Small & Medium Sized Businesses
Support for decision-making processes, special projects, times of transition and growth
We support established business with the following:
Board presentations
Buy vs. build decision making
Budgeting and projections
Helping leaders determine when to hire additional staff and how to reduce employee attrition
Improving customer LTV
Marketing performance analyses
Reducing supply chain costs
Creating contingency plans for unexpected employee departures
Improving finance and accounting infrastructure for easy and accurate record-keeping
Research on competitors and products
Choosing where and how to sell your product
Preparing for a sale or investment, such as data room population and preparing for diligence
Managing special projects when teams do not have capacity
Executive coaching and feedback
Supported CEO of 200+ employee and $50M+ revenue business with forward strategy, including Board presentations, identifying misalignments between commissions and sales goals, analyses of customer concentration and revenue opportunity per customer, market sizing, and opportunities for operational improvements in regional offices.
Conducted an operational audit for a rapidly growing e-commerce company, including creating guides for customer support, inventory processing and damages and marketing; assisted with supply chain analyses and hiring decisions
Conducted an operational audit for a talent agency, resulting in improvements in business development and talent relationship management; supported CEO in decision making regarding employees and promotions
Provided forecasting support for a healthcare CEO considering the sale of a business vs. continued investment
Completed analysis of financial results and business practices for an art gallery and provided recommendations on real estate, hiring and billing practices
Built financial model for a healthcare data and consumer goods company; assisted CEO with seed round diligence with VC funds
Built a financial model for a rapidly growing e-commerce company in the food and beverage space and assisted CEO with decision making regarding brick-and-mortar expansion vs. further investment in digital
Built financial model for a company with an electric vehicle infrastructure subsidiary and a delivery services subsidiary
Assisted an investment company in screening applicants for investment analyst positions
Built a comprehensive course on investment banking fundamentals for a global education company
Built financial models for commercial and residential real estate developers
Conducted a multi-year LTV analysis for a consumer goods company