How WE can HELP
FoRECASTING
Forecasting simply based on historical information to create current and future outcomes could create an planning quagmire or echo chamber.
We help clients avoid this common pitfall by creating a market-driven plan or forecast that focuses on internal and external data as well as end-market trends. With a broader and more comprehensive view, it becomes easier to identify the right drivers, set appropriate targets and incentives, and ultimately the best-known strategies to deliver results.
ANNUAL OPERATING PLANS
Budgeting for the calendar year carries unique challenges, given the uncertainty within a specific industry, region, country, and globally.
We take a company-specific, strategy-based approach to budgeting that goes beyond the traditional annual operating plan. We believe budgets that provide deeper insights can provide more value and facilitate flexible resource-allocation decisions. Our approach would consider stress-test scenarios, reimagine key business drivers, and build optionality and flexiblity into the budget model itself.
Strategic PLANNING
Stragic planning involves the careful process of aligning organizational goals into a unified corporate strategy. Gathering inputs from stakeholders is just the start to a sometimes challenging endeavor.
We help clients with our comprehensive method or approach starts with initial business intelligence gathering, prior to diving into the plan process of gathering inputs, SWOT and sensitivity analytics, strategic matrices, defining, reviewing, and finalization.
M&A Valuations
M&A is considered a strategy to some companies; however at most companies, M&A is considered a crucial enabler of strategy and utlimately longterm value.
We help clients by creating a clear M&A blueprint to facilitate the progress toward strategic goals. This process includes, but not limited to, assessing capabilties, determining value chains, identifying competitive advantages, and applying techincal principles of valuation to the decision-making process.
BUSINESS CASES
Preparing a business case can be challenging, and common pitfalls can derail and damage the decision-making process.
We help clients by generating business cases that are scalable and tailored specifically to their organization's unique circumstances. By clearly articulating challenges and business needs, stakeholders within the company can have a transparent tool to assist with the decicion-making process. With the right business plan, an organization can visualize its options and the respective impacts to revenue, cost, operations, and ultimately the bottom-line.