IdeaTransfer

IdeaTransfer was co-founded by Terry White and Alan Boal.  Over decades we developed a broad spectrum of business planning capabilities in response to client needs.  Here are some examples.

Business Plans

More than 200 independently owned firms in US, Canada and Australia have engaged IdeaTransfer for business plan development, as well as large corporations like Lion Street, PartnersFinancial, Hickel Hotels, Ringler Associates, M Financial, Elders Bank.

Marketing Plans

More than 250 firms in US, Canada and Australia have engaged IdeaTransfer to develop marketing strategies, positioning language, and branding, as well as selling and service tracking systems.

Internal Ownership Transfer Plans

More than 50 independently owned firms in US, Canada and Australia have engaged IdeaTransfer to plan their multigenerational business transitions.

External Ownership Transfer Plans

  • Cornerstone Companies
  • Hotel Intercontinental San Diego

IPO Plans

  • Rusty Pelican Restaurants
  • Moreland International

Acquisition Plans

  • National Financial Partners acquisition of PartnersFinancial

Merger Plans

  • Wexler, Wiseman merger with Blank, Rome
  • The Madison Group merger

Recruiting Plans

  • National Financial Partners
  • M Financial
  • The Nautilus Group
  • Retirement Distribution Strategies, Inc.

Executive Team Coaching

  • Lion Street
  • Pacific Life
  • New York Life
  • AXA
  • ING
  • M Financial
  • PartnersFinancial

Interim Management

  • CEO, CMS Companies
  • CMO, Retirement Capital Group
  • CMO, Bryant Group
  • COO, Cornerstone Companies

Research Projects

  • Pacific Life
  • New York Life
  • Hickel Hotels
  • Capital Analysts Inc.

Intellectual Property

  • ADAPT Strategic Business Planning program
  • Business Succession Sourcebook
  • Navigator 510 business platform software
  • The Able Navigator personal coaching book
  • Idea Transfer presentation book and course

Comware Development

More than 150 firms in US, Canada and Australia have used IdeaTransfer to implement client communication strategies in print, audio, video, and Internet media.

Ghostwriting

More than 50 industry leaders have engaged IdeaTransfer to write books and articles to capture their perspectives on fundamental issues and future directions.

Presentation Development

More than 100 industry leaders have engaged IdeaTransfer for presentation content and coaching.