Every organization needs sound financial guidance from a knowledgeable professional with real-world experience. We provide part-time/fractional CFO services so that you don't need to spend on a full time CFO salary. We can also help fill financial leadership vacancies on an interim, contract, or temporary basis until you find the right permanent hire.
Are you starting a business, or do you already have a business but need a formalized business plan? Our MBA and CPA consultants have proven experience developing investment-grade business plans.
Whether it's developing a long term strategic plan, or developing shorter term budgets and forecasts, our consultants can help you chart a course to profitable growth.
We can can help you ensure your financial resources are being managed properly and deployed on activities that yield appropriate ROI. We can help with investment decision support, cost control, and cash flow management.
We have deep experience developing valuation models, market (revenue) models, as well as three-statement operating models (Balance Sheet, Income Statement, Cash Flows).
Too many executives are "flying blind"; unable to see and track company progress through insightful reporting. Relevant, accurate and timely reports are critical for executives to make better business decisions.
Trade Promotion Management is a unique challenge and opportunity facing CPG companies. Trade spend can represent up to 30% of sales, second only to COGS. If managed properly, trade can be transformed from a "cost of doing business" to being a powerful tool for driving incremental sales and profit.
Inaccurate sales forecasting can hurt profits through excess inventory, lost sales, higher costs, and lower customer satisfaction. Thus, it is imperative that CPG companies focus their energy and attention to improving the accuracy of their sales forecasts.
We have the technical expertise to extract meaningful insights from point of sale retail data. Whether its determining white space opportunities, tracking competition, ensuring retailer price & promotion compliance, measuring promotional effectiveness, or developing category stories and analyses, we are here to help.
All organizations have financial and operational processes that are inefficient and wasteful. It takes a structured problem solving approach to streamline these process and deliver superior results while freeing up resources to being redeployed on more value added activities. We can help you lead and organize productive problem solving sessions with your staff, empowering them to be part of the solution.