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Testimonials
Tom has the unusual ability to come up with a vision and also execute it to the smallest detail. Any company with Tom on their team is very lucky indeed!...”
David Pearson ,
Owner , EFT Corporation
Consulting and Coaching

C-LEVEL Services pulls together the top executive level resources necessary to truly transform and/ or turn around your company and achieve exceptional bottom line results. In essence we help you 1) overcome areas of PAIN in your business and then 2) realize your GOALS for your business.


Here are some of the areas we can provide services in addition to Fractional CFO Services:

 

Strategic PlanningView
A strategic plan is the key to business success by controlling your future. Yet many companies operate without one! We bring extensive professional planning experience to your organization. We'll lead a disciplined program that:
  • Defines your customers
  • Identifies your customers' needs and buying criteria
  • Assesses your strengths
  • Pinpoints your weaknesses
  • Focuses on your opportunities
  • Establishes meaningful objectives
  • Sets measurable goals
  • Translates goals into specific strategies and action plans down to the department and individual level to achieve each goal
  • Links the strategic plan to operational plans through compensation programs
  • Develops an easy to follow output of the strategic plan
 
Business Modeling, with What If AnalysisView
content coming
 
Evaluating New Business OpportunitiesView
New business opportunities can be the key to your company's growth, but leaping blindly into an entrepreneurial "adventure" can be a costly mistake. WE can help you take a planned approach to your new business effort. We'll provide the "up front" analysis, advice and creative ideas that can:
  • Tell you if you're financially strong enough to make the move.
  • Plan your investment, budgeting funds when they will be needed and identifying their source.
  • Project when your venture will be profitable.
  • Identify your manpower needs.
  • Help you select accounting and information management systems.
  • Establishes meaningful objectives
  • Structure your overall business plan
 
Capital Raising- Both Debt and EquityView
content coming
 
Human Capital Processes (From hiring through inspired performance)View
Special Projects How many times has that special project been put off for months or never done at all? We can give you the manpower and expertise to define and manage a special project from inception to fruition without interrupting your day-to-day business activities. Your special project will be:
  • Our most important activity. Work proceeds at a maximum pace and our energy is not siphoned off by competing responsibilities.
  • Clearly defined with objectives set in advance of any work beginning. This avoids costly "wheel spinning" and "start overs" that can result from inexperienced project management.
  • Conducted with a senior management point of view. Its long-term effect on the bottom line will not be lost in a rush of enthusiasm.
Here are some Special Projects we can help with:

Cash Control
Cost Containment
Marketing (getting new qualified leads)
Sales and Client Development
Process Analysis (removing internal constraints to producing results)
Measuring results (financial reporting and KPIs)
Risk Management (asset and operations protection)
Capital Formation (raising needed capital)
Technology Management (wise use to product results)
Building and Harvesting Value (exit strategies)
Mergers & Acquisitions
Planning, Financial Modeling and Strategy Formation
Innovation (development of new initiatives)
Negotiations with Creditors
Lender Relations and Negotiations
Debt Restructuring
Decision support
Incentive plans and employee motivation
Accounting and tax planning
Review & reduction of expenses
Risk management
Negotiating of resources needed for the business
Personal asset protection
Developing and reviewing operating key performance indicators
Advice and oversight of systems and procedures development
Review of legal documents for financial and operational implications
 
Effective Use of TechnologyView
The key to developing the best possible information system is to know what information a company needs to both maximize its opportunities and maintain financial control. We offer that level of expertise, plus the practical experience of having overseen the installation and evolution of a progressively more advanced information system at a growing multi-national company. Using us to manage the adoption of an information system brings a task force leader who has:
  Managed both finance and operations, and is insightful of their information system needs.
  Previous experience with conversions from existing systems to new systems, managing both technical and human resource issues.
 
Incentive Compensation PlansView
Creating an inspired work force is a complex art. While companies work hard at getting the most from their employees, they often lose track of the role that compensation plays in motivation and achieving the goals of the Organization. Ironically, a traditional view of compensation for managers can inadvertently create a structure in opposition to the desired management goals. We
  • Provide an objective, unbiased view of your compensation programs.
  • Allow the company's operating goals to be reflected at the center of the compensation plan.
  • Brings a familiarity with successful, incentive-based compensation plans used successfully at other companies.
 
Business Process ReviewsView
Most companies define their organizations in a hierarchical pyramid, putting their CEO at the top with all other positions shown by rank. However, when they attempt to view the process of serving their customers, a very different corporate structure emerges. This is the structure of their business process. We help companies better define their business process and discover leverage points that help achieve their business objectives. In doing so, we help clients:
  • Review their procedures from their customer's perspective.
  • Develop and document policies and practices which grow from the need to serve the customer, not the organization.
  • Track their business process from attracting an order to meeting the customer's need. We assess how work flows from department to department. We identify breakdowns that impede the process; look for lapses in responsibility; and help eliminate redundancy of effort.
 
Here are some of your benefits:
Here are some results our clients have found we provide:
  • Drive more potential customers to your business,
  • Sell a higher percentage of them,
  • Service them better so they come back again and again,
  • Hire, train, and motivate your staff better,
  • Systemize your business to free up your time,
  • Create a better balance between home and work,
  • Become a better leader,
  • Understand and manage your finances better
  • PLUS MORE
 
Increase SalesView
Our business development division has proven development tools and training to dramatically improve you top line results.
 
Increase Your Bottom LineView
We do cost a cost reduction analysis looking through the details of every line item to find ways to reduce costs. We also help to identify leverage points to improve and streamline operations producing better bottom line results. Your best consultants for improving your results already work for you! We help bring out the creative energy needed to take advantage of their knowledge in order to improve your results.
 
Improve Cash FlowView
Cash is the lifeblood of any organization. We work with your staff to set up cash management systems to maximize the flow of cash into instead of out of the organization.
 
Turn around OperationsView
Turn arounds are painstakingly tough, but can be achieved. We have successful experience in taking companies that are on the edge of survival and breathing new life into them.
 
Develop New Business InitiativesView
We advise on using a workable and proven Strategic Planning and Innovation Process to help our clients take control over and change their future.
 
Gain Peace of MindView
C- LEVEL Services is a trusted business advisor. Our goal is to have a long-term business relationship with our clients, similar to those that our clients have with their other trusted advisors. You develop a new peace of mind that you have control over the future of your business and are not just reacting to each new crisis that comes up.
 
Find Goal ClarityView
We work with our business owners to create goal clarity and a needs analysis. We try to understand the specific prioritized goals that our clients want to achieve. We then work with the business owner to create strategies to achieve these goals.
 
Concentrate on Building Your BusinessView
Using C-LEVEL Services allows the Owner/CEO to focus on sales, marketing and innovation aspects of the business.
 
Create an Inspired TeamView
Your people are your human capital and the foundation of a success future. We have the experience to counsel owners on how to hire, train compensate and inspire top performance.
 
Manage Business RisksView
Help to integrate risk and compliance management into the overall business strategy and execution to assess, manage and protect against business risks.
 
Successful Exit StrategiesView
Business owners dream of the day they can harvest hard earned value from their organizations. We assist with the important elements of building company value and help the owner with successful exit strategies.View
 
A PRELIMINARY CONVERSATION WILL COST YOU NOTHING.
If we ve piqued your interest, why not call us today at (757) 639-8856, and request a free consultation. If you prefer, E-mail us with a question. We ll be happy to respond within 24 hours.