Strategic Advisory

Revenue is growing and margin is not keeping up

A blended margin hides which products, customers and channels carry the business. A lender, a buyer or the board will ask, and the answer has to come from the ledger.

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What's included

  • Margin by product, customer, channel and category
  • Inventory costing and bill-of-materials review
  • Inventory turnover and slow-moving stock analysis
  • A short list of pricing and cost questions for leadership, backed by the numbers

How it runs

How it's priced: Fixed-fee project

  1. Pull the detail

    We collect sales, cost and inventory data at the lowest level the systems hold.

  2. Cut the margin

    We build margin by product, customer and channel and reconcile it to the reported numbers.

  3. Walk leadership through it

    We show where margin is made and lost, and which questions the numbers raise.

How we keep you updated

  • A written status note every week, and a call when something needs one
  • You review the draft before anyone else sees it
  • A call before findings are shared
  • Findings that affect price come with one clear recommendation
I did this in diligence at FTI and in a distributor turnaround at B. Riley: product profitability, inventory turnover and margin by customer. I show you the numbers. Pricing and operating decisions stay with you.

Sushil Krishnan (Soosh), Founder

Ready to talk through the engagement

A short intro call to see if this is the right work.

Book a call