KL ADVISORS

Your Local Business Advisor
With Global Perspective

We help growth-minded leaders launch, scale, and transform their small to mid-sized businesses through tailored strategy-led partnerships that shape bold global visions and improve operational performance with measurable results.

WHY KL ADVISORS?

20+ YEARS EXPERIENCE

Directing domestic & international operations focussed on growth, financial and operational performance.

PROCESS DRIVEN APPROACH

Tailoring every engagement to the needs and culture of our client assuring we remain focussed on your true North Star.

PEOPLE PERFORMANCE

BUSINESS PERFORMANCE

TECHNOLOGY ROADMAP

We are a bi-cultural advisor team that looks at all aspects of your business to identify and support path forward solutions.

Our Services

  • If you think of your company trajectory as a line on a map, a strategic plan can help you better quantify how you’ll get from point A (where you are now) to point B (where you want to be in a few years).

    When you create and share a clear strategic plan with your team, you can build a stronger organizational culture aligning everyone ensuring resources are focussed on the most meaningful (strategic) objectives

    Whether your company has been operational for 40+ years or are a startup company trying to form your strategy, KL Advisors will walk you through a standardized process to make sure you are equipped to guide your team to meet company strategically-critical demands and opportunities.

  • Just like individuals, all companies excel and struggle in unique areas.

    KL Advisors completes an operational assessment looking at the entire process from external sales and marketing focuses to internal processes such as production, quality engineering and leadership. We help quantify your companies performance through a proven score card approach. Then recommend how to address areas that need attention to align to company initiatives and desired performance.

  • It is a dynamic global market, to say the least. Avoid making costly strategic sourcing and manufacturing hub decisions that are not best fit for you.

    KL Advisors will assess the opportunities and risks and through open dialogue represent best fit options for your consideration moving forward.

  • Through personal and professional experience, KL Advisors has been part of multiple leadership transitions.

    Transitions, done well, take time and planning. We work to develop a comprehensive plan to be executed that improves the final results and gives your company the best opportunity to continue executing at a high level.

  • In any transition (ownership change, post M&A activaties, etc), resource alignment and initial focus’ can be major distractions taking away from executing to expectations.

    KL Advisors assesses the current state vs post merger opportunities and proposes key areas of focus as well as resource alignment to minimize business disruptions during these transactions.

  • Let’s be honest, business owners carry the weight of the business’ success on their shoulders. But success is not found in an individual effort.

    Forming and sustaining a board of advisors is a great way to bringing different perspectives, expertise and accountability into your company to help challenge and guide on your journey. You don’t have to do it alone.

 FAQs

  • We do not bill hourly simply because no project ends up being the same.

    We will meet to discuss the current state vs future state you are seeking; identify how we can assist and then provide a project proposal that includes scope of work and project cost.

    Our promise to you: If we do not feel we are in a position to add value, we will explain that and opt to no-bid the project. Were are committed to your success.

  • Head to the Contact Us page and fill out the form.

    We’ll collect your information and reach out to schedule our initial exploratory, complimentary call.

    If you have any issues with the Contact Us form, please contact us per the noted email or phone details below:

    info@thekladvisors.com

    (503) 864-0339

  • Our experience shows that part of your success is making sure their is alignment and support at the top.

    We typically work direct with the business owner(s) or their assigned leadership team.

    If this does not define the scope of your role, we kindly request that the owner (or assigned delegate) be present for the initial exploratory meeting.

  • Assuming alignment of your needs and our services, you can expect:

    EXPLORATORY MEET & GREET
    An initial (complimentary) meet and greet, approximately 30-min, for initial understanding of the scope of services you are seeking.


    INITIAL ASSESSMENT & PROPOSAL
    We then submit an initial custom-to-fit project proposal including scope of work and pricing. Every project / client need looks different. This will be tailored to you including, but not limited to:

    • definition of further assessments

    • frequency of direct interface with you / your assigned team

    • duration of project service

    • etc.

    ENGAGEMENT LETTER
    A formal engagement letter will be submitted to kick off the process.

    While we will always keep your privacy top of mind, we do suggest our clients provide KL Advisors a Non-Disclosure Agreement to keep things formal. We are happy to provide a mutually beneficial template for your consideration.

    Because we are invested in your success, part of our process is an analysis of your needs and alignment of our services.

    Our commitment to you is if we feel our services / capabilities will not add value to your initiatives, we will kindly no bid the opportunity.

  • Over 20-years in domestic and global operations (both manufacturing and trade companies) with the following experience:

    • Executed offshore, Greenfield operation startups and re-shoring / near-shoring activities with extensive focus in China & Mexico.

    • Own strategic planning processes and accountability to the plan.

    • Client sales & customer service management of both internal and external sales teams.

    • Stress-tested in the global market to adapt and find global supply & manufacturing solutions.

    • Directed high-performing teams sustaining key metric results that exceeded targets.

    • Reported direct to multiple Board of Directors and Board of Advisors in different roles.

    • Negotiated and supported multiple acquisitions (both on the buyer and seller side)