Client Successes
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Client Successes
At Strategy Solutions, Inc. – we work hard to deliver results, provide value, and help our clients accomplish their objectives. Below are sample successful consulting engagements where we helped clients navigate their challenges and/or capitalize on their opportunities.
Organizational Structure and Owner Succession Planning Assessment – Family-Owned Fuel Wholesale Distributor
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...
Phantom Stock Plan Review – Large Community Bank Holding Company
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...
Organizational Effectiveness Assessment – Professional Services Firm
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...
Pricing Model Development Assistance – Startup Manufacturing Company
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...
Strategic Plan Facilitation Assistance – Regional Foundation
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...
Accounting Internal Control Development Assistance – Third Generation Automobile Dealership
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...
Business Acquisition Advice – Commercial Lawn and Landscape Company
Client’s Objectives: Obtain an outside experienced perspective on a potential acquisition and better understand the expected cash flows of combining two companies Project: Analyzed background/financial information, updated the seller’s valuation calculation for recent...
Temporary Controller Assistance – Large Automobile Dealerships
Client’s Objectives: Manage the sudden departure of their controller, bring their manufacturer financial statements and 20 Group reports up to date, and allow adequate time to hire a qualified replacement Project: Provided a temporary controller with significant...
Business Acquisition Advice – Netherlands Manufacturing Company
Client’s Objectives: Obtain an outside experienced perspective on a proposed strategic acquisition of a Netherlands company Project: Reviewed background/financial information, evaluated/supplemented management’s analysis/synergy projections, and developed a...
QuickBooks Financial Statement Restatement/Consistency Assistance – Start-up Manufacturing Company
Client’s Objectives: Obtain accurate first year accrual based financial statements for performance management, owners/bank requirements, and future reporting foundation purposes Project: Provided a temporary controller with significant GAAP accounting, QuickBooks, and...