Business Solutions
Expert Business Solutions for operational improvement — each runs on a structured workflow designed by experienced business professionals, not a blank slate.
The board wants an AI roadmap but you don't know which workflows are actually ready and which are wishful thinking.
Rank your highest-value AI opportunities by dollar impact and buildability.
Led by Kai · Agentic Transformation Advisor
Structured workflow inventory across five departments using the Performis Method, five-dimension scoring (agentic suitability, data readiness, value potential, error reversibility, judgment dependency), ranked qualified shortlist with dollar estimates, disqualification register with requalification conditions, and a Build/Partner/Buy transformation roadmap with project tear-sheets.
You're about to commit capital and need an IC-memo-ready recommendation, fast.
Deliver an IC-memo-ready buy-side recommendation in days, not weeks.
Led by Karl · PE Due Diligence Lead
Five-workstream buy-side diligence — commercial (revenue quality, customer concentration, moat), financial (EBITDA normalization, FCF quality, working capital), management (PE readiness, key-man risk), market (TAM validation), and risk — producing a 3-scenario valuation model (DCF, comps, LBO) and a full ten-section IC memo.
You've acquired or grown a business but haven't unlocked its full potential.
Build the 100-day plan and 3-year EBITDA bridge to unlock the value you acquired.
Led by Nash · PE Value Creation Strategist
100-day value creation planning — EBITDA bridge, priority initiative sequencing, and a 3-year roadmap across revenue, cost, and organizational levers.
Cash flow is unpredictable and margins are eroding.
Pinpoint exactly where cash and margin are leaking — and what to do about it.
Led by Chris · Financial Analysis Specialist
Cash conversion cycle analysis, margin decomposition, and working capital benchmarking to pinpoint exactly what's driving underperformance and where to act.
You're leaving margin on the table without knowing where or why.
Recover lost margin SKU by SKU, without giving up revenue.
Led by Lane · Pricing & Margin Optimization Specialist
SKU-level profitability decomposition across price, volume, mix, and cost drivers — with a prioritized action plan to recover margin without losing revenue.
Cash is tied up in the business and you can't see exactly why.
Free up trapped cash across AR, AP, and inventory — quantified in dollars.
Led by Reid · Working Capital & Cash Flow Optimization Specialist
DSO, DIO, and DPO benchmarking, cash conversion cycle analysis, and a prioritized action plan to free up cash without disrupting operations.
Revenue isn't growing despite sales headcount investment.
Find exactly where your revenue engine is leaking growth.
Led by Taylor · Commercial Excellence & Sales Operations Analyst
Revenue engine mapping — pipeline stage analysis, conversion benchmarking, pricing architecture review, and GTM alignment to identify exactly where growth is leaking.
You're sitting on data but can't turn it into decisions.
Turn the data you already have into a prioritized decision-making roadmap.
Led by Dana · Data & Analytics Strategy Advisor
Analytics maturity assessment, tooling audit, and a prioritized capability roadmap so your team makes faster, better decisions from the data you already have.
Billing cycles are too long and collections are unpredictable.
Cut denial rates and accelerate collections across your revenue cycle.
Led by Priya · Revenue Cycle & Collections Optimization Specialist
End-to-end revenue cycle review — charge capture, denial rates, clean claim ratios, and collections benchmarking to accelerate cash and reduce revenue leakage.
You don't have real-time visibility into your liquidity position and a cash shortfall could be weeks away.
See every liquidity gap coming, weeks before it hits.
Led by Cass · 13-Week Cash Flow Forecast Analyst
Direct method 13-week rolling cash flow forecast built from AR aging, AP aging, payroll schedules, and debt service amortization — with week-level liquidity gap identification, revolver draw analysis, downside stress scenario, and a monthly bridge that reconciles to balance sheet at zero tolerance.
Budget season takes months, nobody trusts the numbers, and there's no accountability once it's approved.
Turn budget season into a living management tool everyone trusts.
Led by Sloan, Harper & Paige · Budget & Forecast Team
Bottom-up department-level annual budget across P&L, Balance Sheet, and Cash Flow — with headcount plan, zero-based opex review, scenario stress test, and a monthly actualization protocol that turns the budget into a live management tool with EBITDA bridge and department-level variance accountability.
Your financial model is a spreadsheet of assumptions, not a driver tree connected to how the business actually works.
Connect your financial model to the operational drivers that actually move it.
Led by Sloan · Driver-Based Financial Forecast Analyst
Business-model-specific revenue driver tree (ARR bridge for SaaS, headcount-utilization for services, units-ASP for manufacturing), three-statement model with base/bull/bear scenarios, tornado sensitivity on top drivers, and a monthly reforecast protocol with version governance.
The board or PE firm needs a credible 3-to-5-year financial model and there isn't one.
Build the credible 3-to-5-year model your board or PE firm is asking for.
Led by Sloan · Driver-Based Financial Forecast Analyst
Bottom-up 3-to-5-year three-statement model (P&L, Balance Sheet, Cash Flow) with annual granularity, named assumptions register, base/conservative/upside scenarios, sensitivity and tornado analysis, and a board presentation with a Key Assumptions section.
Your books are on a cash basis but investors and lenders require GAAP financials.
Convert cash-basis books to audit-ready, investor-grade GAAP financials.
Led by Spencer · GAAP Conversion Specialist
Full cash-to-GAAP conversion covering revenue recognition, accruals, deferred items, and disclosure preparation — audit-ready and investor-grade.
Your finance function reports the past instead of shaping the future.
Rebuild your finance function to shape the future, not just report the past.
Led by Drew · CFO Function & Finance Transformation Specialist
Office of CFO assessment across eight domains — planning, reporting, controls, and business partnering — with a prioritized roadmap to build a forward-looking finance function.
Your org structure is creating bottlenecks instead of leverage.
Redesign your org structure around performance, not historical headcount.
Led by Hayden · Org Design & Workforce Efficiency Analyst
Spans of control analysis, role clarity mapping, and capability gap assessment to redesign structure around business performance, not historical headcount.
Don't see your challenge?
New Business Solutions are added regularly. Request early access and tell us what you need.