NEXT LEVEL
GROWTH
ORGANIZATIONS.
SCALING ORGANIZATIONS FOR NEXT LEVEL GROWTH
SECURING THE FUTURE. SIMPLIFYING THE PRESENT. STUDYING THE PAST.
Through hard work and perseverance, you’ve built a viable business but there’s still opportunity to evolve. What’s it going to take to achieve the next level of your business? Discipline? Mentoring? Systems improvement? Strategic support? Whether it’s financing growth or finding an operational rhythm that keeps the steady incline of business running smoothly, CSI’s team of consultants bring a unique perspective to scaling organizations for next level growth.
ENCOURAGING DISCIPLINE & SYSTEMS FOR STRONGER GROWTH
BUILDING A REAL STRATEGIC PLAN
Time doesn’t stand still for your business, let alone give you the time to build and execute a real strategic plan. We can help you chart a flexible course that allows your business to embrace new opportunities while not risking what’s most important to your success and solid performance.
FREEING UP THE CASH TO GROW
You aren’t gasping at the numbers on the sales forecast, just at the balance in your bank account. With our help, you can better plan for the cash needed to grow, build strategies to tighten your A/R, properly manage vendor obligations, and identify financing opportunities.
ALL THINGS PEOPLE IN BUSINESS
At the core of it, your business and your success are your people. As growing pains hit your team, and as people come and go, we will help strengthen culture, strengthen talent, and navigate the loss of key individuals. Let’s add new members to the starting lineup and add bench strength in your business!
NAVIGATING GROWTH BY MERGER OR ACQUISITION
A truly viable growth strategy often involves mergers and acquisitions. Taking the work past financial due diligence and helping you evaluate the opportunities for operational, market, technology, and culture growth is our passion and specialty. Whether it’s a numbers check or a gut check, we’re here for you.
LEADERSHIP & MANAGEMENT DEVELOPMENT
Business doesn’t come with an owners manual, and despite the number of books written on the topic, neither does leadership. If you feel you’ve outgrown your ability or that of your team, we can help strengthen your management, leadership, and team facilitation skills as you continue to grow.
FUTURE PROOFING THE BUSINESS
Technology. Facility space. Physical operations and workflows. As you grow, we can help future-proof your business by streamlining systems and adding bandwidth. Through making smarter choices with your people, process, and productions, we help prepare you for what’s next.
THE YOUNG EXECUTIVE PROGRAM
Longtime CSI Partner Terry Mather saw an opportunity to jump-start performance improvement for CSI clients by training multiple cross-functional personnel in the CSI Model. Terry and other CSI Partners guide high potential managers at CSI client firms through the program, distilling the CSI improvement process into practical tools with an immediate impact.
By enrolling managers across multiple disciplines into this once a month, year-long program, a common language and process can be quickly incorporated into firms seeking better results. Topics covered include:
- The corporate value equation
- The sources (and uses) of cash
- Vision planning and forecasting
- Personnel management tools and techniques
- Keeping an organization on track for continuous improvement (with required monthly projects focused on participant’s own company and departments).
This program has successfully trained functional and department heads of many CSI clients including executives with the following titles:
- President
- Controller/CFO
- Sales Managers
- Plant and Operations Managers
- Quality and Compliance Personnel
- Human Resource Managers
OUR WORK IN HELPING NEXT LEVEL & GROWTH ORGANIZATIONS
Strong process. Sound financials. Successful leaders. As a growing organization, we can help you assess your key needs, control costs, and create feedback loops that will provide you with access to key analytical data to allow for better decision making. With strong accounting, financial, operational, and management expertise, CSI Consultants readies you for future growth and helps you to overcome all obstacles that lie in your path.
- Financial systems, modeling, and forecasting
- Operational performance improvement
- CEO mentoring
- Contract CFO services
- IT infrastructure enhancement
- M&A due diligence
- Flexible financing to help fuel your vision
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