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.
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...
Business Acquisition Assistance – Construction Industry Subcontractor
Client’s Objectives: Evaluate the rewards, risks, and potential net cash flows of a seven-year buyout acquisition opportunity Project: Analyzed background/financial information, prepared a cash flow projection model for debt repayment and the seven-year buyout, and...
Fractional Chief Operating Officer/Human Resources Advice – National Nonprofit
Client’s Objectives: Confirm the optimal management team positions/structure going forward and implement other organizational improvements Project: Managed the implementation of organizational review recommendations and assisted with other human resources/culture...
Expansion Financial Modeling and Analysis Assistance – Veterinary Medical Practice
Client’s Objectives: Finance and build a new, much larger facility to accommodate growth Project: Developed a five-year financial statement projection model for financing efforts and to provide the owners an understanding of their debt service requirements/return...
Organizational Effectiveness Assistance – Medical Nonprofit
Client’s Objectives: Clarify roles, responsibilities, and accountabilities for executives and employees Project: Performed an organizational review of role assignments, human resources procedures, management practices, and culture Result: Recommended: Reassignment of...
Company Advancement Retreat Facilitation – Medical Practice
An Iowa health care provider continues to grow and advance its seven-office practice. The owners have retained Strategy Solutions to help plan and facilitate quarterly advancement retreats. Our role includes agenda preparation, keeping the group on task, providing...
Cash to Accrual Financial Statement Transition – Food Manufacturer
A fast-growing start-up food manufacturer is working hard to satisfy strong market demand for its products. Management needed to transition its accounting from a cash to an accrual basis for its first year of operations. Our initial efforts focused on accrual revenue...
Federal Contract Price Modeling – High Tech Manufacturer
A solar panel and array manufacturing client is pursuing a very large long-term Federal government contract. Our client has key patents, significant intellectual capital, and solid industry expertise. Strategy Solution’s involvement was to build an exhaustive 15-year...
Forensic Accounting and Investigation – Real Estate Developer
A local real estate developer identified several situations where they believed a joint venture’s managing member had misappropriated funds. We were engaged to perform forensic accounting and investigation services of the joint venture’s finances. We looked beyond the...
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