Although you have set long-term vision, direction and your business plan, you would feel better if someone could help you: 1) Confirm you are on schedule to reach your corporate vision, or 2) Identify and address an immediate problem to get you on track.
FiscalDoctor™ Checkup — a rapid high-level overview of your company’s financial position — is ideal for the CEO who needs to address an immediate issue or who requires a better understanding of the company’s financials. The Checkup may be done on a stealth basis (we are often retained by legal counsel) to provide confidential information quickly and thoroughly. Checkup can provide a second opinion to either confirm or correct current observations.
The FiscalDoctor™ Checkup provides a quick return on your investment. This highly-focused assessment helps to identify and prioritize areas to be addressed for financial and operational fitness. It is typically conducted over a two-week period, during which financials are examined, as well as key operating reports and major output of information systems. Customized assessment may include key issues to be addressed.
The Checkup provides a “pulse” on where the company stands, identifies roadblocks to growth and lays the groundwork to help the CEO better position the company to manage risk and achieve greater profitability. If the Checkup identifies a unique problem, FiscalDoctor™ has a team of expert resources available.
The stated goal of many companies is to provide complete board packages, including financials and areas where director expertise is requested, no later than one week before a board meeting. All too often, the CEO and Directors receive critical elements of that package with seconds to spare before the board meeting. FiscalDoctor™ is a resource to help you maintain your credibility with the board.
Checkup can be combined with an acquisition review to better understand a prospective company you plan to buy or refinance or to anticipate issues which may arise during post-acquisition integration to develop operating strategies and tactics to deal with them.
When the assessment is complete, five key recommendations — ranked according to order of immediacy — are provided to help you determine a future course of action.
The Checkup is an excellent tool for helping the CEO gain a firm understanding of the company’s financial position and clarifying the path towards growth and profitability.
“I hired Gary for this project because he has that rare combination of intelligence, integrity and humility required to energize employees in implementing complex strategic changes — the success of the project proved that I was right.”
Charles H. Ricker
Former Chairman and Managing Director
H.H. Robertson, UK