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Our Strategy-Based Services

As seasoned executives with proven success operating and growing businesses for more than 40 years, we have developed a suite of strategic business services to help mechanical contractors, nonprofits and family operated businesses achieve their objectives.

Our strategic business planning, strategy seminars, and Board services enable our clients to achieve sustainable growth, competitive differentiation and profitability while managing adversity and risk.


Strategic Business Planning

Success is not random; it requires strategy, tactics and execution along multiple levels. The McCarl Group provides strategic business planning and facilitation services to address your strategic growth, financial management, personnel development and risk management objectives.

Our services and objectivity enable our clients to break through preconceptions to think beyond traditional methods and practices.

Importantly, our services provide you with the tools to continue your strategic planning long after the engagement has concluded.


Strategic Business Seminars

The McCarl Group business seminars, endorsed by the National Education Initiative, provide on-site training for your teams.

Through half-day courses, we demonstrate the benefits and provide a practical approach to strategic planning, profitability, cash flow and risk management - the keys to success for every enterprise.

Our workshops are developed by business practitioners for the real world. You walk away with a clear understanding, the knowledge and tools to immediately begin making actionable changes in your business.

Our on-site seminars are ideal to synchronize management teams, resolve long-standing issues, and facilitate new thinking and change. Please view comments from our workshop attendees.


Board Representation

We help companies at the senior-most level by providing consultative services to the Board of Directors, or accepting appointments to the Board.

Additionally, Jim McCarl, the president of The McCarl Group, has served on the boards of over a dozen professional, cultural, nonprofit and commercial organizations including:
  • Chairman of the Board, Gateway Bank of Pennsylvania
  • Board Member, Member of the Audit and Governance Committee, Smith Brothers Holdings
  • Business Advisory Council, Federal Reserve Bank of Cleveland
  • Board of Trustees, University of Pittsburgh
  • President, Board of Directors, University of Pittsburgh Alumni Association
As a seasoned executive in the corporate environment, Jim has served on numerous compensation, audit and management committees. Click to view a .pdf of Jim's curriculum vitae. Also contact us if you believe Jim McCarl may be of service to the Board of your commercial enterprise.