Willeman Strategy Partners offers a variety of services focused on improving the financial results of your company. Our services provide pragmatic solutions to the challenges your company faces now. We tailor our services and projects to fit your company’s needs.

Interim or part time CFO
We add an action oriented, experienced CFO to your team focused on improving your company’s financial results and overall economic health.

Typically our customers see more effective decision making; the economic “IQ” of the management team increases; negotiations with business partners, vendors and customers consistently achieve the targeted outcomes; and the company has a clear picture of how current actions affect medium and long range objectives.

Each customer has different needs. We structure our involvement to address these needs and focus on your desired outcomes. There will be a mix of work done at the customer site and remotely based on what will get the best results and be the most effective use of resources. With a monthly retainer but with the flexibility to meet your peak demands, WSP Inc. can help you through your company’s many challenges.

Business Plan Review and Refinement
To succeed, a business must take calculated risks. We bring over twenty years of business experience (both successes and failures) to help you and your team craft a plan that can succeed.

Our work with customers has consistently resulted in plans that address the issues investors are concerned about. The logic holds together and is easier to communicate. The customer and your company’s value proposition are defined. The financials effectively model the inter relationships needed to succeed and amount of capital required. Your team will understand how their various functional responsibilities determine future success. The end result is a plan that can be used to drive the company.

We start by listening to your plans and aspirations for the company. We then do a thorough review of your business plan and identify areas for improvement. We work with you to strengthen and refine both what actions your business will need to take and how they are communicated.

Strategic and Operational Planning
If you don’t know where you are trying to go, how will you know when you get there? We work with your team to define companywide goals and objectives. Then we help drive a process that will communicate these objectives and align the company’s efforts and resources throughout the company toward these goals.

The result should be a plan that is understood and supported through out the company. Objectives for each function or department will be clear, results will be measurable, and will align with the overall company plan. Resource requirements will be defined and appropriate trade-offs will be made.

We start by clarifying the objectives of the owners and key officers of the company. We then work with the management team to craft a plan that can be implemented and has the necessary commitment within the organization to succeed.

Financial Modeling and Planning, Business Model Development
How much capital will it take to launch this business? If we lower or raise our prices, what will be the effect on our profitability? For these situations and many others, what you really need to know is “does this pencil out”? Often referred to as financial modeling or business model development, we help you define and analyze the variables and decisions that have a major effect on your company’s success. Our objective is to improve the financial results of your business.

WSP Inc has provided financial analysis and modeling for many companies. Often we provide financial models with “what if” capabilities used for managing profitability and monthly cash flow. We have developed pricing algorithms used to offer products in a different form to new types of customers. For others, we calculate capital requirements for their projected phases of growth.

The specific deliverables change depending on what questions we are trying to answer. What we do every time is define the financial relationships within the business that are relevant and then model them in a way that can be clearly understood by the key decision makers, which ultimately makes the right decision easier to make.

Mergers and Acquisitions
Doing the deal is the easy part. The real work begins when it’s time to put the companies together to achieve the goals that were the reasons for making the acquisition. Our objective is to help you reach those goals by guiding and supporting your implementation team.

Many of the same challenges come up in each implementation and the majority of companies do not have deep experience bringing companies together. With our experience integrating more than a dozen company acquisitions, we help define specific integration goals and priorities; structure an integration team to manage the integration, and develop an integration project plan.

We can function as a coach to your integration manager, help structure and launch the project, and support specific phases of the project as needed or perform reviews at critical points in the integration process.

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To explore how Willeman Strategy Partners can help meet your company's needs, contact us today.