BUSINESS CASE FOR THE FOUNDING OF BASTIEN ADVISORY GROUP (AUTHORED BY DAVID COSLOY)

BUSINESS CASE FOR THE FOUNDING OF BASTIEN ADVISORY GROUP (AUTHORED BY DAVID COSLOY)

Over the past 20 years, in leadership roles for long periods of time at two of the top-tier consulting firms and on the internal C-Suite consulting team at the largest bank, founding Bastien Advisory Group provided me with the ability to drive, select, and completely own a portfolio of business.  Most important, I founded this company on the values that I believe in and the values that I believe matter the most to my clients and my people.

Thank you to my extended team of experienced professionals who both encouraged me to start this venture, as, per our mutual agreement, “the time is now”.  My work is sourced directly from meaningful past client relationships and my extensive network (professional and personal).  My network is now also in influential roles at leading companies.

For the market testing prior to launch, I connected immediately with my network to confirm the business case.  I extend a heartfelt thank you to the colleagues and friends who took the time over the summer to provide advice and counsel pre-launch.  You accommodated my business needs into your busy schedules and your summer plans, encouraging me to “go and do this – the marketplace needs these services, specifically, from you”.

From these discussions, my first business opportunities arose – it has been organic and it feels right.  I look forward to connecting further and to sharing our first full-year annual report on December 31, 2016. Finally, thank you to my wife Jessica and our two young daughters who remind me each day to not waste time when there are dreams to fulfill.