We Are Expert in Business Strategy
We Specialize In & Differentiate Ourselves Through Business Strategy EXECUTION
Our internal resources are dedicated to strategic planning, business modeling and outsourced management. We also have relationships with trusted, external resources to support all aspects of business success from management development to capital acquisition.
We specialize in and differentiate ourselves, however, by working directly alongside business owners and their management teams to maximize business valuation through our systematic process for increasing sustainable profitability.
Our Systematic Process
Financial Statement Analysis & Forecast
We start our engagements with an analysis of three years of financial statements and use this information to forecast the next five years based upon the trend in performance over those previous three years. This provides a solid foundation for setting realistic goals based upon historical performance, current company resources and projected cash flows.
Strategy Session
We provide the forecast to ownership and then conduct a meeting with the owners and the senior management team to identify financial and performance drivers (critical factors) that can be better managed to positively impact future performance. This optional 1/2 day strategy session yields a high-level strategy and starts the process of creating alignment to the corporate vision.
Develop Fully Customized Management System
We then conduct a full day planning session with all members of the management team that have responsibility for those financial and performance drivers (critical factors) and establish aggressive but achievable goals for the company based upon the historical analysis. This meeting introduces the Critical Factors Management System and solidifies the process of creating alignment and engagement throughout the organization. Every aspect of the meeting is documented within 5 business days including the performance management system (Critical Factors) that is customized to the unique requirements of each client company.
Monthly Performance Monitoring & Course Correction
We receive a monthly update of financial statements which enables us to provide a rolling forecast including projected cash flows based upon current performance. We conduct a monthly, ½ day meeting with the management team to review performance and implement timely course corrections in order to ensure year end goal achievement. Complete documentation is produced and distributed within 72 hours of each meeting.
Year End In-Depth Planning & Budgeting
We conduct a year-end, in-depth planning session, usually in November or December, during which every financial and productivity driver (critical factor) is analyzed and discussed. We work with the management team to revise the goals of the company for the next five years, develop a comprehensive strategy to achieve the goals (including contingencies for anticipated potential threats) and finalize the financial and performance budgets that will enable the company to achieve the goals for the succeeding year.
Monthly Performance Monitoring & Course Correction
We receive a monthly update of financial statements which enables us to provide a rolling forecast including projected cash flows based upon current performance. We conduct a monthly, ½ day meeting with the management team to review performance and implement timely course corrections in order to ensure year end goal achievement. Complete documentation is produced and distributed within 72 hours of each meeting.
So What Makes Us Different?
Executable Strategies
We help to build realistic and executable strategies based upon a comprehensive analysis of past performance as the foundation. We assist with identifying what must be done as well as what could go wrong and build contingency plans into the strategy. Our systematic process engenders buy-in and often expands the vision by incorporating the input of all members of the team.
Execution, Not Just Advice
We work directly alongside our clients and their management teams to systematically execute their strategies. Our systematic process creates alignment, inspires engagement, establishes accountability, monitors performance, optimizes productivity and provides for the timely-course corrections necessary to achieve year-end goals while maximizing sustainable profitability.
Budget Flexibility
Once the foundation is established (Financial Analysis & Forecast and Customization & Implementation of Management System), our clients choose the level of Outsourced COO/CFO assistance they require on an on-going basis. This flexibility generates the most cost-effective c-level support available to meet the operational and budget requirements of our clients.