Strategic Restructuring Consultant

Consultant Details:

Contact: Andrew Schulman
Name of Firm: Schulman Consulting
Language Spoken: English
Website/LinkedIn URL: http://schulmanconsulting.com

Consultant Expertise

Communications strategy & rebranding/marketing, Facilitation of exploratory/negotiation phase, Facilitation of integration planning, Financial due diligence/integration, HR integration, IT/systems integration, Wind-down and dissolution

Program Areas

Agriculture, Arts and Culture, Community and Economic Development, Education, Environment, Health, Human Rights, Human Services, Information and Communications, International Relationship, Public Safety, Religion, Social Sciences

Number of Individuals in Firm:

1

Names and Titles of Individuals in Firm:

Andrew Schulman,
Principal

Firm or Consultant Address:

1835 S. Ogden Drive

RFQ Contact Name:

Andrew Schulman

RFQ Contact Phone:

646-295-4935

Geographic area currently served by firm (select all that apply):

USA

How would you describe the range of diversity reflected in your firm’s consultants and leadership (or self, if sole practitioner)?

At this point, we only have one consultant who is a white, cis-genered male. That being said, we have successfully worked with clients from different cultures, of different genders and with a variety of abilities. We approach each engagement and each individual as a unique person with their own perspectives and gifts to share.

Please describe your mission, values, and approach:

Schulman Consulting is America’s only consulting and advisory firm exclusively focused on the fiscal sponsorship sector, guiding dozens of clients – fiscal sponsors and sponsored projects, large and small – in overcoming a variety of challenges. The firm’s mission is to assist those in and around fiscal sponsorship so they can get the most of out this tool — whether a sponsor or a sponsored project. In addition, the firm seeks to bring greater awareness of fiscal sponsorship among those who could most benefit from it, but may not yet know about it. Finally, we seek to make it easier to “do” fiscal sponsorship “well” and help connect those individuals who work in fiscal sponsorship practices and share knowledge across the sector. Our values-focused, and analytical approach to this work allows us to find solutions that account for impact, equity and efficiency.

What expertise or perspective do you bring to organizations looking to ground their collaboration practices in values of diversity, equity, and inclusion?

I am not an expert in this area, but am currently on my own journey and bring that perspective.

Please describe your ideal engagement. Feel free to include issue area and scope of project:

The firm currently focuses on three areas: * Assisting Fiscal Sponsors in building capacity, tackling strategic challenges and improving operations, often while undergoing a change or lifecycle transition, * Guiding Sponsored Projects with readiness assessments, financial analyses, planning and execution around project separations, project transfers and initial sponsor identification, * Original Sector Research and Convenings, including the “FIscal Sponsor Conversations” a weekly Zoom to help sponsor staff learn from peers and and experts in the field.

How many strategic restructuring projects have you or your firm been involved with?

N/A

Please describe your fee structure:

As often as possible, our fees are project based. Although, in rare cases where it makes sense, we will do hourly retainer work.

What percentage of your clients are within the nonprofit sector?

100%

Are you open to remote engagements?

Yes

Briefly describe 1-3 examples of restructuring projects with which you have been involved. Please name all participating organizations. (Please prioritize NSI-funded and/or LA-based organizations).

While not falling within the NSI’s current, strict definition of “restructuring negotiations/implementations,” we have worked with dozens of organizations that are either moving into, or out of fiscal sponsorship, as well as those moving from one sponsor (often with less capacity) to another sponsor (usually with more capacity). In addition, we have counseled a number of nonprofits that were looking to become fiscal sponsors in how to develop their program “right from the start.”

Add any other information you feel would aid in understanding the value you or your consulting firm can bring to a strategic restructuring exploration or implementation process:

Please list up to 5 Consultants from your firm