Assessment Increases Impact

Real Results. Proven Strategies. Measurable Growth.

Business owners often seek support for one visible problem, but a comprehensive assessment frequently reveals that the underlying issue and the best path forward is different from what they initially expected

What Others Are Saying…

Business Owner

Institution

Advisor

B2B Product Manufacturer

Improving Cash Flow and Access to Capital

Initial Need

What We Identified

The assessment revealed that the business needed more than financing. Its greatest opportunities involved cash-flow management, financial planning, operational capacity, leadership development, and a stronger strategic growth plan

What We Helped Implement

Results

A profitable, third-generation family manufacturer with less than $10 million in revenue sought financing after experiencing negative cash flow and falling behind on payables

We conducted a financial assessment, developed cash-flow management tools, improved operations, prepared the company for financing, strengthened its growth plan, and helped secure bridge financing

The company improved cash flow, strengthened its leadership team, gained access to capital, enhanced financial management, and improved operational performance

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For-Profit Private School

Stabilizing Cash Flow and Increasing Enrollment

Initial Need

What We Identified

The assessment revealed weaknesses in financial analysis, management capacity, marketing and sales focus, customer retention, and the school’s ability to consistently generate repeat business and referrals

What We Helped Implement

Results

A mission-driven private school with less than $1 million in revenue and fewer than 20 employees was experiencing serious cash-flow problems without a clear understanding of the cause

We conducted a financial assessment, eliminated unnecessary expenses, created a business-planning model, developed a growth plan, sharpened the school’s marketing focus, and prepared the organization for financing

The school improved cash flow, increased its marketing focus, enrolled more students, gained access to capital, strengthened financial management, and established clearer goals and performance measures

Online B2C Product Manufacturer

Managing Rapid Growth and Strengthening the Organization

Initial Need

What We Identified

The assessment showed that sustainable growth would require a more deliberate organizational structure, stronger financial reporting, improved human-resource practices, leadership development, and a formal growth-planning process

What We Helped Implement

Results

A specialty product manufacturer with approximately $20 million in revenue, fewer than 50 employees, and international brand recognition needed help managing rapid growth. The company faced a major order backlog, informal management practices, insufficient financial controls, and an underdeveloped leadership team

We conducted a financial assessment, restructured the organization, developed the leadership team, established operational goals, improved management reporting, strengthened recruiting and onboarding, and provided executive coaching

The company improved financial management, significantly reduced its order backlog, secured financing for a new facility, improved operational performance, made stronger hires, increased employee retention, strengthened planning, and freed more of the owner’s time