What Clients Say

Due to the nature of our work, most clients require that we sign an NDA and not divulge our work with them. We are happy to sign and honor such agreements. We also appreciate those clients who have authorized us to provide the following testimonials:

“David’s systematic approach and process allowed us the transparency and accountability needed to gain the insight, guidance and tools needed in an unassuming and non-threatened environment. We all enjoyed working with David; he was instrumental in gaining our company’s insight through his diplomacy, impartiality and due diligence. He had a way of bringing out everyone’s unique and hidden talents. I am glad to have worked with David and again have our team on track with common goals; he has helped us in creating a clear and unified Vision for executing optimal profitability.”

- Louis Ponce, President, Coast Aerospace Manufacturing, Inc

“We have been running AtlasProfilax as a family business through two generations. We knew there must be some way to set up a system to organize our company and run it better but we just couldn’t figure it out. We have been trying for several years to come up with a system to uniformly market our various offices throughout the country. David Kinney came into our company and figured out the system within a month. Within two months the system was in place and we began to operate as a real company. David has a systematic approach to doing everything and we are so glad we found him and we now have a great system in place. We can’t say enough good things about David Kinney and his Critical Factors Management System.”

- Vladimir Tomljenovic, Owner, AtlasProfilax

"David Kinney did for me in about 2 months what I have been unable to do in 20 years. In the short time I’ve been with him we doubled our gross income, improved our profitability substantially, and he created a brilliant system by which to both track and manage our practice. I now have a core team committed and motivated to achieve my goals, and after the initial ground work he laid out for us, we are on our way to a more systemized and stress less way of operating. David Kinney is the CEO’s CEO. I can’t thank him enough for what he’s helped us to achieve."

- Dr. Jeffrey James, Owner, Westside Spine & Injury Centers

"David Kinney is a hard-working, diligent, intelligent, charismatic leader, entrepreneur and consultant. I served as David's outside counsel when he ran his own company and found him to be tireless, detail-oriented, and creative in every facet of his role as CEO. In addition, I was thoroughly impressed with his ability to communicate with and influence people at all levels from employees to managers and directors to prospective partners. Moreover, he conducts himself and his business with integrity, passion, and commitment."

- Jeffrey Glassman, Partner, MDFS Law

"David has a breadth of management experience that could add significant value to most small and medium size businesses."

- Richard Gayton, Sr. Portfolio Manager, The Omega Group

"David is a very conscientious, diligent person. He is impassioned about his work and moved many mountains for his company. His work with the movie rating systems was extraordinary and helped move the entire field forward."

- Karen Gold, Consultant, Golden Opportunities

"David Kinney is a bright, forward thinking individual. He excels as a leader and is well respected by those who work for him and with him. I am impressed with his goal oriented drive and his ability to manager others. David Kinney also has great vision. I feel that working with David has opened my own eyes to a larger picture in business. I find him insightful, thoughtful and sincere. A relationship with David Kinney would be a valuable asset to any company, firm or individual seeking to improve."

- James Lee, Owner, Coastal Insurance Services

So What Makes Us Different?

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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.

GET STARTEDWITH A 5 YEAR FORECAST