STRATEGY NAVIGATOR

Business consultation services for emerging growth and middle-market companies, namely, developing and utilizing frameworks, processes, methodologies and deliverables to assist companies with structuring business initiatives, including business initiatives related to strategic and business planning, mergers and acquisitions, formation of joint ventures, acquisition integration, organizational restructuring, lean enterprise-based continuous improvement projects and new technology and product launches; specifically excluding any product or service used in connection with investment advisory, asset allocation or financial services including annuities, stocks, bonds, and mutual funds