Advisory Services
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Advisory Services
Consulting Solutions that Work
Whether developing, evaluating, or implementing an advancement initiative, management and investors alike want to build higher-performing organizations and drive better financial results. We help you fundamentally rethink performance to encourage innovation, increase productivity, reduce costs, and position your organization for growth.
Strategic Planning
In many organizations, growth happens in response to circumstances. While this may work for a while, it makes sustained growth more difficult. A formal strategic plan gives you more control over your future and provides intentional focus as you grow. We provide strategic planning facilitation services, including annual tactical operational plans and 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 matter and get implemented.
Business Acquisition and Sale Assistance
Many middle market companies do not acquire or sell businesses very often. We can support your efforts with business acquisition, merger integration, and business sale advisory services. Our acquisition services include operational and financial due diligence, synergy planning, and help create more efficient, scalable shared service functions. Our sale services include helping business owners understand their value drivers, identify 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. We use industry financial data to show profit margins and direct/overhead operating expense levels for similar businesses. We use leading practices to interview your employees, observe your operations, review your financial records, benchmark your results, and identify the most impactful opportunities to drive improvement.
Financial Modeling and Analysis
We provide financial modeling and analysis to 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. We’ll guide your team through a process that builds decision consensus, secures buy-in, and quantifies expected results to help control 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, investigation, transaction tracing, and experience to examine finances and accounting records. Forensic consultants are trained to look beyond the numbers and deal with the reality of a situation. We’ve seen many unusual situations, investigated what happened, and provided litigation support.
Accounting Function Assessments
Corporate accounting and finance departments are under constant pressure to perform and improve. Rising stakeholder demands and the growing burden of driving 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. We take a holistic approach that covers people, processes, and technology to help you improve the effectiveness and efficiency of your accounting and finance functions.
Process Improvements
Over time, processes can become fragmented, convoluted, and inefficient. Frequently, processes do not keep pace with the changes in an organization. We can help your team redesign processes and implement leading practices. Process improvement initiatives can help your organization better serve internal and external customers, increase productivity, eliminate redundancy, align the organization for improved operational effectiveness, and foster a culture of continual improvement. We also specialize in internal accounting controls and employee segregation of duties to help protect 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 create a significant gap in management expertise and increase risk. Also, a thorough search process for any key manager can take significant time and effort. We can serve as a temporary CFO to ensure accurate financial reporting, effective financial management, adequate support for your organization, and continuity while you hire a replacement. Our temporary assistance will first advise you on which items may be delayed, which can be delegated to others, and which require our involvement.
Organizational Effectiveness
As organizations change and grow, their structure, management accountabilities, and leadership team must evolve. 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 roles to improve performance and strengthen cross-functional ownership. Our organizational effectiveness support is driven by top executives, is collaborative, and includes your full management team.
Consulting Solutions that Work
Whether developing, evaluating, or implementing an advancement initiative, management and investors alike want to build higher-performing organizations and drive better financial results. We help you fundamentally rethink performance to encourage innovation, increase productivity, reduce costs, and position your organization for growth.
Strategic Planning
In many organizations, growth happens in response to circumstances. While this may work for a while, it makes sustained growth more difficult. A formal strategic plan gives you more control over your future and provides intentional focus as you grow. We provide strategic planning facilitation services, including annual tactical operational plans and 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 matter and get implemented.
Business Acquisition and Sale Assistance
Many middle market companies do not acquire or sell businesses very often. We can support your efforts with business acquisition, merger integration, and business sale advisory services. Our acquisition services include operational and financial due diligence, synergy planning, and help create more efficient, scalable shared service functions. Our sale services help business owners understand their value, identify tactics to increase a company’s value, and 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 offer structured, in-depth recommendations to increase profitability through growth initiatives, revenue enhancements, expense reductions, and cash management improvements. We use industry financial data to show profit margins and direct/overhead operating expense levels for similar businesses. We use leading-practice methodologies to 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 to 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. We’ll guide your team through a comprehensive process to reach decision consensus, secure buy-in, and quantify expected results to support 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, investigation, transaction tracing, and experience to examine finances and accounting records. Forensic consultants are trained to look beyond the numbers and deal with the reality of a situation. We’ve seen many unusual situations, investigated what happened, and provided litigation support.
Accounting Function Assessments
Corporate accounting and finance departments are under constant pressure to perform and improve. Rising stakeholder demands and the growing burden of driving 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. We take a holistic approach that covers people, processes, and technology to help you improve the effectiveness and efficiency of your accounting and finance functions.
Process Improvements
Over time, processes can become fragmented, convoluted, and inefficient. Frequently, processes do not keep pace with the changes in an organization. We can help your team redesign your processes and implement leading practices. Process improvement initiatives can help your organization better serve internal and external customers, increase productivity, eliminate redundancy, align the organization for improved operational effectiveness, and foster a culture of continual improvement. We also specialize in internal accounting controls and employee segregation of duties to help protect 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 create a significant gap in management expertise and increase risk. Also, a thorough search process for any key manager can take significant time and effort. We can serve as a temporary CFO, ensuring accurate financial reporting, effective financial management, adequate support for the rest of your organization, and continuity until you hire a replacement. Our temporary assistance will first advise you on which items may be delayed, which can be delegated to others, and which require our involvement.
Organizational Effectiveness
As organizations change and grow, their organizational structure, management accountabilities, and leadership team must change too. 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 roles to improve performance and strengthen cross-functional ownership. Our organizational effectiveness support is driven by top executives, is collaborative, and includes your full management team.
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