Who we are?
We are a multi-disciplinary business operations firm that engages SMBs within our wheelhouse. Those SMBs are motivated to stabilize, recapitalize, scale or exit. At our core, we are: a short duration, high intensity, tactical operations group that supports the objectives of professional institutions and advisors.
We protect, enhance and add value to your current and future client relationships by providing trusted and outsourced “operational” expertise. If your client business owners are seeking to grow, recapitalize or exit, our superior operational teams will consult, develop objectives, and drive execution.
What we do?
We first seek to understand our client's business model, plan, lifecycle, and ultimate exit strategy. We jointly discover profound issues, determine gaps and define dangers that need elimination. A plan of action is developed and best of class providers are dropped in physically or virtually with the mandate to assist leadership in fixing problems, enhancing strengths, accelerating execution and seizing opportunities. The focus is to develop and maintain leadership, team engagement, operational excellence, sustainable profits and growth -- all with the aim of successfully reaching critical benchmarks, increasing valuations, and supporting transitions.
Contact
➤ LOCATION
One America Plaza.
600 West broadway, Suite 700. San Diego, CA 92102
☎ CONTACT
info@vestgroup.net 833-400-0150
Services we provide
Human Capital ManagemenT
Strategic: C Suite Advisory, Cultural Alignment, Employee Recruiting & Selection, Training & Development, Performance Optimization
Tactical: On boarding, Administration, Payroll, Benefits Acquisition & Management, Government Compliance, Liability Management, Human Capital Technology
TECHNOLOGY
IT Strategy, Fractional CTOs, Network Monitoring, System Administration, Tech Upgrades, Managed Services, Cloud Services, Cyber Security, ERP, CRM
FINANCE
Fractional CFO, Financial strategy development, Financial Statement preparation and review, Department Supervision, Risk Management, Revenue Management, FP&A, Insource/Outsource accounting and bookkeeping, Cost Reduction Services, Business Valuations, and Intellectual Property Valuations
Sales
Analytics, Structure, Procedures, Capabilities, Staff qualifications, Management qualifications, success factors, scripts, budgets, quotas, training, mission alignment, execution, monitoring, CRM
Operations
Strategic Planning, Analytics, Scaling Solutions, Metric Development, Organizational design, Fractionalized Operators, Systems Analysis, Integration, Training, Execution, Cost Reduction
Marketing and Branding
Marketing: Creative Design, Ad Campaigns, Websites, Investor Messaging and Annual Reports, Video Production
Branding and Public Relations: Naming, Identity, Brand Building, Story Telling, Audits, Media Training, Special Events
Experts we support:
Tax planners
Bankers
Wealth Managers
Attorneys
Insurance Brokers
Exit Planners
Private Equity Firms
CFPs
CPAs
Estate Planners
“Hire people who are better than you are, then leave them to get on with it. Look for people who will aim for the remarkable, who will not settle for the routine.”