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Proud Sponsor of the MS SocietyStrategic Financial and Operational Consulting
Strategic Assessment, Plan & Execution
Do you need strategic financial leadership?
Identify and implement appropriate short-term strategic initiatives so your management team is focused on driving real value right now.
Small to Mid-size companies ClearPath utilizes a defined and customized approach to work with your Executive Management Team to develop the following:
- Business / financial assessment and strategic valuation ,
- Identification of key strategic value drivers and strategic assets,
- Strategic plan including specific initiatives for your management team,
- Execution and implementation of the plan and the strategic initiatives to maximize and realize incremental value.
This process will provide increased management team alignment and shift the focus from the day-to-day tasks to the key strategic initiatives that will drive the company forward.
CEO Mentoring
Are you a CEO dealing with a range of issues from sales, marketing, financial and strategic planning?
ClearPath helps leaders like you take advantage of our experience in dealing with a wide range of financial and management issues. We provide you with a confidential and high level expertise in helping you review ideas and plans before they are implementations. We don't have the corner on good ideas, but we do have the expertise on what works and what doesn't. Key services include:
- Analysis of the business' current operations and financial performance including gross margin, cash flow, trends and financial forecasts
- Strategic Valuation that identifies key strategic value drivers, inhibitors and strategic assets
- Working with the Executive Management Team to get the team aligned and focused on specific key strategic initiatives that will drive the company forward
- Interviews with selected executives and managers for constructive feedback
- Updated written Business and Strategic Plan
- High-level financial forecast and modeling
- Management planning process to drive accountability and deadline governance
- Oversight and facilitation of management team meetings to keep focus
- Ongoing assessment of objectives and priorities
CFO Outsourcing & Mentoring
Do you need strategic financial leadership or does your CFO think like a controller?
Enhance your financial management and leadership with true CFO/strategic financial perspective provided in the form of hands-on mentoring and/or part-time CFO level resources combined with "leave behind" financial management tools created specifically for your business.
Companies often do not have a true strategic financial thinker on their management team. ClearPath can mentor your head of finance or provide part-time CFO level resources on-site. The ClearPath advisor works directly with the senior financial manager to develop financial management tools to provide strategic direction and insight to the CEO and the senior management team.
ClearPath typically has direct interaction with the CEO and other executives to create an integrated and dynamic executive team relationship. Each session is followed by a written or verbal report addressing key items such as:
- In-depth financial review and assessment of accuracy of financial information
- Creation or enhancement of real time business forecasts (P&L, Balance Sheet, Cash Flow)
- Interaction with Executive Management Team to promote peer-to-peer communication and drive strategic initiatives and focus
- New Revenue Initiatives and Sales and Gross Margin management and forecasting
- Bank relationships, refinancing and debt covenant management
- Creation of dashboard to include high-level CEO driven metrics
Adding a strategic financial perspective is critical for every business. ClearPath will help your lead financial resource develop strategic financial leadership and planning skills. These skills promote greater peer-to-peer level interaction with other executives and provide much greater insight to drive performance. The end result gives the CEO the tools he or she needs to better manage the strategic direction of the company.