Client Successes
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Client Successes
At Strategy Solutions, Inc. – we work hard to deliver results, provide value, and help our clients accomplish their objectives. Below are sample successful consulting engagements where we helped clients navigate their challenges and/or capitalize on their opportunities.
Assessment of Accounting, Finance, & Human Resources Functions
Client: National Medical Specialty Board Objective: Enhance the effectiveness of accounting, finance, and HR functions Our Role: Conducted an in-depth review of roles, personnel, processes, technology, and external partners Collected insights through surveys, on-site...
Strategic Planning for Growth & Family Transition
Client: Privately Owned Recycling Business Objectives: Create a strategic plan to guide the new management team’s expansion efforts Prepare for a successful family ownership and leadership transition Secure professional business mentorship Our Role: Facilitated a...
Forensic Accounting Investigation
Client: Beneficiary of a Large Family Trust Client Objective: Assess the completeness and accuracy of the final trust accounting. Our Assistance: Reviewed client concerns, background information, and initial supporting documentation. Analyzed tax returns, financial...
EBITDA-Based Business Valuation Estimate
Client: Specialty Construction Subcontractor Client Objective: Estimate the business’s value based on EBITDA for a potential sale to key employees. Our Assistance: Analyzed recent financial performance in detail. Developed a defendable, adjusted recurring EBITDA...
Rural Economic Development Loan Application – Robotic Welding Equipment Manufacturer
Client’s Objectives Obtain expansion facility financing Submit a compelling early-stage business loan application package Quantify future performance expectations in projected financial statements Assistance Prepared comprehensive financial statement projection model,...
Decision Support for Sale of Business – Auto Salvage and Parts Wholesaler
Client’s Objective Receive advice on selling the parts wholesale portion of their business Assistance Critiqued an acquaintance’s letter of intent Restated parts wholesale carved-out earnings estimate Provided IBISWorld industry trend and DealStats EBITDA sale...
CFO Growth Advisory Services – Manufacturer of Robotic Welding Equipment
Client’s Objectives Hire fractional growth-focused CFO Increase monthly financial statement accuracy Optimize pricing practices Assistance Assessed past performance and financial statement reporting practices Analyzed profitability of recent large production jobs...
Strategic Plan Update Facilitation – Group of Five Related Entities
Client’s Objectives Update and expand the prior strategic plan to advance to the next level Assistance Facilitated strategic plan update and expansion process including owners, management team, and key employees Results/Value Evaluated accomplishments of prior...
Business Value-Building – Manufacturing Company
Client’s Objectives Double the company’s value before selling Estimate current gross and net business sale proceeds Initiate an effective value-building program Assistance Assessed past performance Quantified EBITDA add-back schedule Developed first-year...
Communication and Culture Training – Housing Industry
Client’s Objectives Increase management communication effectiveness Improve employment culture and mentoring Reduce employee turnover Assistance Reviewed DiSC style profiles and increased management’s understanding of their team Led interactive training sessions on...
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