financial analysis and oversight
Review of Financial Statements: Conduct in-depth reviews of monthly financial statements to identify inconsistencies, trends, and opportunities for improvement.
KPI Development and Monitoring: Design customized Key Performance Indicators (KPIs) to track financial and operational health, ensuring alignment with the client’s business goals.
Cash Flow Optimization: Implement cash flow management strategies to ensure adequate liquidity for operations and growth, leveraging predictive modeling to foresee potential issues.
strategic business planning
Long-Term Financial Roadmaps: Create actionable financial strategies, integrating logical frameworks and contingency planning for scalability and sustainability.
Scenario Planning: Develop "what-if" scenarios to prepare for potential risks and opportunities, applying troubleshooting techniques honed from engineering problem-solving.
Business Valuation Advisory: Assist in understanding and improving business valuation through operational efficiency and profitability enhancements.
business owner mentorship and advice
Leadership Support: Provide mentorship to business owners, helping them navigate complex financial decisions with insights drawn from over 20 years of personal entrepreneurial experience.
Owner-Centric Perspective: Offer advice tailored to the unique challenges and opportunities of being an owner-operator, emphasizing practical, actionable solutions.
Succession Planning: Assist with designing and implementing effective succession plans to ensure long-term business continuity and value realization.
funding and capital raise
Growth and Expansion Advisor: Provide guidance on securing funding, whether through loans, investors, or other financial instruments, including preparation of investor-ready documentation.
Market Entry Strategy: Develop financial models to assess the feasibility and profitability of entering new markets or launching new product lines.
exit planning
Business Valuation: Conduct thorough assessments to determine the current market value of the client's business, identifying value drivers and areas for improvement.
Strategic Exit Roadmap: Develop a tailored exit strategy that aligns with the owner's personal, financial, and business objectives, ensuring a seamless transition.
Value Acceleration Implementation: Apply EPI's Value Acceleration Methodology™ to enhance business value, integrating exit strategies into daily operations.
Succession Planning: Design and implement plans for leadership transition to maintain business continuity post-exit.
Market Readiness Assessment: Evaluate the business's readiness for sale, identifying potential obstacles and opportunities to maximize value.