Advisory capabilities for private companies.

It’s important to simplify what technologies can mean for supporting a business strategy or business growth.

Dan Moses, Private Company Services

Rapid changes in competition. Demographic shifts. Volatile marketplaces. Increasing costs. All of this drives today’s complex environment, driving complex solutions. Privately held businesses today need an advisor who understands business strategy, technology solutions, risk management, and strategic data analysis. 

Dan’s passionate about being a bridge for his clients and the goals they set for their organization. He gets that the right technology at the right time can energize a business. Dan takes the time to understand your ambitions and helps you reach the growth goals you’ve set for your company at the pace and scale you want.

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Meaningful transformation can come from simple technologies.

A large retailer and direct marketer client needed help to develop a roadmap and business case to transform its current IT environment to a next generation of systems and platforms that would support their future business strategy. The client had a complex legacy portfolio of over 400 commercial and custom systems which were extremely costly, accounting for 80 percent of the annual IT budget. 

PCS analyzed the client’s multiple systems and had focused discussions with key business leaders to help create a five-year roadmap to completely transform the IT environment. A structured project management office to execute the implementation was created and an outlined process for rapidly evaluating and selecting key software and service providers to serve as future technology platforms for future growth was put into place.

“There’s a lot of noise in the marketplace around a lot of technologies. The way you cut through that is to really simplify what those technologies can mean for supporting a business strategy or business growth. Privately held businesses are America’s growth engines.”

Dan Moses, Private Company Services

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Shawn Panson

Partner, Private Company Services Leader, PwC US

Lauren Dettloff

Private Company Services, Sales and Marketing Leader, PwC US

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