Financial Service Product Company
Financial Service Product Company
SYNOPSIS
Financial Service Product Company
Location: Houston, Texas
Revenue Size: >$25 million
Number of Employees: >50
Situation: Owner needed guidance and strategy on exit strategy.
VALUE DRIVERS
Leadership
- Vision, Strategy, Purpose
- Goal and objective alignment
- Execution exceptionality
Revenue Growth
- Volume
- Balanced supply with demand
- Price
- Strategically aligned with market
Operating Margin
- Productivity improvements
- Logistics, Service and Production
- Leveraging revenue growth against fixed cost
- Sales and General Admin Overhead
Asset Efficiency
- Inventory turns
- Raw materials, WIP, FGI
- Real-estate, Infrastructure, Equipment and Systems
- AP and AR management effectiveness
APPROACH
Key Employee Interviews
- Senior Leadership Team
- Mangers
Online Survey
- Senior Leadership Team
- Managers
- Influencers
- Others?
Financial Review
- Historical (3 to 5 years)
- Key Performance Indicators
- Budget and Forecast
Non-Financial Review
- Strategic Plan
- Management System
- Organization Structure
DELIVERABLES
Deliverables
The final report was the basis of scoping future work such as strategic planning workshops and or a business optimization project.
Define and prioritize the most significant opportunities to improve operationally, organizationally and strategically.
Indication on which business issues represent the greatest barriers to achieving your goals.
Feedback on management’s compatibility to accept and lead change for improvement.
Survey results presented in a comprehensive report—both verbally and in writing.
RESULTS
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