Fewer, bigger priorities
Agreed by the leadership team and board
STRATEGY & VALUE CREATION
We help CEOs, owners, boards and investors build a strategy from their own numbers, make the hard trade-offs, and turn them into a plan with owners, budgets and a monthly review.
Agreed by the leadership team and board
Funded by stopping what doesn't pay
Owners, milestones and a monthly review
WHAT'S INCLUDED
Decide where to compete, what to stop, and where the next dollar goes.
Turn the deal thesis into an EBITDA bridge with owners and dates.
Know whether a new market is worth entering before you spend on it.
Find the products, customers and sites that quietly lose money.
Run a multi-initiative program so it delivers dollars, not status reports.
THE DECISIONS
Where to grow
What to stop
How to deliver
FROM ANALYSIS TO IMPLEMENTATION
One view of profit by customer, product and market, and an honest comparison with the competitors customers actually consider.
Size the realistic options, test them against cash and capability, and decide in working sessions with the leadership team and board.
Give each priority an owner, budget and measure, and set up the monthly review that keeps the plan current.
HOW IT COMES TOGETHER
Several growth and improvement projects were competing for the same money and the same leaders, and none was moving quickly.
01Built one view of profit by customer and product
02Ranked initiatives on value and effort with the leadership team
03Stopped low-value projects and funded the top priorities
A short list of agreed priorities
Budget moved to the priorities
One scorecard from board to managers
CLIENT EXPERIENCE
For our acquisition of Modular Water, they really built the case with deep research. Highly professional. They took the time to work through a number of iterations of the project and maintained outstanding communication. Highly recommend.
Riggs EckelberryCEO, OriginClear HoldCoAryo were always available and more importantly adapted to my schedule incredibly well despite the time difference. The output was also professionally done and even went over what was agreed. It felt more like a partnership than a job. Wil recommend and reuse 100x over.
Dele BalogunCEO, Celebrations.ng[They] were educated in the biopharma space and was able to give us insight into the landscape. They provided further resources/data to make our arguments more compelling. He was timely and communicative. An asset to any team moving forward.
Zander FordFounder, Conscious FoundersWHAT WE START WITH
01Financial statements and management accounts
02Revenue and margin by customer and product
03Market and competitor information
04Capacity and headcount
05Capital plans and commitments
06Leadership interviews
Compare three indivisible initiatives using probability-adjusted benefits and first-year net cash.
Product-line exit decisionSeparate allocated overhead from truly avoidable cost and capacity redeployment value.
New location break-evenTranslate fixed site costs and transaction contribution into daily customer requirements.
RELATED THINKING
How evidence, strategic choices, implementation, and management cadence fit together.
Selected engagement structures across growth, operations, transactions, and technology.
Perspectives on markets, company economics, AI, and operating performance.
COMMON QUESTIONS
The output is a set of decisions with a financial model, owners, budgets and a monthly review. The slides are a by-product; the plan is what your team runs.
START WITH THE DECISION