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Defining Objectives

O’Neill & Gaspardo helps organizations set goals from the CEO level to management teams. We help clients identify opportunities and develop a comprehensive approach to set goals and measure results. Our approach includes an annual planning process and customized strategy workshops based on their needs or situations that arise during the year.

Creating Opportunities

We take a proactive approach with our clients. Our team utilizes advisory solutions to determine how to leverage and increase performance rather than wait for a situation to occur that needs to be resolved. Our efforts are focused on helping management grow their business and take advantage of market opportunities.

Our Services Include:

Below is a sample of some of our advisory services:

  • Integrated Strategic Planning
  • Meeting Facilitation & Project Management
  • Budgets, Forecasts & Financial Modeling
  • Business Valuations
  • Financing / Debt Assessments
  • Mergers & Acquisitions
  • Exit & Succession Planning
  • Family Business Support
  • Internal Controls & Process Design
  • Turnaround Consulting

Objective Insight

Virtually every important business decision contains a financial component. Superior performance depends on strong strategic planning coupled with a full understanding of the financial risks and rewards. O’Neill & Gaspardo provides clients the insight and analysis of company performance, as well as projections and “what if” scenarios for planning and decision-making. Call us for a fresh perspective and to see if there are better options and advice for your organization.