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.
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...
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...
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