WIMS Client Spotlight: The Christmas Team

WIMS Client Spotlight: The Christmas Team

The Christmas Team and their decorating elves are a commercial and residential Christmas light installation company. Voted “The Charlotte’s Premier Holiday Light Installation Company” by The Charlotte Business Group. They pride themselves on impeccable customer...
Q4 2020: FINISH LIKE A SAVAGE & PREPARE FOR 2021 DOMINATION!

Q4 2020: FINISH LIKE A SAVAGE & PREPARE FOR 2021 DOMINATION!

There’s something about Q4 that is always exhilarating to me. Knowing that “the game” is coming to an end, each and every play is more significant, there’s less margin for error. Perform well during this time and you can make up for a lot of previous mistakes and...
5 Ways Family Offices Can Optimize for the Present & Future

5 Ways Family Offices Can Optimize for the Present & Future

Over the past 50 years, the amount of family offices has grown to an estimated 3,500-5,000 as ultra-high-net-worth (UHNW) investors have increasingly used this approach to leverage and manage their wealth. Whether it be through Single-Family Offices (SFO’s),...
Enterprise Level Salesforce.com CRM Implementations for Mid-Large Companies

Enterprise Level Salesforce.com CRM Implementations for Mid-Large Companies

My firm, WIMS Consulting, has been providing CRM implementation services since its inception (and personally I’ve been leading them for 15 years now). We have been platform agnostic (we work with all of the primary platforms, including Salesforce.com, Zoho, Hubspot,...
Private Investment Funds in 2022: Focus on Optimizing & Streamlining Existing Portfolio Company Investments to Grow amid Volatility

Private Investment Funds in 2022: Focus on Optimizing & Streamlining Existing Portfolio Company Investments to Grow amid Volatility

The whirlwinds of 2020-2022 rattled businesses across the country, and it was no different for the private investment/fund industries. Even prior to last year, trends were moving toward funds (private equity, venture capital, family office, etc.) establishing...