Situation Analysis and Problem StatementThe following paper will discuss the situational context of Intersect Investment Services, a financial company whose CEO has identified a new vision: "Providing a broad of products and services to consumers and small businesses using a customer intimacy model that will build long-term relationships based on trust and customer value. (UoP, 2006). The issues and opportunities associated with the transformation of the organization will be exposed as well as the stakeholders and their ethical dilemmas in the face of change. After which, a problem statement will be presented along with the final goals of the business. Situation Background (Step 1) Intersect has felt the woes plaguing the financial services market since the events of September 11, 2001. For the past four years, Intersect has refused to make any strategic changes, hoping that its past doing business would continue to help the company survive. However, with other companies now offering an ever-expanding range of last-minute products coupled with expert advice, Intersect CEO Frank Jeffers determined it was time for a change..