Client’s Objective: Develop a post-pandemic strategic plan to take their five entities to the next level Project: Facilitated a comprehensive strategic planning process including the owners, management team, key employees, and advisors Results: Evaluated current...

Client’s Objectives: Obtain an outside forensic investigation of a non-owner CEO and internal control improvement recommendations Project: Brainstormed with the Finance Committee Chair on what was known to occur, additional risk areas, and our recommended...

Client’s Objectives: Strengthen company effectiveness (people, processes, and technology) and prepare for a next level ERP software system Project: Assessed estimating, construction management, field operations, job costing, accounting, and reporting functions...

Client’s Objective: Obtain an independent forensic investigation of disbursements nonactive owners believed were questionable Project: Brainstormed with nonactive owners on risk areas and analysis they could perform to minimize their forensic investigation fees...

Client’s Objectives: Evaluate management’s strengths and weaknesses, organizational structure/clarity, and owner’s retirement succession ideas Project: Assessed strengths/weaknesses, organizational structure, key employees/family members, and succession plan thoughts...

Client’s Objectives: Assist Board Compensation Committee in reviewing their CEO’s phantom stock plan (PSP) and analyze advantages/disadvantages of various payout options Project: Participated in Board Compensation Committee’s PSP review discussions Ensured PSP model...

Client’s Objectives: Improve the organizational structure and management practices to more efficiently/effectively run the firm and support future growth Project: Obtained Board, owner, and employee organizational effectiveness survey input Assessed the organizational...

Client’s Objectives: Estimate expected manufacturing/overhead costs and develop profitable pricing for a John Deere opportunity Project: Developed a detailed long-term Excel pricing model, lead the quantification of management’s initial assumptions, and transitioned...

Client’s Objectives: Develop a future strategic vision/plan and prepare for long-term Executive Director’s retirement Project: Obtained strategic planning survey inputs from two boards and management, developed/facilitated a customized strategic planning process, and...

Client’s Objectives: Investigate client’s Office Manager/Controller to determine if inappropriate activities or embezzlement of funds had occurred Project: Selected higher risk focus areas, conducted accounting transaction process walk-throughs, and investigated...