Guides · SG&A Optimization
Take out cost that does not hurt the customer.
Zero-based budgeting, overhead allocation, and make-or-buy decisions for CFOs and operating partners. Every worked example is labelled illustrative.
7 guides · 1 free calculator · 1 template
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Guides and Templates
Method, formulas, and templates, each focused on one decision.
Zero-Based Budgeting for Mid-Market Companies
Zero-based budgeting for mid-market companies: when it pays off, how to build decision packages, rank them, and set a funding line, with a worked example.
Overhead Allocation and Cost-to-Serve
Overhead allocation and cost-to-serve: replace revenue-based spreading with activity drivers to see which customers make money. Includes a worked example.
Outsourcing vs Insourcing Decision Framework
An outsourcing vs insourcing decision framework: total cost model, control and risk tests, exit costs, and a three-year worked example for operators.
More SG&A Optimization guides
Culture and Retention in Post-Merger Integration
Post-merger retention and culture: how to identify key people, design retention awards, set communications and measure culture risk, with a worked example.
People and Organization Due Diligence
People and organization due diligence for buyers: assess leadership, key-person risk, compensation, span of control and retention, and price what you find.
Shared Services for PE Portfolios
Shared services for PE portfolios: what to centralize, the business case math, a phased rollout, and how to avoid the hidden costs of consolidation.
Vendor Consolidation Playbook
Vendor consolidation playbook: when fewer suppliers saves money, how to test it on total cost, set concentration limits, and run the transition.
Free templates
Working files that go with these guides, with the worked examples already filled in. Enter your name and work email and we send the file personally.
Free template · Excel workbook
Zero-Based Budget and Cost-to-Serve Workbook
Decision packages ranked against an envelope, and an activity-based view of overhead and cost-to-serve by customer.
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