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 Expert  721884

Expert in High ROI and Creative Strategic Business Planning and Implementation

Available for your Consulting and Expert Witness Needs

California (CA)
Education Work History Career AccomplishmentsPublicationsConsulting Services Expert Witness

Summary of Expertise:

Listed with other top experts in: 

As a Certified Management Consultant (CMC), Expert has been consulting with smaller businesses for over ten years to assist them in achieving their goals for profitability and growth. This includes providing consulting on business plan writing, organizational alignment, market segment niche strategies as well as sales and marketing strategies.

business development

Expert has planned, organized and implemented business incubators for both foreign and American start-up businesses. This has included assisting many start-up businesses with their planning, implementation strategies and financing. For the last five years, he has worked with the Small Business Development Center to incubate numerous small businesses in the Central Coast Region.

business incubator

Expert has taught -- and currently teaches as an adjunct faculty member -- business management courses at both the ungraduate and graduate level. He is thoroughly familiar with management theory, concept and application. Additionally, he has attended professional development courses at Harvard, Stanford and Wharton on these issues.

business management



Expert has concentrated his consulting skills in the area of strategy. He is extremely familiar with almost all of Harvard professor Michael Porter's books and articles, as well as [Robert] Kaplan and [David] Norton's newest book on "The Strategy Driven Organization." Additionally, he has special intelligent software that has the capability to assess a business's strategy. Expert also gives workshops on the subject of strategy.

business strategy

Expert has worked for over ten years with hundreds of entrepreneurs. He also teaches a course in entrepreneurship at the local junior college. He is very familiar with the literature on entrepreneurship. He has read Amar Bhidé's, "The Origin and Evolution of New Businesses," a ten-year research study from Harvard on the entrepreneurial patterns or lack thereof.


As a West Point graduate, a 22-year Army Lieutenant Colonel retiree, and now a Certified Management Consultant with MBA and MA degrees, Expert is highly knowledgeable on military strategic planning concepts and issues.

military strategic planning

He has been involved in many organizational development (OD) interventions over the last ten years. He is familiar with OD theory and research, and has attended OD programs at University of Michigan, UC Berkeley, and the American Management Association.

organizational development

Expert has worked with dozens of retail businesses in the area of expense reduction. He is highly familiar with ration analysis, cash flow bottlenecks, breakeven analysis, and budgeting techniques.

retail expense reduction

He has spent the last ten years working with small businesses in almost every facet. He is thoroughly knowledgeable of management problems and issues. For the last 14 months, Expert has facilitated a monthly forum for small company presidents. He has proven tools and techniques to assist them to dramatically improve their cash flow and business growth.

small business

Expert is a specialist in strategic planning for businesses and non-profits. He utilizes creativity in teaching leaders and managers how to think and plan strategically. He has numerous tools and techniques to assist management, and makes extensive use of diagnostic organizational surveys to assess the culture and the degree to which it is encouraging profitability and organizational effectiveness.

strategic planning

As a CMC with MBA and MA degrees, Expert has worked with over 250 businesses over the last ten years. In many cases, team buiding was a critical step for these businesses to become aligned and to share the vision. He is a certified facilitator trainer and facilitator for Edward DeBono's Six Thinking Hats, which is a superb team building program for any organization. Further, he also facilitates a workshop called 'Building High Performance Teams.' He works with businesses to both align and empower their managers and staff through numerous team building exercises.

team building


emotional intelligence

Show Secondary and Basic Areas of Expertise
Expert may consult nationally and internationally, and is also local to the following cities: San Jose, California;  San Francisco, California;  Oakland, California;  Stockton, California;  Fremont, California;  Modesto, California;  Salinas, California;  Hayward, California;  Sunnyvale, California;  and Concord, California.

Year   Degree   Subject   Institution   Honors
1999   Professional Development   Technology and Innovation   Stanford University School of Business  
1999   Professional Development   Corporate Strategy and Growth   Harvard Business School  
1984   M.B.A.   Corporate Strategy and Design   Long Island University of New York   With Distinction
1979   M.A.   Organizational Behavior   University of Maryland  
1971   B.S.   Civil Engineering   U.S. Military Academy at West Point  

Work History:
Years   Employer   Title   Responsibilities

1991 to 2001


Visionary Strategic Consulting (VSC)


Founder and President


Expert is responsible for the profitability and growth of VSC, a nationally certified management consulting firm specializing in executive leader development to create visionary strategic thinking, planning and implementation.

