"Prioritize What Can Go Wrong, NOT What Can Go Right!",
Jim Felds, Managing Principal
When A Potential Client Contacts Me, I Offer Several Questions:
Plan tactical responses to unexpected consequences: things that can go wrong, pivots in response to untoward events. Make it part of your playbook.
Know exactly your sales volume & value, and your costs.
What does it cost you to get new & keep existing customers.
What's your net income, your assets worth, short-term liabilities?
How much do you have in long term liabilities (loans beyond 12 months)
We offer the full suite of services to assist you in turning your firm around, be it startup or a legacy business, or securing funding to get to the next level.
My challenge is to poke holes in your plan to identify gaps, and help design solutions to manage risk.
Ensure you are leveraging available technology to support all aspects of operations.
Securing capital requires structure, the key to getting all deals done. It comes down to what can go wrong, not what can go right!
Think in terms of new unthought of partner win-win relationships: Interim CFO, Regulated/Non-Regulated Lenders, PE, IBankers/Bond Issuance, Customers, Turnaround Consultants
Who Is The Accountable Person? Who Are The Stakeholders? Ask NOT what the ROI is, but HOW it is going to attained!
30 years Experience, QB Certified, experienced In Commercial Real Estate, Construction, Retail, Consumer Products, and Financial Accounting.
We work with clients across the U.S. Give us a call or drop us a note!
601 21st Street Suite 300
Vero Beach, FL 32960
+(910) 352-7119