Case Study : Strategic Planning and Outside CFO

Engaged by a 45-year-old family-owned chemical distributor in order to:

  1. Lead a strategic planning process that identified numerous opportunities for growth as well as cost reductions. Firm accountabilities and deadlines insure that the plan turns into reality.
  2. Provide CFO capabilities on a part-time basis in order to:
    • Improve operating efficiencies and increase profit margins.
    • Optimize the bank lending relationship.
    • Upgrade accounting procedures and eliminate reporting delays.
    • Establish robust budgeting process.

Case Studies


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