We navigate leaders through complex corporate challenges.


Strategy. Sustainability. Performance.

We develop financial and management strategies for those aspiring to build larger, best-in-class companies.

Our solutions are built on experience and designed with the intentional purpose of transforming businesses, with a sustainable and holistic approach.

We partner with small- and mid-sized companies to help them achieve excellence in all aspects of their market and business, with a focus in specialty growth capital.

We focus on creating transformational value.

Change is inevitable and necessary in any growing company. With our methodology, we can help you promote and embrace this change. Our team of experts makes it interesting and our process adds structure. We challenge your organization and engage your employees with uncommon but highly effective tools of the trade.

Strategy. Sustainability. Performance.

Our methodologies are proven to drive results.

We work with your leadership to determine a vision for your company’s future.
Together, we leverage our experiences to determine the most high-value business practices for your company.
We integrate our services and team into your business. By becoming part of your team, we have a definite stake in the transformation.
Build Strategically
Together, we use the WEX Compass to build your business and take it to the next level.

Succeed with balance.

The WEX Compass is our proprietary toolbox that includes tried and true resources, procedures, and processes that help our customers do well by doing good. Together, we use this model to succeed with balance—building your business by enhancing your value proposition, creating industry leadership, and achieving operational excellence.

Grow with us.

Our team of strategic architects and sustainability experts equips businesses with innovative tools and best practices for high growth and increased productivity, while infusing balance and social responsibility into operations. We specialize in the following areas:

Financial Structure & Capital Formation

Management Stewardship & Corporate Culture

Sales Strategy & Business Development

  • Executive Team Formation & Training
  • Building the Board
  • Mission, Vision, Values
  • Brand Strategy & Digital Marketing
  • Streamlined Operations
  • Rhythm, Routine, & KPI’s
  • Internal & External Communications
  • Re-sizing
  • IT Strategy

Do well by doing good.







Our philosophy is rooted in the principles of the triple bottom line, incorporating the notion of sustainability into business decisions.

We introduce and implement best practices for high growth and increased productivity, while infusing balance and social responsibility into operations.

We help you integrate these solutions into your core business.

We work with leadership teams that want to achieve greatness.

Our customers operate primarily in the Technology, Media, and Telecommunications (TMT) space. We also work with membership organizations intent on using TMT to achieve their business goals.

Young President's Organization Social Venture Network
Social Growth Technologies BetterWorld Wireless
Institute for Integrative Nutrition NetOne International
In Ticketing PaymentVision
The CMO Club Criterion Ventures
Sunny's Transportation SquareTwo Financial
Transactis VitalChoice
Working Excellence has provided us with both the courage and the tools to consistently raise our game to the next level. I would recommend them to anyone or any organization that is seeking to improve their mission or position in their respective marketplace.

– CEO, BetterWorld Wireless

We closed 14 deals totaling over US$250M. I don’t know if anyone is better at developing a market opportunity and leading an organization to meet it full steam ahead.

– SVP, NetTel Communications

Working Excellence has helped us create a strong foundation at In Ticketing that I am proud to stand on. Their vision has helped us become a stronger, leaner, and more profitable organization with a clear path going forward.

– VP Sales, In Ticketing

Working Excellence brings their great strategic vision on capital formation and corporate development. They’ve “been there, done that,” with the experience any CEO would appreciate.

– CEO, Transactis

For more information on how we have helped our clients transform their businesses, please download a copy of our Client Snapshots.

Meet the team.

Our team has a diverse background and a broad range of specialties. We challenge each other, our customers, and our business associates to reach beyond the status quo and find innovative technological solutions to corporate growth and sustainability issues.

Let’s work together.

Washington DC
11951 Freedom Drive, 13th Floor
Reston, VA 20190
San Francisco
One Market Street, 36th Floor
San Francisco, CA 94105
New York
41 Madison Avenue, 31st Floor
New York, NY 10010