Our management consulting practice draws upon extensive experience investing in, managing, and advising privately-held companies. This experience from both sides of the deal table provides unique perspective and hands-on capability. Ideation offers tailored solutions for each unique situation. See Representative Projects for examples of recent projects in each area.

Strategic Transaction Support

Strategic Transaction Support entails full-scale, end-to-end transaction preparation and support.  This includes working with business owners in all aspects required to complete a strategic transaction.  The scope of services generally includes assisting management in reviewing strategic positioning, assessing multiple strategic options to pursue in parallel, preparation of requisite materials, target list development, and guidance through due diligence and closing processes.  Our role is complementary to other advisors, including accounting, legal, board, and broker relationships. To align its interests with those of stakeholders, Ideation does not take a commission on any capital raised by clients. Instead, compensation is a combination of equity and fixed retainers. We believe in aligning our interests with stakeholders.

Venture Assessment Report

The Venture Assessment Report (VAR) is a quick, intense assessment of a company’s readiness for a transaction. Click here for more information.

Retained Advisor

We advise business owners in regularly scheduled meetings to ensure progress is made toward strategic goals and to streamline responses to new operating challenges that arise at each stage of growth. Click here for more information.

Board, Co-Founder, and Operational Roles

In select situations, Ideation's principals may take on board, co-founder, or operational roles with start-up companies, turnaround situations, buyouts, and investment groups. Each situation is evaluated on a case-by-case basis.

Ad Hoc Services

Other services are available on a one-time, fixed fee basis. Click here for more information.