A skilled and timely assessment of an organization’s situation is critical to defining the best path forward. Our experience allows us to resourcefully assess a situation, our approach means we define a path forward quickly so  results are visible right away.

Many of our assessments are 3-4 week, fixed-fee projects. We use a time-boxed approach to identify the areas of the business which, when improved, can most positively impact financial results.

While every project is unique, below is an example:

Week One
Review, Observe, Analyze

  • Collect and Review Data
  • Employee Interviews
  • Data Review
  • Facility Tours
  • Strengths/ Weaknesses
  • Company Positioning
  • KPI/ Reporting Review
  • Budget Performance
  • Cash Flow Review

Weeks Two & Three
Conduct Focused Assessment

Key Lever Identification and Pareto Analysis
Focused Assessments and Analysis (vary by situation):

  • Integrated Financial Modeling
  • Working Capital Review
  • Demand Generation
  • Sales and Marketing
  • Vendor Management
  • Inventory (Turns, Dead, Active)
  • Utilization
  • Margins and Costing
  • Performance Management
  • Leadership Team Effectiveness
  • Technology Leverage for Business Process Effectiveness
  • Divisional or Geography Assessments
  • Position Review/ Cost Structure
  • Benchmarking
  • Capital Structure

Week Four
Formulate Recommendations and Options

  • Review key strengths & weaknesses
  • Identify & quantify key levers for financial and operational improvement
  • Review prioritized go-forward plan
  • Identify key contingencies