Strategic Advisory

Our finger is on the pulse of business value drivers across all industry sectors & product categories.
 

"Do what you do best and outsource the rest!"

—Peter Drucker

Our focus is to achieve the best possible outcome for each client. This often encompasses our providing informal strategic guidance and advice to business owners at various stages in their business growth. Although our primary focus is digital marketing, our years of business experience at various stage companies (from grassroots startup to fortune 500) has allowed us to adopt advisory positions for a range of clients we work with.

Through our extensive network of investors, specialists and business leaders, our ability to offer outsourced c-suite and advisory services in various verticals, and our in house marketing, branding and client acquisition expertise – we can provide extensive support, outside the scope of a traditional digital marketing firm.

Bedrock Affect truly redefines the definition of a Full Service Agency.

  • Investment & Advisory

    “It's far better to buy a wonderful company at a fair price, than a fair company at a wonderful price. The most important investment you can make is in yourself."
    –Warren Buffet

    There are instances we’re brought in to negotiate and help companies navigate liquidity events, M&A, accelerated high-growth periods or funding rounds.

    Our focus is to achieve the best possible outcome for each client. This often encompasses our providing informal strategic guidance and advice to business owners in the years preceding a liquidity event. Other times, we’re brought in to negotiate and close a transaction following receipt of LOI. Whether it takes months or years, we are committed to providing unparalleled M&A advisory services to emerging and established companies.

    • Strategic M&A
    • Majority Recapitalizations
    • Series A,B,C Funding Rounds
    • Board Advisory

  • Financial & Accounting Services

    "Accounting is the language of business"
    –Warren Buffet

    Our financial team is comprised of industry practitioners who pride themselves on understanding the full breadth and depth of finance and accounting principles that drive business outcomes. Businesses often fail or succeed based on how well the finances are managed. Yet this is often the last area to get attention in growing companies. Quality CFO’s come at a high price and are often needed only on an as needed basis. Why carry a fixed full-time employee cost?

    Get twice the financial acumen at half the cost.

    • Bookkeeping and Accounting
    • Business Process and Internal Controls
    • Management and Investor Reporting
    • Budgeting and Forecasting
    • Business Plans and Cash Flow projections
    • Special Projects

  • High Performance Coaching

    “True leaders create more leaders"
    –Tom Peters

    It is our experience, that our biggest achievements are understanding what is needed to elevate beyond achievement cycles to a higher state of fulfillment - here anything is possible! Part of that journey will involve having a mentor. As Bo Sanchez explains, a mentor is a shortcut to success!

    When teams are aligned with fundamental business vision and strategy, results are rapid. Team alignment of vision and goals should be established from senior leadership through to tactical delivery professionals. High impact performance coaching sessions can be facilitated for executives and for the many who are tasked with execution of strategy as well as front line service professionals.

    • Executive Mentoring
    • Team Workshops
    • Leadership Development Roadmap
    • Leadership Gaps Analysis
    • Succession Mapping and Mentoring

  • All Things Cash

    "Innovation has nothing to do with how many R&D dollars you have. When Apple came up with the Mac, IBM was spending at least 100 times more on R&D. It's not about money. It's about the people you have, how you're led, and how much you get it."
    –Steve Jobs, Co-founder and CEO Apple

    We have one goal – to maximize your cash. And today, that can mean a whole lot of things. Do you need to raise more money? Do you need to sell more often? Do you need to increase your prices? Do you need to sell more stuff? Should you build a sales team or develop your partner channel?

    At the end of the day, your idea is only as good as the runway you have left to bring it to fruition.

    We understand this intimately and our combined team of finance experts, sales team leaders, fundraising professionals and more – work together to produce a roadmap and execution strategy to optimize your capital.

    • Sales/Partner/Vendor Channel Strategy and Development
    • Cash Management/Forecasts
    • Capital Raise & Investor Relations
    • 360 Degree Go-to-Market Strategy
    • Product Management & Distribution
    • Team Talent (Identify, hire, train, retain and leverage)

  • Corporate, Marketing & Sales Strategy

    "However beautiful the strategy, you should occasionally look at the results”
    –Sir Winston Churchill

    Strategy is an umbrella phrase that encompasses business development, sales channel development, operational focus financial initiatives through to go to market positioning. We are authorities on strategy, marketing and sales. In practical terms it's about being an expert at corporate chess. Do you have the right team on the field and strategies that deliver results?

    • Target Market Identification/Stratification
    • Business Development & Distribution Strategy
    • Sales Channel Development & Relationship Mapping
    • Territory Management & Alignment
    • Maximize Revenue Potential
    • CRM & Project Management
    • Sales Coaching & Quota Accountability
    • End-to-End Sales Cycle

  • All Things People

    "Great vision without great people is irrelevant."
    – Jim Collins, Good to Great

    Human talent is the fuel that enables growth and facilitates results. People are dynamic and sensitive to change and recognition. Are you tapping into the right talent pools and at the right time? Do your employee agreements and infrastructure instill confidence of a growth-orientated future and vested interests? Have you got the know-how to build a winning and sustainable team?

    Not to worry – most entrepreneurs struggle in the “All things people” space. We can help!

    • Organizational Planning & Culture Development
    • Onboarding and Recruiting
    • Performance Coaching & Mentoring
    • Outsourced C-Suite
    • Payroll Administration
    • Development of policies, procedures and controls
    • Executive Placement

  • Technology Strategy

    "Technology should be your left hook, not your Achilles heel”
    –Scott Douglas Clary

    Our combined technology and cybersecurity team have developed strategies, created apps and applications as well as designed secure, scalable architecture. We have completed cybersecurity audits for several of the largest fortune 500/1000 companies in the world and implemented innovative technologies for leading edge start-ups.

    • Business Development & Marketing Technologies
    • Security & Compliance Audits and Network Hardening
    • Application Design & Support
    • Disruptive Technology Education & Advisory (Blockchain, AI, Quantum Computing, Machine Learning)
    • Open Source or Proprietary Solutions


Bedrock Affect

Bedrock Affect is made up of a team of seasoned business and marketing professionals who have worked with organizations small and large, start-ups and Fortune 500/1000 companies with the common theme of doing things differently and delivering exceptional results. We are proudly Canadian, based in Toronto, Ontario.
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