At a more traditional level, we help people run their companies more efficiently, supported through technology. On a more ambitious scale, we help people to plan exciting futures, building, acquiring or selling businesses with a technical dimension at their core. We do all of this this by empowering every client with a better understanding of the potential, limitations, ramifications and value of technology. 

Business Technology Concierge 

Clients depend upon timely customer service that is empathetic and versatile so that they can easily access technology to do their work with confidence. 

We deliver Peace-of-mind to our clients through our atypical and proactive security monitoring of business continuity, assets and security.

Our Help Desk operates like a Five-Star Concierge that quickly solves problems . . . and . . . it often provides solutions before clients even experience issues.

Proactive monitoring of clients’ technology gives owners and their personnel unfailing peace-of-mind.  When it comes down to it, our clients want reliable:

• Protection and mitigation

• Backup and restore testing

• Scheduled site visits AND

• Security compliance and updates

Business continuity planning is thorough and gives clients fail-proof redundancies that prevent loss of data and dollars.  We deliver:

• Security audits

• Security planning AND

• Data loss prevention

Information Technology (IT) Consulting

This is where we apply our core skills and experience to the broader corporate world. Are you a member of an IT team in need of help with a big project? Whether you need help designing a new project, or executing one, our experts have probably done it before. If we haven't, we've built a reputation for taking on the unknown and taming it.

Business Technology Consulting

Rook Advisors’ clients achieve their critical business objectives with the assistance of seasoned business and technology experts who understand the value of human, financial, and intellectual capital.

We help owners, executive teams, and investors, make mergers and acquisitions seamless and cost-efficient in the areas of technology and management.

We have three areas of expertise: due diligence, interim leadership, and business continuity. Rook Advisors also provides concierge technology services to clients, some of them long after special engagements have concluded.

1.     Due diligence projects validate issues and opportunities that help OUR clients avoid heartaches and save money.  They have confidence that their investments are safe because we evaluate, monitor and secure:

• Their infrastructure

• Valuable information

• Key People

2.     Interim leadership engagements improve methods and controls because we establish effective personal relationships with company leaders and personnel.  Examples of our Client projects have included: 

• Leadership coaching and development

• Project Management

• Team hiring and assessments

• Financial and compensation planning

• Transitional migration services AND

• Divestiture advisory

3.     Our comprehensive business continuity services are delivered by experienced professionals to ensure stable and economical technology performance.  You can trust us to provide effective:

• Infrastructure planning

• Technology direction

• Disaster planning

• Capacity Planning AND

• Technology cost management