Board Advisory Services
strategic BUSINESS planning
A comprehensive Boardroom process leading to the development of a practical roadmap to membership satisfaction, financial sustainability and exemplary governance. Results are based on SWOT analysis, meaningful discussions of options and goals with the Board, and a deep understanding of industry trends, membership demographics and the financial realities of the Club and its market.
Board ADVISORY, oRIENTATIONS & TRAINING sessions
Customized sessions designed to maximize the effectiveness of Boards and Management in achieving the short and long term goals of the Club.
Long Term Financial Planning
A long term view of the organization’s operating and capital needs matched with the expected availability of funds based on business planning assumptions. This is the critical next step in implementing Strategic and Facility Master Plans.
Best Practice Audits
As a proprietary offering of Club Board Professionals, each client is compared and guided to industry best practices in all areas of management and governance.
Financial Assessments & benchmarking
A comprehensive review of the finances of the organization including comparisons to relevant peers with an evaluation of the sustainability of the business model.
M&A TRANSACTION PLANNING
We provide guidance and assistance when exploring a sale, merger or acquisition may be right for your club.
Project Financing Management and Bank Negotiations
We advise on the assessment of various options for financing major projects and assist with the acquisition of debt through a proven RFP process.
FInancial Boot camp training
A full day session for Board and Committee members, General Managers and Controllers on the financial aspects of Private Clubs.
turnaround advisory services
When Clubs find themselves in trouble, time is not your friend. Drawing on decades of previous career experience and extensive Private Club Board leadership experience, we are uniquely prepared to rapidly assess resources and risks, lead the Board and Management team to an actionable plan forward and see it through implementation. Your success is our success.