How We Team with Leaders for Growth

How we Help!

The “Strategy Team”, you and us, uncover the right formula to take your business from where it is to where you want it to be financially.

From a young age, I had a natural gift for solving complex problems which led me to study chemistry. Today, I apply that same analytical mindset to business - crafting powerful, strategic financial formulas that give my clients the growth and profits they want and expect.

My approach is grounded in the timeless wisdom of Benjamin Franklin: “Failing to plan is planning to fail.” That principle is the foundation of every custom financial strategy we create, bringing order to financial chaos and turning overwhelm into clarity.

No matter how complex the challenge. We synthesize the formula that works. And when it clicks, the firm doesn’t just grow, we reach new heights of success.

Here is an example of Real Results

For example, we achieved substantial financial and operational performance improvements including optimizing cash flows and reengineering Demand Planning and end-to-end Supply Chain resulting in

Iidentified top 10% of SKUs representing 90% of total sales limiting inventory purchases and expenditures
Optimizing inventory levels and distribution efficiencies while reducing overhead and per unit costs by $.07 over 20MM units
increased customer fill rates to over 98% while saving $150K in monthly inventory expenditures
Captured over $240,000 in annualized cost reductions

How are we different?

We uncover the hidden factors affecting profitability such as having an accurate inventory management system or preventing supply chain disruptions. Our clients stop throwing money at problems and are guided to resolving them for short and long term growth.

I’ve heard too often “we must be making money because our products sell.” We bust through that assumption with accurate financial data.

Our expertise Includes:

Enterprise FP&A Analytics geared to Corporate mid-range Strategic Planning
Turnaround Management
Operations Analysis & Supply Chain Optimization
Inventory Demand Planning Initiatives & Transportation Logistics
Ecommerce initiatives including FBA&FBM Logistics and Amazon/Shopify Strategies

Frequently Asked Questions

What specialties & industries do you specialize in?

We have “C” level leadership experiences in a variety of industries including

Construction
Manufacturing
Distribution
consumer products
ecommerce and
non-profits.

Our expertise includes

Strategic Planning
FP&A Reporting and KPI Analytics
Inventory Demand Planning Analysis and Purchase Efficiencies
End-to End Supply Initiatives

How do you customize your services to fit our specific needs?

We take the time to understand your business, your specific needs and goals before customizing our services to fit your needs. Our personalized approach starts with your Leadership Team discussions to understand why we even are talking.

Then we will agree on an in-depth deep dive into a clear understanding of your current state which may include

Overall Business Assessment
Full FP&A Analysis
Cash Flow Projections
Balance Sheet Review
Operations Assessments
SWOT
Strategic Plan Review

Empowering SMB Leaders for Success

through Strategic Improvement Initiatives

Your "C" Suite Team