Beechwood approach presentation

Beechwood Advisors LLC

Beechwood

How we approach our work

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We advise clients

in times of change

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Helping them gain

a fresh perspective

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And create the right

environment for action

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Perspective begins with understanding

what can be influenced versus controlled

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It also means understanding

how strategy is conceived…

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…versus how it is…versus how it is…

…executed

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culture, past decisions, reputation

Strategy is shaped by intangibles:

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With proper perspective you can

create an environment for action

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It begins with new ideas

that spring from strategic criteria

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Ideas must be validated by

confirming and developing them.

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They come to life in an

organization that is focused

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That focus comes from having the right:

• Leaders at all levels

• Frame of reference for every action

• Style for working together

• Communication forums and formats

• Deadlines for programs and tasks

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Focus then drives

all-in execution

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…guided by leadership levers:

• Beliefs: mission and values

• Boundaries: policies, procedures, standards

• Controls: monitor progress, find problems, opportunities

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How do we fit in to all of this?

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We see ourselves as

catalysts

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to see clients reach theirs…

Our goal is

…and to do it the right way.

“The art of progress is to preserve order

amid change.”

A. N. Whitehead

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Our Mission

Advise clients in times of change

helping them gain a fresh perspective

and create the right environment for action

Beechwood Advisors LLC

Beechwood