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Performance Improvement

Improve financial results and drive better outcomes

  • Strategic planning sessions: We collaborate with you to map out your financial roadmap, setting clear goals, identifying funding opportunities, and crafting a budget that fuels your growth engine.
  • Financial forecasting and modeling: We become your financial crystal ball, predicting market trends, analyzing potential risks, and ensuring you’re prepared for any storm that may arise.
  • Expert fundraising support: Need capital to fuel your ambitions? We’ll be your financial wingman, crafting compelling pitches, connecting you with the right investors, and negotiating deals that secure your financial future.
  • Ongoing financial analysis and reporting: No more flying blind. We’ll provide you with real-time insights into your financial health through clear, concise reports, keeping you informed and empowered to make smart decisions.

Practice Areas

01

Grow Margins

Product extensions & enhancements

Market extensions

Pricing and contracting enhancements 

Marketing mix assessment (Product, Price, Place, Promotion, People/Process)

Sales team and sales funnel effectiveness

02

Grow Profits

Vendor assessments and negotiations

Compensation and staffing assessment

Sales team compensation improvements

Operating expense reductions

Cash management

03

Financial Intelligence

Financial & Management Reporting

Budgets & forecasts

OKRs & KPIs

Customer & product profitability

Compensation and staffing assessments 

$50M

Private Fundraising

$66M

M&A Transactions

$30M

Debt Raised

$200M

IPOs and Follow On Offerings

★ ★ ★ ★ ★

Drop Us A Line

Ready to get going? Contact us today

(425) 478-1068

7130 Tolt Highlands Rd NE, Suite 100
Carnation, WA 98014

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