STRATEGIC ADVISORY SERVICES

• Identifying the optimal revenue mix that directly improves cash flow and profitability
• Delivering results through personalized solutions and specialized expertise, leveraging the Optima team’s broad experience and capabilities
• Prioritizing cost-effective improvements within a client’s business
• Assessing and revisiting current financial statements to meet compliance and overall performance
• Managing mergers, acquisitions, turnaround support, and restructuring 
• Identifying non-strategic activities that impair earning potential and overall business productivity
• Co-developing quantitative and qualitative planning initiatives to improve operational

Our CFOs and team will review your financial statements and provide a comprehensive analysis of customers and revenue trends.

We will provide an initial assessment identifying immediate recommendations and a plan to create further improvements.

We will support the implementation of recommended changes in coordination with you.

A premier fresh and frozen baked goods manufacturer was facing closure after 10 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.