Strategic Consulting

The business world is constantly changing, as is the economy, and uncertainty remains high. That said, your business need not navigate things alone. Whitley Penn’s team of Strategy Consultants can advise your company on decisions that affect its profitability and operations. We utilize our wealth of industry knowledge and analytical skills to provide objective and evidence-based recommendations. Our team has extensive experience advising companies, investors, boards, and management. We will work with you to understand your needs and guide you through each step of the process.

Services We Offer

Performance Improvement
  • Strategy development & execution
  • Profit improvement initiatives
  • Working capital management
  • Supply chain optimization
  • Cost containment strategies
  • Product rationalization
  • Customer profitability analysis
  • Process improvement
  • Change management
Strategic Financial Services
  • Financial & strategic planning
  • Identifying & implementing strategic initiatives
  • Financial analysis & modeling
  • Project management
  • Capital structure analysis
  • Dashboards & performance metrics
  • Stakeholder reporting
  • Resolving business issues & obstacles
Coaching & Mentoring
  • Sounding board for key decision makers
  • Building effective teams
  • Career development services
  • Developing training programs
  • Facilitating strategy sessions
Data Products & Strategy
  • Sounding board for key decision makers
  • Building effective teams
  • Career development services
  • Developing training programs
  • Facilitating strategy sessions

Meet the team

Frank Iannelli

Managing Director

Derrick Bradford

Senior Associate

Jake Baine

Data Analytics Senior Manager

Derrick Bradford

Senior Associate

Our Latest Thinking

In today's rapidly evolving business landscape, staying ahead of the competition is crucial for companies to thrive. By engaging with Whitley Penn's thought leadership content, you can stay updated on the latest trends, best practices, and emerging technologies. This not only helps you make informed strategic decisions but also positions you as an industry leader in the eyes of your customers and stakeholders. Explore Whitley Penn's extensive collection of valuable resources and discover the ones that are specifically relevant to you.

We look forward to
working together

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