Leveraging accountability to optimize strategies and improve returns.
What gets measured gets done. Systems of accountability and management reporting provide leaders with confidence that their plans are on track or require course correction. We utilize these tools alongside our executive experience to help clients build strategies to realize their visions.
Extensively experienced.
Efficiently compact.
Decades of senior management experience across a broad range of industries is our advantage. We understand that departments intersect and how focusing on these junctions will efficiently scale businesses. Growth and profits are amplified by strong internal alignment.
Our footprint is light, and we dig in quickly to identify opportunities for clients to boost net income and EBITDA. Promoting a culture of ownership and information, we work to win as a team.
We partner with leaders of small and medium sized businesses who are committed to change.
Change can be difficult. Rapid growth or contraction can drive an urgent need for companies to restructure, upgrade systems and improve processes. These projects are challenging, resource intensive, and vital. We support leaders who embrace these opportunities and assist them to ensure that their initiatives align with their strategies and visions.
From strategic planning to empowering Finance teams to advising on turnarounds – tailored services designed to help clients achieve their goals.
Operational
Business Assessment:
Understanding a company’s strengths in detail will determine adjustments needed to implement strategies successfully.
Budgeting and Forecasting:
Rigorous budgeting and forecasting clarifies the near term and serves as a springboard into strategic planning.
Value-Add Finance:
Finance is conservative and compliance focused, but it should play offense as well as it plays defense. Finance should be empowered to deliver high value-add information that supports strategy.
Strategic
Vision Review:
A company’s vision statement identifies its long term goals. If a company’s vision statement is absent or unclear, its planning process will default to being short term and tactical.
Strategic Planning:
Strategic plans operationalize vision statements. Without a strategic plan, a company will lack metrics to gauge performance and risk losing sight of its vision.
Fractional CFO:
Fractional CFO’s are strategic resources who optimize Finance functions and elevate their value-add within organizations.
Major Projects
Turnaround Support:
Resources who have extensive experience managing strategy, optimizing revenues, streamlining operations and reducing overheads make turnarounds more successful.
Post Acquisition Support:
Comprehensive onboarding processes ensure strategic alignment and early ROI.
ERP Implementations:
When companies fail to do enough internal due diligence prior to selecting and implementing an ERP, the result will be a system that doesn’t meet its requirements.
Focused and reflective. An approach that recognizes challenges to growth for smaller businesses.
Leaders can immerse themselves in daily details at the expense of their visions. When this is the case, navigating toward longer term goals will be more difficult. Planning will prioritize tactics over strategy. Strategic planning, managing project funnels and establishing systems of accountability are challenging. We understand this intimately and offer our experience and bandwidth to assist clients to complete these critical initiatives.
Companies may de-emphasize core competencies to pursue home run growth strategies. Here, the risk of losing existing customers and market share is high. Enduring organizations strive for consistency and organic growth. Stakeholders look for steady returns, and healthy balance sheets allow businesses to plan non-adjacent investments. Prioritizing singles and doubles is one of the best ways a business can de-risk itself and stay aligned with its vision. We help clients to clarify their core strengths and leverage them to achieve strong incremental growth. Our approach is phased and contextual to your business.
Greg Palmer
Owner
Greg is a strategic executive with success across a broad range of industries. His experience includes directing aviation operations in West Africa and managing assets for a global private equity portfolio. He is a veteran restructuring specialist with a methodical approach to change management. He thrives leading cross functional teams and is as comfortable in a boardroom as he is on a shop floor.
Greg is a respected problem solver who listens closely to understand colleagues’ challenges and he collaborates on plans to resolve them. Whether he’s unclogging a supply chain, making a key hire, or is elbows deep in a turnaround, Greg helps managers add value and succeed.
Greg is a Certified Management Accountant with a Bachelor of Recreation Administration from the University of British Columbia. He is a lifelong North Shore resident, a frequent gym patron and the proud father of a lawyer and a natural resources biologist.
