Corporate & Strategy Services
  • Board of Directors & Temporary CxO Services
  • Corporate Strategy and New Business Models
  • Corporate Development and Entry/Exit Business Lines Advisory
  • Merger & Acquisition Planning, Due Diligence, and Assimilation
  • Closely Held Business Advisory (Succession Planning & Monetization)
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Sales, Revenue & Financial Management Services
  • Revenue Enhancement
  • Sales Strategy, Sales Model, & Performance
  • Sales Forecasting & Reporting
  • Financial Management and Internal Controls
  • Cash-Flow Optimization
  • Procurement
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Operations & IT Management Services
  • Operating Model Alignment
  • Process Re-Engineering & Change Support
  • Back-Office Efficiency & Effectiveness Services
  • Aligning/Optimizing IT to Leverage the Business
  • IT Delivery Models (Moving to the Hybrid Enterprise)
  • IT Modernization/Consolidation (Apps, End-User, Infrastructure)
  • IT Sourcing Strategy, Selection Advisory, Governance & Vendor Management
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Who We Are & What We Do

J. M. Roseman & Company is a boutique advisory and management consulting firm focused on helping midsized growth companies and smaller, growth-oriented closely held businesses (including privately held businesses that are at a transition point).

The scope of our services extend from first customer contact to the board room, from corporate strategy, sales and revenue enhancement and financial management, to day-to-day operations and information technology. This scope of service is especially important in today's world of digital transformation, including artificial intelligence - a technology that will affect every business. Tomorrow's future is here today. Every business must be prepared to meet the new world. J. M. Roseman & Company brings its own capabilities to the table, and, when appropriate, we can tap a network of specialized teaming partners.

Our experience includes projects with many of the largest companies in the world and the daily challenges of running and managing small and midsized companies, including start-ups. This combination of experience offers a unique value proposition: a trusted advisor that brings global multi-national experience to small and midsized businesses, and start-ups.

We are committed to the highest values of excellence, goodness, and virtue, and stand ready to serve our clients with these same values.

Jim Roseman