1.
Growth
a.
Organic Growth
i. Interim Management (CFO, COO, VP
FP&A)
ii.
Reporting and Analysis
1.
Incometrics™
2.
Budgeting and Cash Flow Management
3.
Detailed and summary reporting
b.
M&A
i.
Due Diligence
1. Comprehensive
Master Due Diligence Document List
2. Quality
of Earnings and risk assessment
3. Process
Management
ii.
Integration
1. Interim
Management
2. 100
Day plans
3. Process Coordination
iii.
Negotiation and Documentation
2. Turnaround / Distressed / Interim Needs:
a. Cash
Flow Management (detailed bottoms up cash flow projections)
b. Reengineering departments
and functions
i. Interim Management
ii. Inventory
management and logistics
iii. Reporting
Functions
iv. Accounting
and Finance functions
v. Systems
implementation and integration
c. Reporting
and Analysis
i. Profit
Mapping to Understand profit pain points
1. Incometrics™
ii. Contribution Analyses
iii. Detailed budgeting and planning
3. Exit – Sell
Side Preparation
a. Sale
Preparation
b. Preemptive Due Diligence
c. Value Maximization
d.
Data Room Prep
e. Deep
analysis
f. Process / resource
coordination