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...

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...

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...

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...

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...

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...

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...

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...

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...

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...