AEG Regional Councils consist of professionals with extensive expertise in providing each service required of mid-market businesses throughout their lifespan. Examples of capabilities include:
- Management Consulting
- Strategic Planning
- Risk and Agility Planning
- Wealth Management
- Legal & Accounting
- Information Technology
- Continuity Planning
- Human Resources
- Leadership & Governance
- Cost Management
- Business Development
- Sales & Marketing
- Performance Measurement
- Growth Strategy
- Invest/Comm Banking
Each Regional Council recruits, evaluates and selects its own Advisors. Candidates are offered membership based on the needs of local businesses, the technical competence and reputation of the advisor and the ability to work with other advisors to support client needs.
Before a candidate advisor is accepted as a member, they must complete a background check, they must commit to abide by our Code of Ethics and adjudication processes, and continuously contribute to the development of AEG capabilities and their respective professions. Advisors are evaluated annually to assure continued contributions to the principles and effectiveness of AEG and the business owners we serve.
- Experience – All advisors must have at least 20 years of experience in their fields, which provides them broad networks and a historical perspective of business in the region
- Qualifications – Each advisor holds a certification or license in their area of expertise and professional focus. Current certification assures a business owner that each advisor is current on relevant business and regulatory practices.
- Integrity – All AEG advisors voluntarily agree to be bound the AEG Code of Ethics, based on the Code of Ethics for the Institute of Management Consultants USA, the certifying body for US management consultants. Allegations of violation are independently adjudicated and resolved to maintain integrity of AEG and our processes.
- Leadership – Many advisors are leaders in their professions. For example:
- Tien Wong is Founder and Host of the Big Idea CONNECTpreneur Forum, called “The Best Networking Event in the MidAtlantic.”
- Fred Gumbinner is President of the DC Chapter of the Keiretsu Network.
- Bob London is Entrepreneur in Residence at the Dingman Center.
- Mark Haas is Former Chair/CEO and current Ethics Officer for the Institute of Management Consultants USA.
- Independence – By bringing together professionals from various firms in the region, as well as different disciplines, clients get a diversity of perspectives that creates greater innovation and provides a check on “group think” common of a single advisory source.
- Understanding – AEG advisors understand owners because most run their own businesses, and some have built or sold several businesses. This gives a different level of insight into the owner’s position, journey and aspirations than employees of consulting or private equity firms.
- Perspective – Our advisors see the bigger picture than most advisors focused on their own discipline. Because the AEG approach is to integrate business operations, enterprise growth, personal wealth planning and transition in providing services, each advisor is continually challenged to sharpen their skills and broaden their perspective beyond a focus just on their own traditional services.