Services

Strategy

This is where we come in and deploy the full program – Analysis, Strategy, and Action – leaving you with a full Strategy and Action Plan to put it in Action.

Putting Together YOUR STRATEGY is meant for companies that already have a good idea of what they want to do and the general path they should take but need help in putting those ideas into a Strategic Plan including Financial Projections.

Choosing Strategically will tell you what are the Strategic CHOICES you must consider to have a Strategy and how to make Strategic decisions that make a difference. I can also personally come in to facilitate these decision choices.

Strategy Training

Do you have a good team? With good people? Make them even better! Teach them Strategy! They will start looking at everything they do with a strategic eye and act strategically EVERYDAY. I will personally teach your team about Strategy and how to think and act strategically. It’s about a 15 hour program.

M&A

These are usually processes that are disruptive to a company and consume a lot of internal resources. Make it easier and get some help for any or all the steps of the process: Defining the business case, finding targets or buyers, doing due diligence and/or setting up data room, negotiations, contract drafting (NDA, Letters of Intent, Purchase and Sale Agreements, Shareholders’ Agreement, etc.), completion, Stabilization, Integration, and performance evaluation. Buy or Sell side.

Action Plan Management

Need help implementing the Action Plan? That’s what this is about.

Market Analysis

Any of the External analysis components, including customizing market inquires, analyzing syndicated data, or doing a deep dive into each one of your competitors.

Internal Analysis

Any of the Internal analysis components. We can analyze your Value Chain. We can also deploy our tool for assessing the type of Culture in your company, Management Style, and analyze employment engagement.

Financial Projections and Budgeting

No time to create your own budget? Need to update its structure and improve a 3 statements’ model – P&L, Balance Sheet, and Cash Flow Statements? Reach out to us.

Financial Planning and Analysis

Monthly Financial Control and Management; know how you are tracking against your goals. We can also set KPIs and Scorecards. Could also be help in analyzing the merit of large investments or projects.