Do you have the clarity you need to make confident decisions about how to grow your company?

Where do you want your company to be in 3 years?  5 years? How much capital do you need to execute your growth plan? When is the right time to exit your business? What is your current breakeven point? What revenue streams should you grow?  How should you grow - acquisition, organic growth, new lines of business, etc.?

While your organization probably has the data to answer these questions, many CEOs lie awake at night wondering what the future holds. For owners of mid-sized companies, the problem isn’t a lack of data— it’s a lack of insight and information. Data alone doesn’t create clarity, and it’s usually fragmented, living in different databases within an organization.

At Practical Growth Advisors, we transform information into understanding. Fact-based decisions require connecting your past, present and future to create a clear view of your trajectory.  We achieve this through persistent forecasting, powered by PGA’s Insight Platform. Persistent forecasting isn’t just part of our process; it’s the foundation of our advisory model. By integrating the PGA Insight Platform into your monthly close, we reforecast monthly or quarterly and uncover both opportunities and obstacles to growth.  This gives your management team the visibility to act with precision, confidence and purpose in rapidly changing environments.

Persistent Forecasting

  • Data alignment, standardization, and mapping across departments

  • Powerful Management Reporting focused on monthly reforecasts

  • Easily generated custom reports

  • Bank Covenant, Board, and Investor reporting

  • Management accountability

  • Power BI visual reporting

  • Integration with Traction’s EOS

  • Monthly data audit and analysis

Accounting Triage

  • Conversion from Cash accounting to GAAP accounting (revenue recognition, project accounting, etc.) to better manage monthly margins

  • Alignment of labor cost with value-creating impact to evaluate staffing and hiring

  • Balance Sheet cleanup (Inventory, Related Party, etc.)

  • Chart of Accounts cleanup and optimization

  • Maximize profitability and EBITDA over time to maximize Value

Operational Performance Advisory

  • Job backlog management, organization and development

  • Pipeline/CRM implementation

  • Customer and pricing analysis

  • Cash flow management

  • Expense management

  • Identifying current and future KPIs

  • Review executive compensation, SARs, staffing, etc.

  • Sales team evaluation

Strategic Finance Advisory

  • Valuations

  • Ownership Structure and Transition strategies to family/employees

  • M&A Scenario Planning

    • Acquisitions

    • Divestitures

    • Sales/Exits

  • Debt Financing Support

  • Equity Financing Support

  • Diligence Support

  • Board Advice and Services