For most engagements we start with a company analysis to develop a strategy that identifies:

• A clear vision for the future
• Gaps in the management team
• Internal communication issues
• Accounting issues
• Operational inefficiencies
• Marketplace changes
• Cash flow issues
• Bank issues
• Advisory Board/Governance issues
• Employee training, retention, and compensation

While each engagement is unique, and many may not require the same level of analysis, we typically apply a Four Stage process to this analysis that will uncover problems and identify opportunities.

In Stage I we analyze the marketplace, production, and accounting and financial data.  We want to understand where a company fits within its marketplace, and understand the strengths and weaknesses of the business.  

In Stage II we determine what the problems are, what opportunities exist, what impact addressing the problems and opportunities will have, how long it will take to start realizing some benefits, and the probability of success.

Stage III is a review with management regarding Stage II findings, developing a strategic plan that addresses the problems and opportunities, and the methods to implement these findings.

Stage IV implements the strategic plan.