. Their founder is a practicing attorney, licensed to practice law in California and Illinois, with 20 years of legal experience and a deep understanding of the expert witness and medical expert witness industry. After nearly a decade of experience in multiple executive leadership capacities, including five years as president for the nation's leading medical expert witness consulting firm, he left to pursue his long-time goal and launched Sandman Legal P.C., a provider of legal and dispute resolution services to the expert witness community and beyond.

Consulting Services for Expert Witnesses:

• Contract Review and Drafting
• Fee Schedule Review and Drafting
• Resolution of Disputes Specific to the Expert Witness Industry
• Insurance Policy Review and Consulting
• General Counsel Services

Dan Sandman, Esq., is an attorney, business executive, and founder of Sandman Legal P.C. He is respected for his education, experience, and commitment to his clients. Dan is energized by empowering individuals and teams, developing successful operational models, maximizing client relationships, and delivering unsurpassed business growth for individuals and legal services organizations in the expert witness space. Dan possesses a blend of experience working to grow private equity-backed companies, public service organizations, and individually owned businesses.

Dan's business leadership includes a focus on building coalitions with administrative agencies, increasing visibility for public campaigns, and advising individuals and executive teams on business and legal issues to mitigate risk. Additionally, he has held several board leadership positions and related affiliations in the legal profession and in the public sector.

Medical Expert Witness Retainers, Contracts, and Insurance with Dan Sandman, Esq - PGD

Most recently, Dan furthered his legal education at the Straus Institute for Dispute Resolution, Caruso School of Law at Pepperdine University. He successfully completed the certificate program entitled Mediating the Litigated Case, the number one mediation program in the nation. Dan's focus as a certified mediator is on business disputes, personal injury matters, employment cases, medical malpractice, and community-based issues.

Safe Harbour Equity, Inc. offers Commercial Real Estate Brokerage, Capital Advisory, and Site Acquisition services for the Cannabis Industry. Safe Harbour provides the legal, operational, and financial prerequisites for building sustainable startup businesses and successfully managing complex transactions, capital structures, startup protocols, and basis transfers.  

Cannabis Consulting Services:

• Cannabis capital structures, financial statements, valuation, sale - lease back transactions, cannabis recapitalization & reorganization plans, cannabis receiverships
• Cannabis real estate and company financing structures and tax deferred transactions, 1031 exchanges
• Cannabis off balance sheet financing, startup equity investing, mezzanine debt, preferred equity, accredited investing
• Responsibilities of fiduciaries and the contractual implications of fiduciary duty
• Sale of unregistered securities & private placements, investment waterfalls and securities, disclosures, compliance, issuer liability

Peter John Ingersoll is a distinguished CEO and Corporate Broker for Safe Harbour Equity, Inc., specializing in Cannabis Real Estate and Investment. With over 40 years of experience in investment real estate, construction, development, trust, and banking, Peter is a thought leader in cannabis capital structures, financial statements, valuation, sale lease-back transactions, recapitalization, and reorganization plans. His expertise extends to off-balance-sheet financing, startup equity investing, mezzanine debt, and preferred equity. He is a former Series 7, 22, and 63 licensee, as well as a Series 65 registered investment advisor (RIA), 

Graduate of Wharton School – University of Pennsylvania – Finance 

View Peter J. Ingersoll's Expert Witness Profile.

Restaurant Consulting Innovations (RCI) provides services to the Restaurant / Food Services Industry, whether for new development, existing concept re-development and enhancement, or salvaging a company in crisis. RCI provides a highly focused and effective approach from evaluation to implementation of solutions to benefit their clients in the most efficient manner.

Clients List - Joe's Crab Shack, Cask ‘n Cleaver, Lord Charlie’s, El Gato Gordo, Pizza Pronto, Safari Bar Restaurant, Shark Club, Bull Dog Grill, Stronghouse, Pangea, The Ballroom, Juarez Grill, Dickerson’s Club 29, Yucatan Liquor Stand, Zepp’s Atomic Tex Mex, Cabo Grill, Angel Stadium, In Cahoots, The Ball Room, Slick Willie’s, Rodeo, Jake’s, Bobs on the Bay, Crabby Bob’s Seafood, PizzaRev, Honolulu Harry’s, Lahaina Mai Tai Lounge, Canyon Grill, Campagnia, Huey’s Grill & Brewery, Gladstone’s Long Beach, Pro’s Ranch Markets, Lily's Doughnuts & Pops

