As a client's growth
stabilizes, we help them reach even further with profit optimization and
evaluation of expansion opportunities into new niches, new process areas or
expanded capacity levels. Management relies on our expertise when making major
purchases, acquiring a business, ramping up a department or establishing a new
work shift.
When solid growth requires a change of
direction, we are there to help sell a company, right-size, optimize costs,
establish credible valuations of a business and assist with the evolution to a
stronger, mightier force in the marketplace. We are strong proponents of one size does not
fit all.
- Mergers & Acquisitions
- Valuation
- Estate/Gift
- Ownership Transfer
- Dispute Resolution
- ESOP
- Pricing for Maximum Profit
- Customer Value Analysis
- Value Added
- Profitability
- Volume
- Salesperson
- Job Cost
- Product Mix
- Breakeven Analysis
- Budgeted Hourly Cost Rates
- Management Information & Reporting
- MIS
- Dashboard/Hot Sheets
- Efficiency & Utilization of Resources
- Tax Planning
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- Financial Operational Ratio Analysis
- Customized Profit Plans & Projections
- Wealth Management
- Compensation
- Sales Compensation
- Owner Compensation
- Incentive Plans
- Deferred Compensation Plans
- Industry Comparatives
- Retirement Plans
- Financing Sources/Weighing Alternatives
- Lines of Credit
- Long-term Loans
- Lease vs. Buy
- Revenue Bonds
- SBA
- Banks
- Asset-Based Lenders
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