Operational Assessments

Phoenix’s operational assessments enable us to understand the various challenges that are confronting our clients and to develop the appropriate strategies for the company’s future. Our operational assessments provide an unbiased, 360° review of our clients’ critical operational functions, such as:

Production and inventory control
Distribution and logistics
Finance and cash management
Sales and marketing strategies
Revenue channel analysis and development
Vendor/sourcing relationships
Manufacturing operations
Purchasing/procurement

Phoenix’s assessments include the review (or development if necessary) of a weekly cash flow and a detailed profit and loss forecast. The assessments typically culminate with a detailed, written analysis of our client’s business, its operating, financial and cash flow challenges, along with areas of improvement, options for consideration, plus the associated timeframe and costs for the changes and economic benefits to be derived by our clients. Phoenix’s recommended strategies and courses of action help our clients properly address the various forces that impact their businesses’ profitability.

Operational Assessments are available to both underperforming companies, as well as firms that desire insight into ways to improve and enhance their company’s value.

For examples of our Operational Assessments work, please click here