• NEW Service Offering -- Independent Inspector of Election Team.
   
• "Optimization programs": review of shareholder-oriented programs for compliance, cost reduction, insourcing and outsourcing.
   
• Annual meeting support: planning, staffing and highly experienced independent inspectors of election.
   
• Market research/marketing materials
   
• Expert consulting/Expert witnesses: involving securities transfer; lost, stolen and restricted securities; tenders and exchanges and proxy voting matters.
   
• Plain-English materials: designed to optimize shareholder understanding and obtain desired responses.
   
• Staff support: part-time, temporary & permanent staffing guaranteed to have the skills you need.
   
• Vendor evaluation
   
• We also publish The Shareholder Service Optimizer, a bi-monthly newsletter, "Helping public companies – and their suppliers – deliver better and more cost-effective service..."

Ways clients are using these services:

Improve service quality, lower costs, deal with "breaking" or unusual corporate events, analyze and select best practices/best partners in a fast-changing environment and take maximum advantage of technology.

Types of companies or industries currently serving:

• Publicly traded companies
• Advisors and suppliers to public companies

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