Operations, Finance, Technology, Industry, Life and Career
Our partner, broad and deep expertise with multiple ways to support you.
Our unique Smart Partnering approach allows us to serve clients across the full spectrum of their needs.
We take the time to understand you, your company, and the situation(s) requiring our support.
Thoughtful empathetic recommendations based on our experiences
Implementation and tracking of recommendations.
A Resource for Executive Leadership
From creating an impact investing strategy to due diligence and portfolio construction, our executives are respected leaders in the field.
Our executives have extensive foundation and nonprofit experience. Whether you are looking for advice as a funder, or fundraising support as a grantee, we are mission-driven leaders.
Financial management and operations are critical to any organization’s success. Our finance experts are here to help.
Talent management is critical to any successful organization. Need help with diversity, equity and inclusion (DEI) and HR best practices?
Thinking about acquiring a company or selling yours? Or just a division? We can help with mergers & acquisitions strategy.
We have lawyers who can provide high-level general advice before you go deep to retain legal counsel.
A Resource for Executive Leadership
Friends and family are not always able to give you the best advice even though they mean well. Let our experts help support you on your personal and professional goals.
Executives need a trusted partner they can turn to for personal and professional advice. Let us help you reach your goals, personally and professionally.
Apply to be a client or an advisor of Advisor4Success today!
Are you a mission-driven, highly motivated problem solver who enjoys helping others succeed? Do you have 20 or more years of professional experience? We would love to hear from you!
Absolutely not, we want to get to know your needs before we understand how we can be helpful.
Yes we can! How we can help depends on the type of funding you are seeking. If you are just looking for general advice and feedback, this would be included in the Plan sessions. Deeper engagements such as making introductions to sources of funding and investment capital would be structured as consulting projects, which we can also support. Note that any investment capital sources are regulated securities-related activities and would be an engagement with a separate division of the firm Kind Capital Securities LLC, an affiliate of FINRA-registered broker-dealer Weild & Company.
They do not. To ensure optimal scheduling and workflow of our executives, the number of sessions per month do not rollover.
We have fractional executive services for interim roles as well as executive recruiting support. Let’s discuss how we can help!
