Restructuring
Restructuring, value creation and change management.
For owners and boards of $3M to $20M companies, contractors and trades first, who are under cash pressure, coming out of rapid growth, going through a leadership change, or fixing operations before a sale or a new capital partner. Interim or fractional CFO-led.
What we do
Steady the cash, fix the margins, rebuild the cadence.
13-week cash forecast and liquidity plan
A rolling 13-week forecast updated every week, and a liquidity plan that shows where the tight weeks are and what to do about them.
Payables and vendor strategy
Which bills get paid when, which vendors matter most, and the numbers you need for those conversations.
Cost and margin restructuring
Costs and margins by job, customer and service line, and a plan for what to change, price differently or stop.
Reporting and preparation
Accurate, on-time reporting to your lenders and sureties. We prepare the numbers and the plan for lender and creditor conversations.
KPI and management reporting rebuild
A short set of measures the team trusts, and monthly reporting that shows what's working and what isn't.
An operating cadence
A weekly scorecard, clear owners for each number and a meeting rhythm that keeps the plan on track.
Change management
Steady support through leadership and ownership transitions, so roles, decisions and communication stay clear while things change.
Process and systems cleanup
Billing, job costing, approvals and the accounting system cleaned up so the numbers come out right the first time.
Governance basics
A regular board pack and clear decision rights, so owners, managers and the board know who decides what.
Please note: we don't give legal, bankruptcy or insolvency advice. Where those questions come up, we work alongside your attorney.
One team around you. When your situation calls for it, we bring in trusted specialists from our network (M&A advisors, transaction attorneys, accounting firms and wealth advisors) and coordinate them as one team around you. They're independent firms, and you engage them directly.
Value creation
Once the business is steady, make it worth more.
A business with clean, recurring earnings that runs without the owner every day is easier to finance, easier to run and more attractive to a buyer or capital partner.
A 12–24 month value-creation plan
A written plan with a few priorities, owners and measures, reviewed every month.
Pricing and margin improvement
Margins by job, customer and service line, and the pricing and scope changes that follow from them.
More recurring and service revenue
Growing the service, maintenance and contract work that repeats, alongside project revenue.
Cash released from working capital
Faster billing and collections, retainage tracked and chased, and inventory kept to what the work needs.
KPI dashboards and an operating cadence
Dashboards the team uses every week, tied to a regular rhythm of meetings and follow-through.
Management-team and process upgrades
Stronger managers, written processes and clear decision rights, so the business depends less on the owner.
Planning a sale later? Value creation is often the first step of exit readiness.
How it works
Diagnose, stabilize, then build.
A 2-week diagnostic
Cash, margin, people and process: where the business stands, what's urgent and what can wait.
A 90-day stabilization plan
The cash plan, the first fixes and the weekly cadence, written down with owners and dates.
Ongoing CFO support
Interim or fractional CFO support to run the plan, keep reporting current and lead the value-creation work.
For bank special-assets teams and surety claims staff
A CFO for the borrower or principal who needs one now.
When a borrower or bonded contractor is under strain, you need numbers you can rely on and someone on the company's side who will produce them every week. We work for the company as its interim or fractional CFO.
- A weekly 13-week cash forecast you can see, with variances explained.
- Job-level WIP and margin reporting for contractors, kept current.
- A written stabilization plan with owners, dates and measures.
- Prepared for the conversation. We prepare the company's numbers and plan for its conversations with you, alongside the company's attorney.
Confidential
The sooner the call, the more options you have
Tell us what's going on. We'll tell you plainly whether we can help and what the first two weeks would look like.
We Listen | You Prosper
Book a confidential restructuring call
A private call about where the business stands and what needs to happen first. Pick a time, or call and we'll set it up.
Book a confidential restructuring call