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Services

Services / Capabilities

Let's review how our competencies can complement your and your team's efforts.

Budgeting

Cash is King! 
If debt is the equity multiplier, then cash flow is the value multiplier. Positive cash flow signifies an organization's health and sustainability.  From startups to blue chips, a solid budgeting process will enable the organization to navigate and manage cash flow with efficiency and clarity through any economic condition. Whether you are new to the budgeting process or a seasoned pro that needs a second opinion, let me and our team help you review and rationalize your budget process.

Pricing

An effective pricing strategy can offer your organization an advantage in the market. Whether you are trying to survive in a changing market or looking for growth opportunities, an effective pricing strategy requires thought and rationalization at each stage. Let me and our team help you review, analyze and outline the efficient path forward.

Firm / Company Strategy

An organization's strategy is the foundation that guides the team towards success. If you are not actively working toward a goal, then you are likely not reaching your financial goals. Strategies can come in all forms. Whether the strategy is growth in the market, succession planning, or margin targets, let me and our team help you identify your Short-term and Long-term goals and help you develop an outline to achieve those goals efficiently. 

IT and Technology

In today's fast paced world, technology is one of the key drivers to a successful organization. If an organization's IT infrastructure is not properly aligned or configured, it could result in inefficient processes and lost business. If your IT processing is not producing the results you want, let me and our team help you by reviewing your current network and systems' design, identify bottlenecks, and produce a strategy to reduce or eliminate these areas of waste in order to gain a more efficient and enduring work flow.

Sales / Customer Strategy

The best product or service offering needs to be positioned and presented in a manner that engages the consumer, personifies quality and is produced/offered from a trusted supplier. Let us help you navigate through the dynamic B2B, B2C landscape to efficiently maximize growth opportunities.

Corporate Development & Finance

Capital Structure and Liquidity. Leverage ratios and working capital.  Our team will review the ROIC and compare against the WACC.  In analyzing these measurable figures, we will help you and your team more efficiently structure the capital structure of the firm. Debt / leverage has advantages up until just underneath the threshold of the firm's ability to make the principal or interest obligations. Let me and our team help you maximize efficiency in striking the right balance of capital structure. 

Growth

Growth is the key to sustainability and survival. Whether it's top line growth, marginal growth, or operational Income, let me and our team help you identify opportunities to efficiently grow your business.

Operations

Consistent operational performance is the result of the presence of a healthy company culture, solid adherence to safety guidelines, quality production and collaboration upward, downward and laterally. If you are not hitting your objectives repeatedly, let me and our team help you become more effective and efficient.  
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