Our Cases
Investment Impact
Systematized and structured the business to attract an investment group that established our client as a platform for growth and sale
Created financial and operational accountability structure, reengaged staff, and implemented tools and measures in preparation for financial restructuring
Built accountability structure across functional groups to close financial gaps and a foundation for improved profitability, growth and potential merger
Optimized sales teams, accountability tools and support staff to maximize revenue from legacy clients, while freeing proven resources to grow new business
Established processes
and updated existing system to optimize inventory, capacity, visibility, and communication, in preparation for investment
Growth/Improved Profitability Impacts
- Achieved organic growth of $20–30MM in net new assets and generated ~$240,000 in new annualized revenue; introduced optimized sales teams and accountability metrics
- Achieved a 28% improvement in EBITDA; implemented purchasing accountability structure, inventory management initiatives and profit based compensation programs
- Saved tens of thousands in monthly labor costs and over $200K in planned system investments; eliminated manual processes and optimized the existing system
- Recouped $300,000 in 60-90-day past due AR in less than 2 weeks; worked with customers to fix online invoicing and payment systems
Restructure Impacts
- Saved a Company from bankruptcy and positioned it for growth or sale; established new operational foundation leveraging staff and systems
- Resolved $900,000+ of spending and financial inaccuracies and saved a plant shutdown in less than 1 month; resolved system and training obstacles that caused issues with JIT inventory and expediting costs
- Transformed 20 years of cobbled together processes and systems of workarounds into an automated, centralized ERP system, with reports and supporting processes; marked savings, culture change and process improvements starting in first 2 months of project
Case Studies
Wealth Management
POST TRANSITION RESTRUCTURING AND SYSTEMIZATION
Steel Broker & Distributor
OPERATIONAL AND FINANCIAL REVIVAL TO QUALIFY FOR FUNDING
Specialty Supplier & Distributor
STABILIZATION, CASH MANAGEMENT, & INVENTORY CONTROL
National Food Processing Co.
CREATING THE STRUCTURE FOR SCALABILITY AND INVESTMENT
Multi-Site Engineering & Manufacturing Co.
POST-ACQUISITION, LEADERLESS SYSTEM CONVERSION
Our work prepares companies for growth, investment and/or transition.
