Enterprise & Business Value Creation, Corporate Finance,  and Management Consultants


Established 1998


Think Strategically, Think Value TM

Services tailored to meet your needs.

Management Consulting


You can improve your company’s performance through analysis of existing business problems and development of future plans. A consulting assignment may involve the identification and implementation of best practices, analytical techniques, change management and coaching skills, technology implementations, strategy development, and/or operational improvement.


We employ a rigorous analytical approach to the study of management and strategy and use a variety of tools and techniques to approach business problems. We often incorporate formal frameworks or methodologies to identify problems or suggest more effective or efficient ways of performing business tasks. Strategic planning is often done as a part of the management consulting assignment.


Our consultants are senior professionals with many years of experience in corporate business and management - as well as consulting. We place an emphasis on implementation and work with our clients to ensure that they are actually able to create the changes that are suggested.

An extensive network of outside experts and professionals with whom we work provides expert opinions and perspectives that yield unbiased recommendations to our clients.


Our widespread involvement in both the academic and business arenas makes our consultants a valuable source for innovation in the practice of management by forming a bridge between academia, firms, and thought leaders in different fields.


Strategic Planning


Defining the strategy - or direction - for your organization and then determining how to allocate capital and personnel resources to make it happen is crucial for any business. We help you drive that process with strategic advisory services that may include mergers, acquisitions, divestiture and other corporate strategies.


Various business analysis techniques are used in strategic planning, including such things as Strengths, Weaknesses, Opportunities, and Threats (SWOT) analysis and Political, Economic, Social, and Technological (PEST) analysis. The outcome of the strategic planning assignment is a strategic plan which is used to plan and implement a firm’s growth or other corporate strategies.


Strategic Planning is the formal consideration of an organization's future course and typically deals with questions such as: (1) what do we do? (2) for whom do we do it? (3) how do we excel and do it better than our competition? In many organizations, this is viewed as a process for determining where an organization is going over the next 1 to 5 years or longer. In order to accomplish this planning, the organization needs to know exactly where it stands now, then determines where it wants to go and how it will get there.


Investment Banking Consulting


We can help you raise the capital you need for growth by advising on the issuing and selling of securities in the capital markets - both equity and debt. Our firm also advises on mergers, acquisitions, divestitures, and other corporate strategies.


The investment banking assignment is often done in conjunction with management consulting and strategic planning in order to enhance the value of the company in the securities offering.


Mergers and Acquisitions Consulting


Our mergers and acquisitions (M&A) practice advises companies on the corporate strategies of buying, selling and the combining of different companies that can aid, finance, or help a company grow rapidly without having to create a new business entity. We also help management plan their eventual exit strategies.


Mergers and acquisitions are planned and executed for a variety of reasons including:


• Increasing long term profitability by expanding operations
• Reducing market competition and/or increasing market share
• Reducing costs
• Achieving economies of scale
• Cross selling
• Synergy
• Tax strategies
• Geographical or other diversification
• Vertical integration
• Increasing shareholder


Our consultants help you choose the strategy that is right for you.


Project Management


The Project Management Team at Paul M. Wendee & Associates, LLC assists client companies in organizing and managing company resources so that a particular project is completed within defined scope, quality, time and cost constraints. Projects are usually temporary, one-time endeavors undertaken by companies to create products, processes or services which create beneficial change or added value for the company. However, under the concept of management by project (MBP), many organizational endeavors can be pursued more efficiently and effectively on a project-oriented basis.


The challenges of project management are to ensure that projects are delivered within defined constraints (scope, quality, time, and cost) and that the organization’s resources (people, capital, materials, and other resources) are allocated and integrated in an efficient and effective manner. The Project Management Team provides the tools and techniques that enable the project team to organize their work in order to meet these constraints. Our project management team has the experience and ability to envision the entire project from beginning to end to ensure that the project is completed in the desired manner.


Business Appraisal


The business appraisal practice at Paul M. Wendee & Associates, LLC performs business valuations for companies of all types and sizes. Business valuation is a set of procedures and a process used to determine the economic value of an owner’s interest in a business. Our business appraisal practice performs valuations for assignments such as estimating the selling price of a business; appraising a business for estate and gift taxation; divorce litigation involving a business; allocating the business purchase price among business assets; and for other business and legal needs involving the appraisal of a business.


Due Diligence


Due diligence is the performance of an investigation of a business or person. Paul M. Wendee & Associates, LLC performs due diligence investigations for securities offerings, investments into private companies, and for other situations where a thorough background check is required. Paul M. Wendee & Associates, LLC has many years of due diligence experience.


Internet (Web) Marketing


We help businesses plan and execute their Internet (web) marketing strategy to include establishing a web presence, search engine optimization, web analytics, online advertising & pay-per-click, E-mail marketing, blogging and podcasting, social media marketing, and mobile marketing.


General Business Consulting, Business Plan Consulting, and Business Planning


Business planning services tailored to meet all of the needs of the small and growing business, including the writing of business plans for the planning and financing needs of the small business.


Executive Education and Training


We tailor special executive education and training programs to meet the needs of any organization. Please contact us to discuss your executive education and training needs.