J.S. Held Acquires GLI Advisors, Strengthening Our Construction Project Support Services in the Western US and Hawaii
Read MoreMost consulting firms approach a business assessment from a purely financial perspective — our assessments provide a 360° view of a business, addressing growth drivers, profitability, and uses of capital.
Along with detailed financial performance reviews and cash flow forecasting, our comprehensive Business / Operational Assessment identifies the various challenges clients encounter throughout their operations. This allows our experts to collaborate with clients to develop new strategies and execute initiatives to help ensure success.
Financial statements are merely a glimpse of what is going on at a company from an operational perspective. To really understand a business, one must consider the shop floor, distribution center, sales and marketing departments, and beyond. What does the supply chain look like? How elastic is pricing? These aspects of a business are the source and root cause of financial performance. Our assessments provide a 360° view of a business and address the areas that drive growth, profitability, and the use of capital.
We assess all aspects of business operations, from procurement to distribution, cash management, and sales, to identify tangible opportunities for improvement.
Our assessments often include the review—and development, if necessary—of a weekly cash flow forecast, a critical tool that enables management teams to identify and understand near-term challenges, enabling better decision-making. Additionally, our experts perform analyses of the client’s financial performance, working capital needs, capital expenditure requirements, sales backlog and pipeline, and operating metrics, such as fill rates, waste, overtime, and other related areas.
Our assessment culminates with a detailed presentation of the business’s existing landscape and its operational, financial, and managerial challenges, highlighting opportunities for growth and the economic benefits derived by implementing our recommendations. We often are retained by clients to lead and/or assist in the implementation of our recommendations.
Our Business / Operational Assessments provide an unbiased, 360° review of our client’s critical operational functions, such as:
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Business / Operational Assessment Engagements
Financial Advisor to Family-Owned Winery
Business Assessment & Advisory for Fuel & Oil Distributor
Business Assessment for Apparel Designer, Manufacturer & Distributor
Equity Fund - Glass Manufacturer
Bankruptcy Advisory for Multi-Site Hospital System
Operational Assessment for Pipe Manufacturer
Turnaround for High-Performance Aircraft Manufacturer
