Small College $olutions

In-Depth Financial Analysis

Our financial analysis offers a meticulous ten-year review of your institution’s financial health. We delve into key financial metrics, providing a clear picture of your revenue streams, expenditures, and overall financial standing using key performance and financial indicators not generally used by the non-profit industry.  

Topics include:

Demographic Assessment

Financial Statement Analysis

Program-Based Efficiency

Student Enrollment Insights

Understanding your potential student body is crucial for effective recruitment and planning. Our demographic analysis provides valuable insights into:

This detailed understanding allows you to refine your recruitment strategies, target the right student demographics, and anticipate future enrollment trends.

By aligning your academic offerings and marketing efforts with the needs and preferences of prospective students, you can better position your institution in a competitive market.

Actionable Pathways for Success

Our service goes beyond analysis by offering strategic recommendations tailored to your institution’s unique circumstances.

Based on the findings from our financial and demographic assessments, we provide actionable pathways designed to foster growth, improve sustainability, and ensure long-term success.

These recommendations are not generic; they are crafted to address your specific challenges and opportunities, offering clear, practical steps to guide your institution toward a prosperous future. 

Possible insights include:

After completing our three-part analysis above, we will present a report that provides an executive summary of our findings and recommendations, helping your institution:

In turn, with this analysis, you can access our deep team of expert specialists depending on the needs of your particular institution. 

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A development executive with more than 40 years of experience, Jay launched TAG in 2006. He previously had served Choate Rosemary Hall, Yale University School of Medicine, University of Pennsylvania Health System, Drew University, and New York-Presbyterian Hospital.

Jay’s extensive client list includes many of the nation’s leading colleges and universities, independent schools, medical institutions, and nonprofits. He is a sought-after speaker and writer, and he presents often for national nonprofit professional organizations, including the Council for Advancement and Support of Education, National Association of Independent Schools, Association for Healthcare Philanthropy, Association for Fundraising Professionals, and BoardSource.

Immediately before launching TAG, Jay oversaw the highly successful $1 billion campaign for New York-Presbyterian, during which annual philanthropic revenue increased from approximately $75 million to more than $200 million. At Drew, Jay worked with University President and former New Jersey Governor Tom Kean to build its development and alumni affairs program, serving as the architect for Drew's first comprehensive campaign ($85 million).While at Yale, as a senior development officer, he coordinated planning to launch the School of Medicine’s $285 million component of Yale's $1.5billion campaign. At Penn, in addition to serving on a team of three who planned a $600 million health system campaign, Jay led the campaign's priority program: a unique and bold $77 million initiative designed ultimately to establish Penn as the only tuition-free medical school.

Jay received his B.A. from Lake Forest College and studied public administration and nonprofit management at the University of Connecticut.

Stuart has had a varied career in accounting and finance with major corporations such as General Electric and Merrill Lynch, starting as a finance trainee and auditor at the former, and leaving the latter as the CFO of the global research department prior to starting a post-MBA career on Wall Street. Currently, he is the CFO of Healing Home Foods, a specialty healthy snack manufacturer located in Oxford, Maine.

As an investor, analyst, and portfolio manager with several hedge funds (including his own), Stuart has evaluated and advised hundreds of small-cap companies, bringing over a dozen companies public and taking the long-term view on helping management achieve strategic goals. Being the largest or one of the largest shareholders in several small-cap companies over his career, Stuart’s objective was always to maintain an open dialogue and be a strategic advisor to management rather than taking an activist role.

Stuart received his undergraduate degree in finance from Boston University and his MBA from New York University. An avid golfer and tennis player, Stuart gives his knees a rest by biking, hiking, and reading history as often as possible.

Todd Sloan is a fundraising and communications professional with over thirty years experience in non-profit and educational institutions where he has led major and planned giving activities, alumni relations programming and communications. Throughout his career, Todd has worked closely with university presidents, volunteer boards, deans and other leadership in designing and executing fundraising strategies including multiple comprehensive campaigns.

Todd’s extensive experience includes the Pennsylvania State University where here served as Senior Director of Development & Alumni relations for the Smeal College of Business and then as Executive Director for Schools & Units during which he provided management, oversight and mentorship for the directors of development of ten college and academic units. Todd’s other senior leadership roles include American University in Washington DC as well as serving as Vice President of Development & Alumni Relations at Quinnipiac University in Hamden, Connecticut.

Todd earned a BA in political science from the Pennsylvania State University.

Jack is a leading and highly accomplished college administrator. He has held nearly every academic position during his long career. He served as president of St. Michael’s College for 11 years. Prior to this appointment, he was academic vice president and dean of faculties at Boston College after serving for 22 years as dean of the Carroll School of Management at Boston College. He also has served on numerous for-profit and not-for-profit boards, including those of large academic medical centers and major financial firms. Jack has conducted, overseen, and implemented countless strategic plans.

Throughout his career, he has concentrated on improving the organizational quality and stature of the institutions he serves with the goal of strengthening their position in the marketplace. This has become critical as institutions wrestle with changing demographics and accelerated change.
An avid runner, Jack’s marathon days are behind him; he resides on an old farm in Vermont, where he vainly attempts to keep the flora and fauna at bay.

Early in his career, David served as the associate vice president and director of university properties at Yale University. He then cofounded and served as president of Facilities Resource Management, the nation’s leading facilities and energy management company working with educational institutions across the country.

Since selling Facilities Resource Management to Aramark, David devotes his time to consulting in real estate and facilities services and is a trustee on a number of boards, including Lesley University, NewAlliance Foundation, First City Fund Corporation, Elm Shakespeare Company, Project Access, and St. Martin de Porres Academy.

David holds a bachelor’s degree from Williams College and a master’s degree from Columbia University Graduate School of Business.

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