Managing Growth

One of the most difficult times to successfully run a business is during
rapid growth.  Cash flow can become an issue and organizational changes are challenging.  It can be hard to determine when to expand the operation to meet demand.  Increasing sales hide issues that begin to develop during growth, but surface later when they are more difficult to resolve.  Our team has seen companies succeed and fail during these growth periods.  We can prepare the necessary projections to help your company sustain the growth. Since we don¹t have industry or company paradigms, we can provide a non-biased viewpoint of your business plans and can help make sure you are continually moving towards achieving your goals.

Restructuring can be a challenging experience, especially for private
companies.  Often it is this discomfort that paralyzes a company from making the required decisions.  Our company has extensive experience in restructurings from individual departments to $100 million dollar
implementations.  We believe any restructuring plan must seriously consider the impact on shareholders, employees, vendors, customers, and the community.  We can assist in defining a clear vision of what is needed now and in the near future.

Annual Budgets and Three-Year Plans

If you don¹t have a good road map, how will you reach your goal?  Because the business world continuously changes, no budget will perfectly predict the future. A good budget will highlight where you are above or below the plan and what operational changes may be needed to reach the established goals. We have over 15 years of experience leading the Annual Budget and Three-Year Planning processes, including post acquisition Operating Plans.

You can¹t live with them and you can¹t live without them² sometimes fits a banking or investor relationship. An independent third party can sometimes be your strongest ally. Our team knows what banks and investors are looking for and what motivates them. We can help improve your banking or investor relationships or simply help prepare you for that important presentation.

While managing the business it can be hard to put adequate time and effort into making those significant one-time strategic decisions.  Yet these decisions may have the biggest impact on your future.  Summit Advisory can assimilate all the required information and narrow it down to the key decisions required.  Our broad experience can assist you in thinking about all possibilities, before the decision is made.