True profitability
Margin by product, customer, channel and site after freight, discounts, service, rework and overhead are assigned on actual use.
Portfolio & product-line review
Find the products, customers and sites that quietly lose money.
A clear-eyed review of every product line, customer group, location or business unit, showing which ones earn their keep once real costs are assigned, and what to do with the rest: grow, fix, reprice, combine or exit.
WHEN COMPANIES CALL US
You may need this if…
- The product catalogue or service menu keeps growing and nothing is ever retired.
- Some customers are clearly hard work, but nobody knows whether they make money.
- Margins look fine at the company level but vary widely between plants, branches or teams.
- Complexity is slowing down operations, purchasing and sales.
WHAT YOU GET
Outputs your team keeps and uses.
Portfolio map
Each item placed as grow, fix, reprice, combine or exit, with the reasoning and the dollars at stake.
Exit and fix cases
For each candidate: what happens to revenue, shared costs, customers and people, and how to manage the change.
Complexity savings
The operating, inventory and purchasing savings from a simpler range.
HOW IT WORKS
The work, step by step.
- 1Weeks 1–4
Cost to serve
Assign costs to products, customers and sites based on how they actually use resources.
- 2Weeks 4–6
Options
Build the grow, fix, reprice and exit cases, including what happens to shared costs.
- 3Weeks 6–8
Decide and act
Agree the moves, plan customer communication and set up tracking.
QUESTIONS THIS ANSWERS
- Which products and customers make money after all the costs they cause?
- What would really happen to profit if we dropped the weakest lines?
- Where would a price change fix the problem instead of an exit?
- How much simpler could operations be?
HOW WE MEASURE IT
- Gross and contribution margin by segment
- SKU, service or site count
- Inventory and working capital
- Margin recovered from repricing
RUN THE NUMBERS FIRST
Free calculators for this decision.
Each one runs in your browser with your own numbers. Nothing is sent to us unless you choose to share it.CLIENT EXPERIENCE
What clients say about our strategy & value creation work.
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.ngWHERE THIS COMES UP MOST
Industries where this work matters.
COMMON QUESTIONS
Before you get in touch.
Sometimes some, but the analysis shows what happens to shared costs and customers first. Often repricing or minimum-order rules fix a product without losing it.
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