We help you grow your profits.
We're experts in helping businesses increase profitability through process improvement.
Who we are
A group of highly trained professionals with combined over 100 years experience in implementing profit growth solutions for small to medium size companies.
Our expertise ranges from Strategic Planning to Business Process Analysis, Cash Management, Financial Planning and Analysis all focused on Profit growth.
The process
We meet with your designated team in a complimentary session to find out if we have a fit. If
we do, we meet with your executive team to introduce our first approach which would
normally have more than one option. That allows your team to brainstorm on what suits
your company best now.
Once a decision is made on the option we will prepare a Statement of Work that will
describe the services we will provide, a timeframe for deliverance, and our fees. These can
be time and materials or a comprehensive fee for our services.
Once in agreement the proposal is signed and we begin our services.
What you can expect
Profit growth.
But first, your team will have to dedicate some time to answering our questions. We do not
apply “cookie cutter” solutions anyone can find in business process books and now even in
YouTube tutorials! We deeply analyze your business, and we can only do that with your
help. We will ask the questions that many times you have not asked yourselves. It is difficult
to think new thoughts especially when you have been successful in your business!
Once we have gathered the basic material, we will suggest the application of specific tools.
At this stage, your involvement will be less strategic and much more hands-on. This is where
the fun begins as you see improvement, first in processes, simplification, and finally
productivity, aka higher profits.
We only want the best for you
Our services
Fractional CFO
This is our ongoing flagship offering. We become your Chief Financial Officer on a part-time basis.
1. According to your needs, we establish a routine call once a week or once a month in which we review with you and your financial team absolutely anything that is needed to ensure the integrity of your financial information.
2. Also, we go over your company’s cash flow to ensure there will be enough to cover any short or long-term growth targets.
3. If needed we will add special services that can range from IT consultants to Tax preparers to Legal Counsel from various business affiliates.
4. Fees: There is a monthly retainer fee that includes the established periodic calls and if additional services are needed they will be quoted separately.
Financial Planning & Analysis
Based on the strategic planning analysis we derive a set of guiding documents
1. Annual Operating Plan with: product or service sales by market, cost structure including all elements pertaining to your industry, operating and non-operating expenses.
2. Profit and Loss, Balance Sheet and Cashflow.
3. This offering includes a periodic follow up on which actual results are measured against the annual operating plan, balance sheet and cashflow and course corrections are established. We recommend a review once a quarter at a minimum.
4. Fees: There is an upfront fee for the preparation of the annual operating plan and derived documents and a fee billed monthly or quarterly for the follow ups.
Strategic Planning
We meet with your executive team for a session in which we analyze:
1. Your opportunities, the threats to your industry, your company’s strengths and
shortcomings.
2. We will include a discussion of the key success factors in your industry as well as the critical issues that prevent your company from achieving its goals.
3. From these analyses, we suggest your alternative courses of action. We recommend to have one of these sessions once a year.
4. Fees: we agree on a one-time fee.
A la carte offerings
Based on the strategic planning analysis we derive a set of guiding documents
1. Price improvement
2. Customer profitability analysis
3. Cost containment, defense against inflation
4. International finance, country risk analysis, and foreign exchange.
Contact Us
Unlock profit growth with our experienced professionals specializing in strategic planning, financial analysis, and tailored solutions.