Business Consulting
Strategy you can bank on.
Helping owners move from vision to execution with strategy you can bank on. We develop practical strategic plans with clear KPIs, build lender-ready pro forma models and cash-flow forecasts, craft compliant and compelling proposals for bids, grants, and capital raises, and deliver formal, defensible business valuations for transactions, tax reorganizations, and disputes—so your decisions are clear, confident, and backed by numbers.
Service Outline
Strategy, Quantified. Execution, Simplified.
Purpose: Set a clear direction, align teams, and build an execution roadmap.
Core Services
- Vision, mission, and values facilitation
- 3–5 year strategic plan with measurable objectives & KPIs
- SWOT, PESTLE, Porter’s Five Forces, and value-chain analysis
- Go-to-market, pricing, and positioning strategy
- Organizational design & role clarity (RACI), leadership cadence
- Capital plan & funding roadmap; risk register & mitigation plan
Deliverables
- Strategic Plan document (PDF) with KPI scorecard
- 12–18 month execution roadmap (Gantt + milestones)
- Quarterly OKR framework and review templates
Typical Timeline: 4–8 weeks with quarterly reviews
Optional Add-Ons: Strategy offsite facilitation; board strategy pack
Purpose: Translate strategy into numbers for decisions, lenders, and investors.
Core Services
- 3–5 year integrated financial model (IS/BS/CF)
- Scenario & sensitivity analysis (best/base/worst cases)
- Unit economics, cohort and contribution margin analysis
- Working capital, seasonality, and cash-flow planning
- Project finance models (CAPEX, depreciation, debt schedules)
- Covenant modeling and lender metrics
Deliverables
- Excel/Sheets model with driver-based inputs and scenarios
- Assumptions book & model guide
- One-page banker/investor summary
Typical Timeline: 2–4 weeks (faster for updates)
Optional Add-Ons: Rolling 13-week cash flow; dashboard (Power BI/Data Studio)
Purpose: Win contracts and secure funding with compelling, compliant proposals.
Core Services
- RFP/RFQ/RFI strategy, compliance matrix, and bid/no-bid analysis
- Narrative development (exec summary, technical, management, schedule)
- Costing/pricing strategy aligned to SOW and risk
- Lender/investor packages (teaser, pitch deck, CIM, use-of-funds)
- Grant applications and government program submissions
- Editorial review, graphics, and production (submission-ready)
Deliverables
- Complete proposal package (print- and e-submission formats)
- Pricing workbook and basis-of-estimate (BOE)
- Compliance checklist and submission schedule
Typical Timeline: 1–3 weeks per submission cycle
Optional Add-Ons: Rehearsed orals/defense coaching; repository templates
Purpose: Independent, defensible opinions of value for transactions and disputes.
Engagement Types
- M&A (buy/sell-side), shareholder/partner buy-ins/outs
- Tax reorganization, estate & succession planning
- Fairness opinions, intangible asset valuations
- Litigation support (opinion of value, expert reports)
Approaches & Methods
- Income: DCF, capitalized cash flow
- Market: guideline company, precedent transactions
- Asset-based: adjusted net asset value, excess earnings for intangibles
Standards & Quality
- Prepared to recognized professional standards (e.g., CICBV/IVS/ASC as applicable)
- Transparent assumptions, reconciliations, and sensitivity analysis
Deliverables
- Comprehensive valuation report with conclusion of value
- Management interview notes and normalized financials
- Exhibits: multiples, comps, discount/cap rate build-up
Typical Timeline: 3–6 weeks (depends on data and scope)
Optional Add-Ons: Expert testimony; periodic valuation updates
- KPI dashboards and monthly performance reviews
- Budget vs. actuals, variance analysis, and rolling re-forecasts
- Strategy execution PMO and risk tracking
Engagement Process
Clarify objectives, stakeholders, and timeline
Financials, operational metrics, contracts, and market info
Iterative reviews; draft deliverables
Reports, models, and playbooks
Q&A, lender/investor/buyer follow-ups