DPT ADVISORY

©2018 by DPT Advisory

CONTACT US

Contact us today to schedule a consultation and find out how DPT Advisory can uncover new opportunities for your business.

ABOUT THE OWNER

Donna Person is a finance and strategy executive with 20 years’ experience in financial management consulting and digital strategy. Donna is adept at building a range of models for forecasting, valuation, and scenario analysis driving revenue improvements, improving operations, and creating new business opportunities. She has negotiated hundreds of contracts with companies such as Apple and Microsoft, as well as small sole proprietorships, helping to find the right set of terms that address client needs leading to an agreeable value exchange for both sides. 


Before founding DPT Advisory, Donna held senior strategic and development roles at Booz Allen Hamilton, Viacom, and the former Lehman Brothers. She holds a master of science from the University of California at Berkeley, and a bachelor of science in chemistry from the University of Maryland Baltimore County where she was a Meyerhoff Scholar and graduated magna cum laude with departmental honors. Donna is a member of Phi Beta Kappa and a CFA Charterholder (awarded in 2006).

Strategy

“I believe that people make their own luck by great preparation and good strategy.”

– Jack Canfield

We take a comprehensive approach to helping companies map out their vision and translating it into a viable strategy. Strategic services include:

  • Business Transformation Planning & Execution

  • Deal Negotiation and Implementation

  • Risk Identification & Management

  • Identification and Management of Key Performance Indicators

Operations

“Action may not always bring success, but there is no success without action.” - Benjamin Disraeli

Our operations support combines traditional finance and strategy with modern digital practice to assist our clients in reaching maximum operational efficiency. Operations services include:

  • Project Management

  • Change Management

  • Reporting & Tracking

  • Website Development & Migration Support

  • Digital Traffic & Advertising Optimization

  • Budget Creation and Analysis

Finance

“When you have mastered numbers, you will in fact no longer be reading numbers, any more than you read words when reading books. You will be reading meanings."

-W. E. B. Du Bois 

We offer a range of financial services to address all business needs to ensure our clients are realizing their goals. Financial services include:

  • Investment Analysis & Valuation

  • Mergers & Acquisition Assistance

  • Financial Modeling

  • Financial Statement Generation and Analysis

  • Forecasting

OUR SERVICES

DPT Advisory is a full-service business strategy firm with a focus on operations, budgeting, forecasting, and development. We have resources available for legal, IT, marketing, and public relations needs, and experience serving industries ranging from investment banking and technology consulting to media.