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