The following services can be provided on a per need basis.
Strategic Planning
- Short-term Planning: Planning for immediate needs to a specific issue, such as, getting out of a cash flow crunch, launching a new product/service, how to manage fast growth, etc.
- Long-Term Planning: Detailed planning for the overall future direction and needs of the company. Can also include exit planning.
Obtaining Business Loans
- Loan Processing: Submitting loan requests to Banks and Private Equity Lenders that specialize in Small Business and Commercial Loans.
- Documents Preparation: Assistance in completing the necessary loan documents.
- Position Development: For companies that do not qualify for a business loan at the present time -- I work with owner to make appropriate changes in the structure and planning to put the company in position to obtain financing.
Ownership Accountability
- Monthly Accountability Process: This is a monthly 1-on-1 meeting lasting 2-2.5 hours, where we cover the goals you are working on and the important issues you are facing. The meetings are tracked monthly and owners are kept accountable. This is a key program for procrastinators!
Forecasting & Budgeting
- 12 Month Revenue & Expense (Budget) Projection:
- 12 Month Cash Flow Projection:
- Break-Even Projection:
- Sales Projections per Salesperson:
- Marketing ROI Projections:
- Growth Management Projections:
Cash Flow Management
- Creditor Payment Negotiations:
- Creditor Payment Plan:
- Receivables Collection Plan:
- 12 Month Cash Flow Projection:
Writing and Implementing Job Descriptions
- Writing Job Descriptions, Responsibilities & Duties:
- Implementing Job Descriptions:
Writing and Implementing Standard Operating Procedures
- Development of Processing & Production Standards:
- Writing S.O.P's:
- Implementing S.O.P.'s:
Key Business Metrics
- Developing Key Business Metrics:
- Implementing Metrics:
- Monitoring Metrics:
Analytical Projects
- Financial Assessment of Balance Sheet & Profit-Loss Statement:
- Analyze Expenses:
- Analyze Revenue Sectors:
- Analyze Company Marketing:
- Analyze Company vs. Industry:
- Analyze Customers: demographics, high yield-low yield,
- Assessment of Company Culture:
- Assessment of Management & Employees:
Organizational Communication
- Ownership/Partner Communication: (includes the "AIM" Process)
- Ownership/Management Communication:(includes the "AIM" Process)
- Sales Management/Sales Communication: (includes the "AIM" Process)
- Management/Staff Communications:(includes the "AIM" Process)
Management Development
- Accountability Programs:
- System Improvement (Kaizen) Programs:
- Communication Improvement Programs:
- Goal Setting Programs:
- Departmental Budgeting:
- Lean Practices:
Sales Training & Development
- Develop Top Performing Sales Team:
- Develop Sales Goals:
- Develop Sales Niches:
- Develop Sales Tactics:
- Develop Sales Metrics:
- Develop Consistent Customer Communication:
Customer Service Development
- Develop 5 Star Customer Service:
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