What we do
Our firm provides business owners and managers with decision-making support and guidance. We believe they are not running their business in isolation. We want our clients to succeed, and we do this by providing them with a number of advisory services drawn on a combination of academic as well as practical experience.
Acquisition and Succession Planning Services
The buying or selling of a business can be a process that is both new to the business owner and can be complicated by the number of people and steps involved. It is important to ensure the process is carried through in an efficient and seamless process. Through experience and by understanding and listening to the needs of the various stakeholders, Schulz & Company’s is better able to minimize the pitfalls many business owners face when confronted with multiple points of view.
Financial Advisory Services
We will evaluate your historical and current financial position. We are also able to help prepare you for those conversations with capital or financial partners appropriate for your business. In addition to financial analysis, we can also assist in cash flow budgeting and forecasting, which is an essential part of sound financial management and can be useful management tool to help avoid short-term cash shortfalls.
Other financial services include
- We liaise with bankers and other providers of capital on your behalf when reviewing debt structuring or engaging in negotiations
- We help assess and monitor financial performance and review internal control policies and procedures to ensure efficiency and help your company achieve financial objectives.
- Project cost/benefit analysis
- Business valuation
Business Planning
If you have an idea for a new business you need to understand both the opportunities as well as the various risks associated with this idea to ensure the concept will be a success in the market. Understanding not only what it will take to get into the venture but also what it will take to see the idea through, is a critical element for developing a comprehensive business plan. Schulz & Company has the expertise and experience to produce or assist in the development of quality reports.
Operational Efficiency Services
We believe at Schulz & Company there should be no finish line when it comes to improving how a business delivers customer value. Whether your focus is cost reduction, process efficiency, resource optimization, Schulz & Company’s approach to supporting starts with taking a clear picture of what is valued by its customers, what value the company is delivering, how effectively it is delivering this value and if there are any gaps between these points. Armed with this knowledge, Schulz & Company can help guide your organization’s improvement process at both a strategic or task-focused level.
Coaching and Advisory Services
It can be difficult being a business owner – particularly when things are not going well or when you are faced with a number of new or challenging tasks outside of your area of managerial expertise. There are many times a business owner just needs some guidance rather than a formalized drawn out consulting report. A third party review by an objective well-trained professional is an invaluable resource tool for management. Schulz & Company provides assistance and guidance for situations such as these. The business advisory services we provide are widespread and depend on our client’s situation. Our clients often consider us to be an integral component in the success of their business. The program can include face-to-face, telephone, video conferencing or email interactions.
Strategic Management
There is typically more than one path to take your business down. How do you know if you are making the right decision? Many times, these paths have been travelled by others previously. Whether you’re pursuing a new venture, evaluating your existing business, looking at growth opportunities or wanting to transition out of your business, Schulz & Company will provide you with the necessary guidance when looking to evaluate which path to select.
