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Advisory Services
Consulting Solutions that Work
Whether developing, evaluating or implementing an advancement initiative – management and investors alike are looking to create higher performing organizations and drive improved financial results. We help you fundamentally rethink performance to encourage innovation, increase productivity, reduce costs and position your organization for growth.
Strategic Planning
At many organizations, growth occurs in response to circumstance. While this may work for a while, it makes sustained growth more difficult. Having a formal strategic plan can offer more control of your future and provide intentional focus as you grow. Our strategic planning facilitation services include a wide range of activities from annual tactical operational plans to long-term comprehensive strategic plans. We will help you define your future strategic vision, identify prioritized advancement strategies, develop an operating plan to ensure implementation and ultimately improve your organizational effectiveness. The result will be focused advancement strategies that are important and implemented.
Business Acquisition and Sale Assistance
Many middle market companies do not engage in acquiring or selling businesses very often. We can effectively supplement your efforts by providing business acquisition, merger integration and business sale advisory services. Our acquisition assistance services include operational and financial due diligence, synergy planning, and assistance creating more efficient and scalable shared service functions. Our sale assistance services include assisting business owners understand their value drivers, identifying tactics to increase a company’s value and successfully navigate buyer due diligence.
Profit Enhancement Programs
Every day, leaders are challenged to do more at a lower cost with fewer resources. Our profit enhancement programs provide structured in-depth recommendations designed to increase profitability through growth initiatives, revenue enhancements, expense reductions and cash management improvements. Leveraging industry financial data, we provide you transparency into profit margins and direct/overhead operating expense levels for similar businesses. Using leading practice methodologies – we interview your employees, observe your operations, review your financial records, benchmark your financial results and identify the most impactful opportunities to drive improvement.
Financial Modeling and Analysis
We provide financial modeling and analysis services to help quantify the expected outcomes of major facility expansions, large development projects, acquisitions/mergers, product line/segment profitability and other key initiatives. Our services help you make optimal decisions, budget capital expenditures, project expected operating results and quantify future funding requirements. Our involvement will lead your team through a comprehensive process resulting in decision consensus, buy-in and quantified expected results to help control your execution.
Forensic Accounting and Investigation
Occasionally businesses or their owners identify situations where they believe financial crimes may have taken place. These situations might include fraud, embezzlement or many other incidents. Forensic professionals use accounting, auditing, investigating, transaction tracing and past experiences to conduct an examination into the finances and accounting records. Forensic consultants are trained to look beyond the numbers and deal with the reality of a situation. Our professionals have seen many unusual situations, successfully investigated what actually transpired and provided litigation support.
Accounting Function Assessments
Corporate accounting and finance departments are under constant pressure to perform and improve. Increasing demands from stakeholders and a greater burden to drive financial performance are just some of the heightened challenges accounting and finance professionals face. Our skilled consultants will help you enhance organizational performance, accelerate month-end close, and deliver insightful analytics and management reporting. Our integrated approach considers people, processes and technology to achieve the ultimate goals of improving the effectiveness and efficiency of your accounting and finance functions.
Process Improvements
Over time, processes get fragmented or convoluted and become inefficient. Frequently, processes do not keep pace with the changes in an organization. We can lead your team through the redesign of your processes and implement leading practices. Process improvement initiatives can enable your organization to better serve internal and external customers, increase productivity, eliminate redundancy, align the organization for improved operational effectiveness and result in an environment of continual improvement. We also specialize in internal accounting controls and employee segregation of duties to ensure your process controls are protecting your organization.
Temporary Chief Financial Officer
Employee turnover is a normal occurrence for all organizations. When a top accounting or finance professional leaves, it can result in a significant management team functional expertise void and risk. Also, a thorough search process for any key manager can take significant time and effort. We can serve as a temporary chief financial officer ensuring accurate financial reporting, effective financial management, adequate support to the rest of your organization and continuity when your replacement employee is hired. Our temporary assistance initially advises you on what items might be delayed, what items can be delegated to others and what items need our involvement.
Organizational Effectiveness
As organizations change and grow, so must their organization structure, management accountabilities and leadership team. We work with an organization’s leaders to best align organizational structure, staffing, skills and accountabilities to achieve strategic goals and execute more effectively. We help align functions and their roles to increase performance and improve cross-functional ownership. Our organizational effectiveness assistance is top executive driven, collaborative and inclusive of your full management team.