Consultant Services:

• Design Build Management - Design from Culinary Vision to Construction Documentation, Full Project Management / Installation, Consolidation and Delivery, Site Surveys to Determine Operational Efficiencies, Custom Stainless Fabrication, GPO Procurement Power
• Business Coaching - Leadership Development & Accountability, Performance Optimization, Franchise Model Development, Value Enhancement to Sell or Leverage Bank Financing, Business Performance Reviews, Strategic Planning, Business Turnarounds, New Concept Development
• Industries Served - Independent Restaurants, Multi Unit Operators, New Concepts & Emerging Brands, Franchise Companies, Food-service Suppliers, Hotel Food & Beverage, Investors / Private Equity / Landlords, Wineries, and Virtual Kitchens

Gary R. Coburn, Principal at RCI,  is an award-winning Restaurant Executive with 40 years of experience creating, opening, running, and advising hundreds of full service restaurants, limited service, quick-service, bars and nightclubs. Additional expertise in restaurant franchising and commercial kitchen design/build from remodels to ground up including conceptual development, viability and business interruption.

With over four decades in the industry, Mr. Coburn has held positions as VP of National Accounts and Design Build for the largest commercial kitchen and distribution company in the country to, Director of Operations, President, COO, Executive Director of Food Services and owner operator. His management experience has included supervising more than 2,000 employees, including 170 managers, along with overseeing consulting assignments for numerous companies.

View Gary R. Coburn's Expert Witness Profile.

Following a career in the public and private sectors, Catherine Adams Hutt, PhD, RD, CFS, launched a consulting career and is currently President and CEO of RdR Solutions Consulting. With vast experience in her field, she provides advice and guidance on a wide range of topics, including:

Regulatory Compliance Food Safety Quality Systems Management Supply Chain

Health and Wellness Business Strategy Product Development Software Solutions for Product Development Processes

Dr. Adams Hutt also partners with Elizabeth Sloan and Sloan Trends to create business strategy advice for Fortune 500 businesses in the Food and Dietary Supplement categories. Sloan Trends examines consumer trends using unique predictive tools to identify emerging mega markets. They help businesses better understand the market and differentiate long-term business opportunities from short-term trends. Dr. Adams Hutt compliments the trend analysis with in-depth investigations of the science behind the issues and regulatory considerations.

A Registered Dietitian and Certified Food Scientist, Dr. Adams Hutt was formerly Chief Quality, Food Safety, and Nutrition Officer for McDonald’s Corporation and led Supplier and Restaurant Food Safety teams for YUM! Brands. She was Chief Quality Officer for Coors Brewing Company, led the North America Quality team at H.J. Heinz, and developed next generation Quality programs for the Campbell Soup Company. Dr. Adams Hutt was Assistant Administrator for the US Department of Agriculture’s Food Safety and Inspection Service (FSIS) where she led the development of HACCP as a regulatory tool. She has been an active participant in international programs, and led the U.S Delegation for the Codex Food Hygiene Committee.

Texas Office 4568 Elm Bottom Circle Aubrey, TX 76227

Virginia Office 124 South Fairfax Alexandria, VA 22314

View Dr. Adams Hutt's Expert Witness Profile.

Panorama Consulting Group is a technology-agnostic consultancy specializing in Digital Business Transformation and Enterprise Resource Planning (ERP) System Implementations for mid- to large-sized private- and public-sector organizations worldwide. 

This highly respected firm is 100% independent of software and technology vendor affiliation. They offer a phased and integrated approach to strategy alignment and execution, enabling each client to achieve its unique business transformation objectives by transforming its people, processes, and technology.

Panorama clients include multi-national conglomerates from Amazon Robotics to Valcor Engineering, as well as governmental entities, including state and local governments, municipalities, school districs, state offices of the attorney general, and tribal governments.

About Panorama Consulting Group

Consulting Services Include 

ERP Selection ERP Implementation ERP Contract Negotiation ERP University Digital Strategy Technology Assessment

Change Management Human Capital Management Business Process Management M&A Integration Project Auditing & Recovery Software Expert Witness Testimony

View Panorama Consulting Group's Expert Witness Profile.