We help you strategically plan for controlled business growth or harness the power of unsustainable rapid growth, as well as facilitate growth with liquidity and capital resource planning for both the short- and long-term future. We can assist with current and new banking relationships to establish reasonable credit covenants and benchmarks to maintain appropriate borrowing capacity.

We constantly challenge business owners to plan and be prepared for long-term outcomes, including legacy transition planning and/or partnership buyout planning. We help oversee due diligence processes for merger and acquisition activity, and coach accounting personnel through the steps of preparing and executing large transactions in the most efficient and profitable manner.

In the business arena, the foundational change that is occurring right now is a shift from old-school intuitive and reactionary (the gut feeling) management style to Data Driven Decision (DDD) making. DDD comes in many shapes and sizes depending on the industry and business models of organizations. Develop DDD plans that uncover unidentified efficiencies and inefficiencies impacting EBITDA as well as the quality of relationships with employees, vendors, customers, and competitors.

Develop meaningful and simple internal management reporting and forecasting systems that can empower company decision makers to act quickly and become more agile in the competitive marketplace. We can assist with integrating budget reporting across divisions and responsibility areas, and review all reporting currently delivered to external third parties for current best practices and presentations.

For businesses that need help, we can develop reorganization strategies and adjust goals to match the realities of the company’s performance, as well as negotiate with customers, vendors, and creditors for more favorable contract terms. If necessary, we can utilize the protections of bankruptcy laws to adjust, pivot, and re-enter the marketplace as a healthier company. 

We work with you to evaluate and assess overall internal controls, process flows, computer systems, and basic reporting for the financial operations of the business while looking for the good, better, and best within the administrative functions. We’ll help establish a routine schedule of meetings with management and/or staff to monitor and review key performance indicators and project statuses, and assist in change management of hiring new personnel or the establishment of new policies or systems. Our goal is to provide independent feedback to management in areas needing improvement, if any, and move the company towards the best practices of administrative back office functions.