Consulting Solutions that Work
Whether developing, evaluating or implementing an advancement initiative – management and investors alike are looking to create higher performing organizations and drive improved financial results. We help you fundamentally rethink performance to encourage innovation, increase productivity, reduce costs and position your organization for growth.
Strategic Planning
At many organizations, growth occurs in response to circumstance. While this may work for a while, it makes sustained growth more difficult. Having a formal strategic plan can offer more control of your future and provide intentional focus as you grow. Our strategic planning facilitation services include a wide range of activities from annual tactical operational plans to long-term comprehensive strategic plans. We will help you define your future strategic vision, identify prioritized advancement strategies, develop an operating plan to ensure implementation and ultimately improve your organizational effectiveness. The result will be focused advancement strategies that are important and implemented.
Business Acquisition and Sale Assistance
Many middle market companies do not engage in acquiring or selling businesses very often. We can effectively supplement your efforts by providing business acquisition, merger integration and business sale advisory services. Our acquisition assistance services include operational and financial due diligence, synergy planning, and assistance creating more efficient and scalable shared service functions. Our sale assistance services include assisting business owners understand their value drivers, identifying tactics to increase a company’s value and successfully navigate buyer due diligence.
Profit Enhancement Programs
Every day, leaders are challenged to do more at a lower cost with fewer resources. Our profit enhancement programs provide structured in-depth recommendations designed to increase profitability through growth initiatives, revenue enhancements, expense reductions and cash management improvements. Leveraging industry financial data, we provide you transparency into profit margins and direct/overhead operating expense levels for similar businesses. Using leading practice methodologies – we interview your employees, observe your operations, review your financial records, benchmark your financial results and identify the most impactful opportunities to drive improvement.
Financial Modeling and Analysis
We provide financial modeling and analysis services to help quantify the expected outcomes of major facility expansions, large development projects, acquisitions/mergers, product line/segment profitability and other key initiatives. Our services help you make optimal decisions, budget capital expenditures, project expected operating results and quantify future funding requirements. Our involvement will lead your team through a comprehensive process resulting in decision consensus, buy-in and quantified expected results to help control your execution.
Forensic Accounting and Investigation
Occasionally businesses or their owners identify situations where they believe financial crimes may have taken place. These situations might include fraud, embezzlement or many other incidents. Forensic professionals use accounting, auditing, investigating, transaction tracing and past experiences to conduct an examination into the finances and accounting records. Forensic consultants are trained to look beyond the numbers and deal with the reality of a situation. Our professionals have seen many unusual situations, successfully investigated what actually transpired and provided litigation support.
Accounting Function Assessments
Corporate accounting and finance departments are under constant pressure to perform and improve. Increasing demands from stakeholders and a greater burden to drive financial performance are just some of the heightened challenges accounting and finance professionals face. Our skilled consultants will help you enhance organizational performance, accelerate month-end close, and deliver insightful analytics and management reporting. Our integrated approach considers people, processes and technology to achieve the ultimate goals of improving the effectiveness and efficiency of your accounting and finance functions.
Process Improvements
Over time, processes get fragmented or convoluted and become inefficient. Frequently, processes do not keep pace with the changes in an organization. We can lead your team through the redesign of your processes and implement leading practices. Process improvement initiatives can enable your organization to better serve internal and external customers, increase productivity, eliminate redundancy, align the organization for improved operational effectiveness and result in an environment of continual improvement. We also specialize in internal accounting controls and employee segregation of duties to ensure your process controls are protecting your organization.
Temporary Chief Financial Officer
Employee turnover is a normal occurrence for all organizations. When a top accounting or finance professional leaves, it can result in a significant management team functional expertise void and risk. Also, a thorough search process for any key manager can take significant time and effort. We can serve as a temporary chief financial officer ensuring accurate financial reporting, effective financial management, adequate support to the rest of your organization and continuity when your replacement employee is hired. Our temporary assistance initially advises you on what items might be delayed, what items can be delegated to others and what items need our involvement.
Organizational Effectiveness
As organizations change and grow, so must their organization structure, management accountabilities and leadership team. We work with an organization’s leaders to best align organizational structure, staffing, skills and accountabilities to achieve strategic goals and execute more effectively. We help align functions and their roles to increase performance and improve cross-functional ownership. Our organizational effectiveness assistance is top executive driven, collaborative and inclusive of your full management team.
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