Case Studies

Interim CFO for a $275M CPG company – Initiated a 13-week cash flow projection process and refocused the team to work with other unused, underlying data, which yielded vastly different views of the business, allowing corrective actions to be taken. These efforts directly saved the company $1M.

Optimization of the financial operations for a $90M forklift dealer – Identified the core source of the company’s issues and developed a new inventory protocol and advanced new procedures for service billings.

Annual Operating Plan (AOP) and Monthly Operations Review (MOR) process for a $200M chemical company – These efforts provided visibility into the company’s daily cash position, structure, and accountability.

Growth strategy assessment for a $40M high-security lock manufacturer – Conducted thorough market research and developed a plan for the company that would provide a $5M boost in revenue within the first 12 months of implementation.

Performed a growth assessment for a middle market manufacturer – Identified key leverage points for existing processes, developed an operating model that projected the equipment and real estate CapEx needs, and created an initial sequencing and expansion plan.

Resegmented customers for a $150M industrial products company that was struggling with post-merger disorganization – Successfully combined acquired customers into a single segment structure, created new pricing methodology and calculated new prices for 40,000 products.