Advisory Board

Finding their Clarity

True scarcity in business today isn’t knowledge or different growth options or even good intention, it’s CLARITY.

My passionate purpose is to help my clients build better companies with greater value and to help them execute their right strategy – their central idea that evolves thru changing circumstances. Here are some client successes and how my clients describe them.

doeLegal, LLC – Wilmington, DE

Tom Russo, President
David has created a forever, game changing difference in my business. We now employ the efforts that he wrung out of us in everything we plan, discuss or strive to achieve. This endeavor is probably the biggest single turning point of our 40-year history. David dug deep into the psyche of our company and clearly understood everything about us. He had the nerve and audacity to direct our internal differences and doubt…and channel them into productive discovery moments. I highly recommend David.

Shingle & Gibb Automation, Moorestown, NJ

Brian Lepsis, President & CEO
David, as I reflect back on the past seven years that we have been working together, I am amazed at our Company’s growth and stability. In the time since we first engaged you, the Strategic Plans you helped us build (and execute) have resulted in the doubling of our sales while still maintaining the Core Values and DNA our organization has been living for eight-plus decades.

I remain incredibly grateful for the energy and clarity you continue to bring to our growing Team. With the greatest of gratitude, Brian.

Food Bank of South Jersey – Pennsauken, NJ

Val Traore, CEO
“Other than the plan to start our nonprofit 30 years ago, the organization has never engaged in extensive strategic planning. The thought of the work that goes into planning overwhelmed us, but then we found David Carter and he turned out to be one of the best decisions we made that year. David introduced us to a new way of thinking about our business and from that new perspective we found ourselves doing more “thinking out of the box” visioning and planning than we had done in a long time.

His advice was always insightful and measured –ever being mindful that we were the drivers of our plan. He taught us a key analysis system of “ Stop, Start and Keep”. Simple phraseology but meaningful results! At the end of the process we ended with a phenomenal one-page three year strategic plan that we successfully executed one year ahead of schedule. David is a masterful communicator, knowledgeable, funny and very personable which are important characteristics to have in a consultant when working on long term projects like strategic planning. It was a pleasure working with him!

Dave Moser Photography, Philadelphia, PA and Worldwide Markets

Dave Moser, Owner/Photographer
Working with David Carter has provided clarity to say the least. His patience and depth of knowledge in business and growth are invaluable. I am a self-taught businessperson, and after 25 years in business feel that I finally have a strong understanding of not only my business but also the market in which I operate.

Completing his Execution Canvas has provided concrete goals, the navigation to hit these goals, and metrics to monitor my success. This stronger understanding of my numbers has taken much of the anxiety out of my day-to-day experience. The path to my goals and growth are now clear, obtainable and based on reality. After just one month, I am seeing progress.

I now have clear and concise guiding values, strategies and purpose I can articulate. This process will most certainly provide clarity for any business leader.

Springboard Media, Philadelphia and Exton, PA

Everett Katzen, President
We thoroughly enjoyed working with David on our strategic planning. David was thorough, professional, and insightful in our sessions. We especially appreciated his ability to know when to jump in and re-direct us; versus letting us work through difficult subjects on our own. I have no doubt that without having David as our facilitator that we would not have accomplished nearly as much.

We achieved exactly what we wanted – a comprehensive one page strategic plan for Springboard Media. Our management team is now more cohesive and we are truly focused on the right things and getting them done. I highly recommend David to work with you and your leadership team.

County House Research, Inc. – Philadelphia, Northeast US

Barak Zimmerman, Founder/President
My company and I have been working with David Carter for a number of years now. He has helped us to establish a more strategic approach to our business, to plan better, and to achieve our business goals. Last year, we achieved a 20% growth rate, which is due in part to the management techniques we have developed with David.

I know that I echo the sentiments of all the members of my company’s leadership team when I say that David has helped us improve our business processes in ways that we didn’t imagine possible. On a personal level, I have learned an immense amount from David’s coaching. With every planning session or retreat, I get the sense that David is invested completely in me and my company’s success.

Valtech Corporation – Pottstown, PA / Shanghai, China

Robert Girard, President
David has worked very closely with our management team to develop a strategic plan for our global specialty chemical business.  Most importantly he has been critical to ensuring these plans are executed and he holds senior management accountable to making difficult decisions.  Through his efforts and coaching our management team has achieved a rhythm that has allowed us to accomplish the items we identified as critical to achieving our goals.  Our management team is now more cohesive and we are truly focused on the right things and getting them done.

Bergey’s Truck Centers – Franconia, PA

Mark Bergey, President
Teresa C. Flowers, Director of Business Processes

We recently contacted David Carter to facilitate our senior management team in developing short-term and long-term strategic plans and an overall future market footprint. Before the first all-day work session, David spent considerable time preparing us by asking insightful questions, making reading recommendations, and ensuring the scope of our work was in line with the company’s vision. He prepared himself by familiarizing himself with both our company and our industry.

The actual work session exceeded the senior management team’s expectations by how clear our strategy became as the day progressed and the level of collective and individual accountability we built into the implementation phase.

We already have David scheduled to work with us to further develop our long-term strategic plan. He is professional and focused with exemplary facilitation skills. We would recommend him without qualification.

Delco Development, LLC – Willingboro, NJ

John Moser, Senior Vice President
When David returned for a review session following our strategic planning retreat, our leadership team realized we have seen a complete change in the direction of our company.

We are not the same company as we were four months ago. Physically, yes it is the same, but directionally David has given us a lot of focus.

I liked that he was able to jog us along. He asked us pointed questions that we needed to answer collectively to get us going in the direction that we needed. I highly recommend David to work with you and your leadership team.

P. Agnes, Inc. – Greater Philadelphia

Pat Pasquariello, Vice President & Principal
David, as we conclude our current sessions, I wanted to express my gratitude and appreciation for your expertise. Your coaching has had a huge affect on how I look at business and on P. Agnes Inc. in general. Perhaps the most beneficial lesson is the concept of working ON my business in lieu of just working IN my business. I was particularly impressed with the number of “Blinding Flashes of the Obvious” that you brought to my attention. There were many things that I found myself saying, “Why didn’t I think of that?” Much of what you taught me really was extremely obvious and, as I found out, necessary to the success of P. Agnes.

Although I have always set goals, you showed me how to create S.M.A.R.T. goals which are much more meaningful, and have more “teeth”. By setting in motion my reticular activator, I will be able to chart a path for myself and for P. Agnes that will be financially rewarding for years to come. Thank you for all of your efforts in making me a better, more complete businessman. I have found not only a business coach, but also a friend.

Ragtops & Roadsters – Philadelphia, Tri-State Area

Michael Engard, President
David, I just wanted to drop you a note to say thanks again for all your help with our business, Ragtops & Roadsters. Your insight and knowledge has had a tremendous impact on our bottom line. Income is up, expenses are under control and profits are better then they’ve ever been.

The financial issue is where we started, but your savvy guidance and eager comprehension of our unique business situation has helped us to enable controlled growth that has seen improvements in every facet of the business. Marketing is accurately targeted and we know that we have a competitive edge in our industry. With your help we have created a happier and more productive workplace with employees who are truly engaged and willingly contribute to our combined success. Your assistance and direction during the creation of our Operations Plan and Budget proved invaluable and deeply appreciated.

Most importantly your involvement has given me the confidence and knowledge I need to successfully grow the business to the next level.

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