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Client Situation
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Project Scope |
Outcome |
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This
publicly traded marketing company had started a process
of changing selected senior executives and was facing
severe profitability and liquidity issues. |
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- Streamlined
performance and financial reporting; improved
reliability and relevance
- Developed pricing
model; changed pricing methodology
- Restructured
finance area
- Performed
responsibility mapping
- Built business
model
- Led equity and
debt financing efforts
- Performed
transition executive role
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Successful equity
financing |
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Successful dept
financing |
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Operationally-based forecasting tool |
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Improved controls |
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Improved
performance |
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The
two major shareholders of this multi-unit enterprise had
divergent assessments and plans for growth.
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- Assessed
organizational strengths, weaknesses, competitive
positioning
- Defined strategies
- Participated in
board meetings
- Assessed
organization and management team
- Advised and
assisted in potential transactions
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Presented
Strategic Plan to owners |
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The owners decided
to have one owner by out the other |
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Two
brothers had recently purchased this company, but
recognized that with the changing competitive
environment, with shrinking margins and escalating
costs, they needed to change the business |
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- Assessed
organizational strengths, weaknesses, competitive
positioning
- Reviewed
operational cost structure; recommended corrective
actions
- Analyzed market
positioning and steps to improve
- Managed strategy
implementation process
- Built business
financial model
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Developed a
strategic plan and "blueprint" for action with
owners |
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Company
implemented most of plan with stellar results |
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This
business struggled with achieving consistent
profitability, lacked senior financial management and
required financing. |
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- Identified and
analyzed performance issues
- Built business
financial model
- Validated cash
flow
- Participated in
investor meetings
- Initiated and
negotiated disposition of non-core business
- Performed
transition executive roles
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Successfully
secured operating line |
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Recruited CFO |
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Marketed non-core
business, securing LOI |
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A
publicly traded professional services company that
recognized it needed to address its relatively flat
performance
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- Assessed
organizational strengths, weaknesses, competitive
positioning
- Reviewed
operational cost structure
- Analyzed market
positioning and steps to improve
- Defined strategies
- Initiated
acquisitions
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Gained approval
for acquisition strategy from Board |
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