Client description
Merriwether and Williams Insurance Services is a successful commercial insurance, bonding and risk management consulting business that operates in San Francisco, Los Angeles, San Diego and Oakland. PTA has assisted business owner Ingrid Merriwether with personnel development, strategic reviews and business planning. We helped address many strategic planning initiatives to position the business for growth and replication in other urban locations. We used a business action planning process to locate, place and hire key management staff.Service Provided
- Business Planning
