Sample Case Studies

Case Study 1

Issue

A publicly traded auto retailer group faced challenges with forecasting due to a wide variance, complex model and an overload of data. The client sought to develop a strategic planning model capable of:

  • Accurately forecasting financial performance
  • Simulating the impact of high-level commercial decisions
  • Estimating the impact of frequent M&A and integrating the effects of the Targets
  • Supporting presentations to the board of directors, investors, banks, and ratings agencies.

Services deployed

  • Evaluated the efficacy and viability of the client’s existing financial model, data and processes
  • Aligned with key stakeholders on model requirements, specifications, and ultimate objectives
  • Developed a long term forecasting model that;
    1. Reduced the number of data inputs/sources
    2. Simplified and accelerated the monthly updated process
    3. Brought insights to life with dynamic visualizations of key findings
    4. Trained the client’s team on the use of the model.

Valued created

  • Substantially improved the accuracy of top-line and EPS forecast
  • Provided transparency and a clear connection between value drivers and financial impact
  • Accelerated decision making and reduced manual processing time
  • Market capitalization improved by 200% over 6 year period.

Case Study 2

Issue

The company had recently gone public and was in the early stages of product development. Its business model was evolving rapidly while trying to navigate the impacts of the market and investors. This presented significant challenges as client lacked agile financial tools to evaluate the impact of various commercial and operational decisions.

Services deployed

  • Reviewed client’s internal budget and forecasting results, along with supporting documents, to identify areas for cash savings
  • Assessed the chart of accounts to determine what data should be retained or added during the transition into a new ERP system
  • Developed a financial model that captured the client’s long-term operating model and growth narrative. We supplemented the model with industry benchmarks and metrics to anchor the forecasts to market reality.

Valued created

  • Helped to articulate a compelling growth story that resonated with investors
  • Created a dynamic tool for testing various operating models and scenarios
  • Built a long-term forecast and liquidity model, enabling the client to manage internal operations and communicate with the street confidently.

Case Study 3

Issue

A family office with a multi-layered ownership structure and a diverse asset portfolio was experiencing significant decision-making challenges. Despite growth, its capacity to grasp the full scope of its business was hindered by a reliance on the manual consolidation of data from various sources. This process was not only time-intensive but also resulted in static reports that lacked the analytical depth needed to provide strategic insight into the family office's assets, operational health, and overall financial performance.

Services deployed

  • Facilitated a workshop to analyze the family office's data sources, process requirements, and the desired outcomes for reporting.
  • Created a prototype for an executive dashboard to display the necessary financial information for owners and management.
  • Developed a customized process for data aggregation and report generation, avoiding the need for costly external software solutions, and implemented this over a 6-12-month period.
  • Conducted hands-on training for the family office team to ensure they could effectively use the new tools.

Valued created

  • Enabled the family office staff to produce dynamic, effective reports for stakeholders and potential investors, using enhanced data visualization and reporting capabilities.
  • Decreased report generation time from several weeks to days, minimizing errors and enhancing efficiency.
  • Facilitated more strategic cash management for tax, capital, and liquidity planning, integrating advanced forecasting, scenario modeling, and analytics for informed decision-making.
  • Contributed to strategic asset management, employing forecasting and analytics to refine decision-making and reduce operational expenditures.