Advisory

“Data isn’t enough, we need answers.“

“Isn’t there someone around here who can answer my questions? 

We advise on anything & everything. We are here for those times when you need someone to tell you what to do. Every executive has been there. But there has never been anyone to answer. Until now.  Those are the  prevailing questions of desperate executives.  We are your answer. 

In the advisory business, experience is everything.

My experience began with the biggest & best public accounting firm AA &Co., where I worked with some of the brightest people in the world auditing a wide variety of the worlds biggest companies. Ever since, size does not overwhelm me  from there I moved into C suite positions with 2 Fortune 500 companies. One of them was Mastercard, where the team I led introduced mag stripe cards & digital transactions to the marketplace. That was so disruptive, it disrupted us. Log story short, we couldn’t keep up with the transaction overload. After trying & failing to get it under control, we abandoned our tech leadership and followed an ‘imitate visa” policy.  I objected and attempted a failed LBO. After which, I ran for Congress, & lost. Afterwards I found myself on the banks of the Colorado River, so I founded my private practice. The internet was becoming a thing, so we built a virtual firm with its home in the cloud & clients in 46 states & 7 countries.

There isn’t five minutes of wasted experience in there anywhere. Every minute was pertinent to my current profession, advising privately owned businesses &/their owners.

Our advisory focuses on these areas. But unlike the big advisories, we don’t send in teams of green staff to study technically what you’re doing.

  1. Tax strategy for privately owned businesses
  2. Tax strategy for large companies
  3.  Business reorganization
  4. Intellectual assets
  5. Interstate taxation
  6. International taxation

Welcome to the Transformative Age

“It’s a fact of life, reasonable arguments do not provoke solutions; but provocative arguments provoke critical thinking that does provoke solutions.” (Henderson. Founder of Boston Consulting.)

Advisory services should provide answers you don’t already know.  Advisory firms such as McKinsey, Bain & Boston Consulting send in teams of highly educated, bright, inexperienced staff to perform an engagement. When they’re done, you get a report and they leave.

That is not how we work. You ask us a question.  Odds are we know the answer off the top of our heads, so we answer you.  If fact we answer any question you ask.

This is how McKinsey describes it.

“We serve clients at every level of their organization, in whatever capacity we can be most useful, whether as a trusted advisor to top management or as a hands-on coach for front line employees. For every engagement, we assemble a team with the most appropriate experience and expertise.” – from McKinsey’s homepage. 

We strictly provide guidance and advice. We don not send in teams to do the heavy lifting. When you work with Ellis, we can do some of in in-house, but if we can’t, the rest is up to you. stick to the trusted advisor to top management role.

Advisory services require brainpower & the ability to communicate.

    1. Top tier intellect. The ability to think fast on your feet.
    2. Exponential experience. Experience everything pertinent.
    3. Outstanding performance. Perform at the highest levels.

Advisory Services

    • Everything
    • Spinoffs
    • Mergers
    • Combinations
    • Dispositions
    • Liquidations
    • Scaling
    • Convertible notes
    • Stock grants
    • Stock options
    • ISO’s
    • Start-up consulting.
    • Guidance on crucial issues
    • Immigrate your foreign business
    • Monthly Bookkeeping Services
    • Monthly or Quarterly P&L’s
    • Unlimited Discussion of Accounting and Business-related Questions
    • Disruption consulting
    • Corporate structures
    • Ownership structures
    • High Stakes Controversy

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