Foundation

Our Foundation offering is the starting point of all our relationships. We will use our proprietary assessments to evaluate your organization for the three dimensions of our Key Value Drivers Framework:  Profit Strength, Management Team and Sales Growth.  The results of this structured approach will reveal the areas of greatest opportunity. Further discovery and analysis then identifies the specific actions to be taken that will drive your business forward.

Our team and yours will then work together following our proven implementation process to make sure that problems get solved, solutions get implemented and results are realized.

CXO Concentration

Most companies will have a need for a deeper focus in one or more of the Key Value Drivers and that usually shifts over time.  Our CXO Concentrations services provide the specific expertise you need to accomplish your goals faster or more broadly.

Fractional CFO Concentration

Getting your financial information reorganized to provide you with the information that your best-in-class peers use to maximize profits is critical, perhaps the most critical step you will take.  And it can be a lot of work.  Many clients add this concentration of additional support so they can get faster results and provide more concentrated training and direction for their financial staff.  Implementation typically includes:

• Restructuring and formatting the Chart of Accounts and resulting Financial Statements
• Gross Margin analysis and repair through pricing and cost control
• Accounting processes and reporting systems
• Development of meaningful management reporting
• Strategic financial planning
• Resolving the unique company-specific issues arise.
  

Fractional CRO Concentration

Significant improvement to an organization’s ability to grow their client base profitably usually requires improvements across targeting strategy, marketing methods and sales approach and almost always requires the realignment or addition of people.  When this is required we provide additional resources to ensure that  we can analyze the situation, develop successful solutions and provide a coordinated and effective implementation so that you can build sales momentum and avoid costly delays or setbacks.

• Lead generation methods, costs and effectiveness
• Sales process, scripts, presentations and training
• Sales management, accountability systems and compensation
• Sales and marketing staff, staffing levels and recruiting
• Lead generation and sales goal-setting, forecasting and budgeting
  

Fractional COO Concentration

Your management team and how you lead them is the key to driving results for you and your clients and will be a critical enabler of your profitable growth, client satisfaction and the value of your business.  There are times in an organization’s development when significant effort must be spent on making sure that you have the right people and systems in place to facilitate a new level of growth or to solve execution and profitability problems within the business.  For these situations we have the ability to provide additional resources to evolve your team and build your future.

• Accountability Systems (roles and responsibilities, team member KPI design and reporting, position agreements and related implementation steps)
• Management Processes (non-financial operating KPI design and reporting, dashboard design and implementation, meeting and communication systems, planning)
• Performance Management Systems (selection, onboarding, performance evaluation, incentive compensation, training and development system)
• Leadership development of the owner and the long-term delegation plan