Expertise

“There are no great limits to growth because there are no limits of human intelligence, imagination, and wonder.“

Ronald Reagan

The Story of Growth

The financials tell a story about the current and future state of the organization. We provide the analysis and the story that identifies gaps and opportunities, assesses and mitigates risk, and what is needed to build a solid foundation and an actionable plan for growth.

Services We Offer

Every business is different. We will work with you to determine which services are right for your current growth stage and goals.

Financial Analysis & Models

Meticulous data analysis and financial analytics, reporting, forecasting, budgeting, audits and controls, and comprehensive financial reviews that provide an accurate snapshot of the organization’s financial health and well-being.

Stabilizing and Scaling for Growth

 Includes management team recruitment, phasing in or out of markets or of products, arranging strategic alliances and partnerships, identifying and acquiring companies (M&A), securing corporate financing, divesting of assets or divisions, and management of intellectual property.

Financial Systems, Processes and Compliance

Evaluation, guidance and support regarding technology, processes, and controls, whether that is ERP modernization, stand-alone applications, or processes to manage or reduce costs, improve efficiencies, increase productivity, margin and profitability. Compliance is important, but it should be balanced with practicality.

Positioning Companies for Sale, Merger or Acquisition

Due diligence, working capital analysis, market analysis and more including helping leaders understand “what they have” and how they communicate that to banks, investors, PE, customers, vendors.

Cultivating Provider and Professional Relationships

Identify professional partners (bank, insurance, legal, tax and audit) suitable for the business as well as assist in the evaluation and selection of partners and services to create mutually beneficial relationships.

Entrepreneurial Operating System (EOS)/Traction

Leadership development and coaching, process improvement and streamlining, team building and alignment for companies implementing EOS, needing a refresher, or training new staff.