1971 to 1991


United States Army


Lieutenant Colonel


During his more than twenty years of service, Expert held numerous leadership and management responsibilities at all levels of the Army chain of command structure and service -- and in numerous foreign regions and countries as well, including Latin American and Korea.

Career Accomplishments:

Expert is a member of numerous professional organizations, including the National Association of Business Economists (NABE), the Institute of Management Consultants (IMC), the Global Association of Certified Management Consultants (GACMC), and the National Society of Training and Development (NSTD). He also belongs to the Monterey Peninsula Chamber of Commerce, the Salinas Valley Chamber of Commerce amd the Silicon Valley Chamber of Commerce.


Expert is a Certified Management Consultant (CMC) -- the highest award of professional excellence in the consulting profession -- with both The Institute of Management Consultants and The National Bureau of Certified Consultants. In addition to this, he holds a number of other professional certifications: Certified in Strategic Planning with the American Management Association; Certified Facilitator for the One Page Planning and Performance System; Certified in Edward DeBono's Six Thinking Hats for Executive Effectiveness; Certified Facilitator for The Alternative Board for Executive Development; Certified in Individual and Organizational Excellence with The Pacific Institute; and Certified as a Specialist in Profitability and Growth with the Professional Management Institute.

Professional Appointments

He is Past President of Kiwanis Club of Carmel By the Sea, the Industrial Education Council, the Monterey Peninsula Consultant's Breakfast Roundtable, and Past President/Founder of the Business Education Alliance Monterey Bay. Expert co-founded and is still an active member of the Board of Directors of the International Language and Culture Foundation. Additionally, he was selected as Distinguished Chamber Member for the Monterey Peninsula Chamber of Commerce. He is Past Campaign Chair of the United Way of Monterey Peninsula, and a member of Leadership Monterey Peninsula.


Expert was selected for the prestigious Innovation Professional Network.

Publications and Patents Summary

Expert is a seminar speaker, a published author and is a business consultant guest on local radio and TV stations. He co-authored a chapter in a book entitled "Job-Satisfaction, Its Components and Antecedents."

Government Experience:
Years   Agency   Role   Description
1971 to 1991   United States Army   Lieutenant Colonel   Following graduation from West Point and a distinguished 22-year Army career serving in responsible leadership and management positions worldwide, Expert retired in 1992 as a Lieutenant Colonel and formed Visionary Strategic Consulting (VSC). Expert is a Disabled Veteran Business Enterprise (DVBE).

Consulting Services:
Recent Client Requests:
  • Expert for consulting on Energy security power generation.
Click the green button above to contact Expert for a free initial screening call regarding your expert consulting needs.  Expert is available for consulting to corporate, legal and government clients.  Remember, your initial screening call to speak with Expert is free.

Expert Witness:
Click the green button above to contact Expert for a free initial screening call regarding expert testimony, litigation consulting and support, forensic services, or any related expert witness services.  A few litigation needs include product liability, personal injury, economic loss, intellectual property (patent, trademark, trade secret, copyright), and insurance matters.  Remember, your initial screening call to speak with Expert is free.

Additional Skills and Services:

Expert serves as an adjunct business and management graduate faculty at Chapman University, University of Phoenix, St. Mary's College, Cabrillo College, Monterey Peninsula College and the Commission on Peace Officers Standards and Training Command College in San Diego, Calif.

Expert is also a Certified Facilitator for: The Alternative Board (TAB), Monthly Chief Executive Officer, Business Accelerator Forums; the One Page Business Planning & Performance System, Corporate Seminars and Implementation Programs; the American Management Association's Strategic Thinking, Planning and Implementation; Q-Metrics, LLC, Emotional Intelligence (EQ) Mapping for Executive Leadership; Edward DeBono's Six Thinking Hats and Lateral Thinking for The Creative and Innovative Edge; and The Pacific Institute's Leadership Learning & Organizational Excellence.

Other Skills and Services

Expert has consulted with over 250 diverse businesses and non-profits in a wide variety of industries. His firm is an affiliate of the prestigious Howard Consulting Group, Inc., headquartered in Reno, Nev. Expert's firm is also a California Certified Small Business [#20724].


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