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VerifiedFinancial Services· Founded 2015

Strategy & Resources Llc

TRANSFORMATIVE INSIGHTS, REAL RESULTS Strategy & Resources LLC is a full-service independent consulting firm led by a team of innovative specialists and entrepreneurs, offering deep expertise within the Financial Services industry. We are well positioned to help our clients drive transformational change at a fast, but prudent pace, with limited risk, and maximum results. As a top executive, you are focused on running a great business while ensuring that the executive leadership team is aligned when it comes to generating your collective vision and goals. The C-Suite will always have a lot riding on the strategic decisions made. Core services fall into three distinct but complimentary categories: Strategic Consulting; Practice Management; Premier Support. Managing Partner Matt Lynch and the executive team specialize in working with financial services companies, focusing on corporate-level strategy, resource optimization and change management. Additional services include succession planning, M&A strategies and post-merger integration plans, board retreats and benchmarking studies. For more information, visit

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HeadquartersDayton, United StatesEmployees6(1 to 10)Annual revenue$1M to <$10MFounded year2015Websitestrategyresources.comLinkedIn profileLinkedIn

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5 distinct titles indexed · top 5 shown.

  • 1administrative assistant
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  • 1managing partner
  • 1partner
  • 1senior consultant

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