Owner Advisory Services

Clients engage Kona Advisors to achieve results with existential impact. Our advisory assignments typically address a combination of these business needs:


Conceive and deploy growth strategies, including product development, market entry, and supply chain development.


Source and lead financings and investor relations, negotiate and manage banking relationships, restructure balance sheets, develop financial projections, manage cash flow, and negotiate major contracts.


Source, diligence and execute buy and sell transactions. Develop and manage intermediary and transaction support relationships.


Design organization structure to meet business goals, and hire/train/retain the talent needed to execute the plan.

Risk Management

Initiate, evaluate and run risk management systems, including both insurable and uninsurable risks.

Special Situations

Take prudent and necessary actions to safeguard shareholder value on a timely basis. Provide stakeholder communications and fiduciary guidance for owners, directors and management.

Corporate Board Development

For some clients, their businesses are running well, but they lack the governance processes and board effectiveness needed to meet the owners’ needs, especially during periods of transition or industry instability.

As a result of over 30 years of board work, Kona Advisors frequently leads assignments to solve these needs:

  • Board Formation
  • Governance Best Practices
  • Director Recruiting
  • Board Chair
  • Board Evaluations
  • Board Service

Our ability to recommend and execute solutions to resolve complex problems positions Kona Advisors as the clients’ most trusted advisor.

Some of the organizations Bruce has worked with include:


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