Consulting

Trusted advice for better
business development.

Over the last 15 years, I’ve analyzed and forecasted the world’s leading investments, helping individual investors and money managers outperform the S&P 500 by as much as 20 to 1. However, research is just one part of my work, and while it’s focused almost exclusively on the public markets, I take what I’ve learned and help smaller businesses drive sales, profit, and market value.

Building better assets…

On average, business ownership remains the most lucrative way to create wealth (just ask Warren Buffett) and despite the rise of modern technology, businesses are still built by people, for people. However, there is almost always a disconnect between where resources are currently allocated and where the most productive uses lie.

That’s where I come in.

What I do is turn strategies and best practices of the world’s top money managers, consultants, and corporate executives into models for better capital allocation. Then, I help clients use these models to create better business and financial outcomes through custom engagements.

Picking winners from losers is what I do best, and that means knowing which ideas to choose or direction to take for a specific business. By working with clients in whatever capacity provides the most value, I’m able to do whatever it takes to ensure that each engagement delivers unparalleled service and return on investment.

Access
24×5 availability via phone or email. In person meetings, site visits, and project management, as needed.

Network
Connect with data and capital, influencers, key talent, and industry experts to facilitate almost any outcome.

Security
Trust is a top priority and conversations with clients remain strictly confidential with a standard NDA or your own.

Pricing
It takes time to build relationships. New clients receive a trial period at a reduced cost so I can add value first.

Access
24×5 availability via phone or email. In person meetings, site visits, and project management, as needed.

Network
Connect with data and capital, influencers, key talent, and industry experts to facilitate almost any outcome.

Security
Trust is a top priority and conversations with clients remain strictly confidential with a standard NDA or your own.

Pricing
It takes time to build relationships. New clients receive a trial period at a reduced cost so I can add value first.

“Working with Poland is like having a top-tier consultant, hedge fund manager, and C-level executive all in one package, at a fraction of the cost, producing really really good results.”
 
Jonathan J., Government Contractor

Service Overview

I work with new clients on 90 day engagements advising across unlimited business matters to showcase the level of service they can expect if we continue to do business together. Whether that starts with consulting on specific problem areas to procuring explicit outcomes, I’m there at every stage of development, pushing beyond strategy and theory to help them realize their most important goals faster.

Impact Areas

Strategy
Innovation
Operations
Organization
Sales & Marketing
Risk Management
Digital Media
Data & Analytics
Sustainability
Capital Financing
Customer Experience
Talent Development
Implementation
Exit Planning
Supply Chain
Engineering
Productivity
Partnerships
and more

Industry Focus

Agriculture
Automotive
Communications
Consumer Goods
Consumer Services
Entertainment
Energy
Financial Services
Professional Services
Healthcare
Internet
Logistics
Manufacturing
Oil & Gas
Real Estate
Retail
Technology

90 Day Trial
$4,995.00

By signing up for my business
advisory service, you agree to
the terms and conditions.

90 Day Trial
$4,995.00

By signing up for my business
advisory service, you agree to
the terms and conditions.

“For me, it was a matter of risk reward. If you’re building a business, JP offers an incredible service to help get it right at scale.”
 
Matt S., Healthcare Executive

Core Framework

After more than 40,000 hours of success across the capital markets, I’ve created a matrix for better business development that forms the backbone of my work. I could give you the hype and sizzle of what’s possible if you follow my advice, but it’s better to show and prove.


Advice
Trusted analysis on
unlimited matters


Resources
The right solution
for any endeavor


Connections
New relationships
and opportunities


Quality
Improve offerings
across iterations


Value
Increase efficiency,
maximize budgets


Impact
Reach and serve
more customers


Startup
Get it right from day
one (or day 500)


Growth
Build strategically,
execute at scale


Maturity
Maintain growth,
exit with options

90 Day Trial
$4,995.00

By signing up for my business
advisory service, you agree to
the terms and conditions.

90 Day Trial
$4,995.00

By signing up for my business
advisory service, you agree to
the terms and conditions.

Jonathan has reverse engineered what makes a great investment idea into how do you build a great business worthy of investment. Awesome stuff!
 
Rebecca A. Financial Advisor

What To Expect

Going into any new relationship, it’s hard to predict what kind of performance results are possible. What I can say is this. If you’re a business owner, manager, or key decision maker for at least $500,000 in P&L then working with me will likely mean at least a 10x return on what you pay for my advice either through cost savings or new revenue creation.

Here are just a dozen ways I help…

01. Help organizing ideas, narrowing your focus, setting goals, and implementing plans.

02. Strengthen your brand reach to attract more customers with better performing sales, marketing, advertising strategies

03. Cultivate new markets, distribution channels, and buyer/client sources

04. New products or services I devise or acquire for you to use as either/or front ends or back ends for existing product or service

05. Utilize the right technologies, streamline processes, improve operational efficiency (including inventory), systematically increase revenue

06. Get new ways to take your products/services to market

07. Help placing talent: hiring, training, managing employees, providing better benefits, incentives, and establishing or improving company culture.

08. Create new partnerships, strategic alliances, and joint ventures that I find and facilitate for you.

09. Get help you managing your budget, reducing unnecessary costs, processing payments, raising money, and funding development.

10. Get help protecting you and your company, adhering to changes in legal requirements, settle disputes, and minimize risk.

11. Any competitive or complementary business that I am able to help you acquire for no capital outlay, no risk, or no fixed payment obligation

12. Better uses of your people, marketing, message/positioning/brand narratives to drive greater impact and cash flow

NOTE: Where I am not legally able to help, I have a pool of talent and capital sources to connect my clients with.

90 Day Trial
$4,995.00

By signing up for my business
advisory service, you agree to
the terms and conditions.

90 Day Trial
$4,995.00

By signing up for my business
advisory service, you agree to
the terms and conditions.

“We run a small business and working with Jonathan offered a very compelling return, even supplementing other professional services.”
 
Susan + Peter G., Restaurant Owners

What I Believe

Business is the lifeblood of progress, an endless cycle of investments and deliverables, where success is created by mastering the fundamentals, reallocating capital at scale, and adjusting to market changes. Capitalists are the driving force. First, taking risks to bring goods and services to market and then giving back through taxes, charity, and consumption.

cap·i·tal·ist noun
Anyone who invests time, money, and/or resources for the potential of greater economic rewards either in a business or personal capacity.

While no system is perfect, before the advent of capitalism, social status was generally fixed from the beginning to the end of a person’s life, with almost no way of changing it. In modern society, private ownership of production along with the incentive of profit and loss serve the market, not a hierarchy, thus ensuring a growing supply of useful products for all.

Profit drives progress, but the business world doesn’t function in a vacuum. Instead, people come together around common goals to collectively tackle specific problems. Work with me and create engagements that suit your ambition.

Thank You!
Jonathan Poland

90 Day Trial
$4,995.00

By signing up for my business
advisory service, you agree to
the terms and conditions.

90 Day Trial
$4,995.00

By signing up for my business
advisory service, you agree to
the terms and conditions.
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