Case Studies
J.S. Held Acquires Shechter & Everett to Expand Forensic Accounting Capabilities for Family Law Disputes in Florida
Read MoreThe client is a school district in Delaware County, Pennsylvania.
The School District’s administration was concerned that rising costs would impinge on their ability to provide the excellence in education for which the district was known.
Our experts conducted an operational assessment of the non-educationally related expenses so that the school district could look for ways to curb spending. Phoenix scrutinized the areas of transportation, security, food service, maintenance, financial management, employee benefits, and reimbursement. Phoenix’s report to the district identified specific items that totaled $400,000 in immediate savings requiring no governmental policy changes.
> Business / Operational Assessment
Most 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.
> Turnaround and Restructuring Services
Navigating the many challenges confronting a company in transition requires an operationally focused approach that looks beyond the balance sheet to minimize further degradation and build a path to sustainable growth. Drawing upon decades of experience in the turnaround space, we help companies in transition identify practical strategies to improve profitability and liquidity for immediate relief, while concurrently developing and executing a comprehensive turnaround plan for long-term, sustainable value creation.
