STRATEGIC ADVISORY SERVICES

• Identify the optimal revenue mix which directly improves cash flow and profitablity
• Deliver results through a proven methodology leveraging the Optima Team’s broad experience and capabilities
• Prioritize cost-effective improvements within a client’s business
• Assess and revisit current financial statements
• Manage mergers, acquisitions, turnaround support and restructuring advice
• Identify non-strategic activities which impair earning potential and overall business productivity
• Co-develop quantitative and qualitative planning initiatives to improve operational efficiency.

An Optima CFO and team will review your financial statements and provide a  comprehensive analysis of customers and revenue trends.

Provide an initial  assessment identifying immediate recommendations and a plan to create further improvements.

Support implementation of recommended changes in coordination with client.

A premier fresh and frozen baked goods manufacturer was facing closure after ten years operating Primarily as a commissary for a restaurant company parent.

Optima’s team developed a customer and product profitability matrix with an activity-based costing
approach that focused on activities controlled by their customers. Recommendations included implementing variable pricing based on key cost drivers and focusing the client’s sales and marketing efforts on the most profitable customers.

In less than two months, the company removed more than 20% of its non-profitable customers. Revenues did not drop, and the company achieved profitability for the first time. During the next five years, the business achieved a compound annual growth of more than 40% per year.