Phoenix Mission Based Services Overview
Phoenix Mission Based Services

Phoenix Mission Based Services:

Operational Assessment

Strategic Plan Development

Revenue Enhancement

Cost Containment

Interim Management

Crises/Turnaround Management

Independent Fiduciary/Oversight Committee

Non Profit Restructuring Advisory

Chapter 9 Municipal Bankruptcy Assistance and Evaluation

Board Initiated Investigations

Phoenix Mission Based Services

Phoenix Mission Based Services® takes a pragmatic and hands-on approach to operational, financial, management and other complex organization challenges providing government, non-profit organizations, and their stakeholders with the expertise to facilitate successful outcomes while staying true to a mission.

Phoenix Mission Based Services assists Mission Based Enterprises such as governmental organizations, not-for-profits, educational institutions and their stakeholders, encountering financial and operational distress. By addressing core economic, structural and operational issues, we help Mission Based Enterprises stabilize their financial position, improve operating efficiency and revitalize mission delivery. With taxpayers, investors and benefactors demanding more accountability, Phoenix helps clients instill management techniques to navigate complex challenges and create innovative ways to carry-out their mission

Our experienced team of professionals are accustomed to developing solutions that address the dual objectives Mission Based Enterprises face: delivering the essential services that constitute the organizations mission and managing finances that lead to long-term stability and sustainability. Moreover, we do not engage in policy making activities or partisan political agendas, rather we use data and analytics to craft solutions that stakeholders can agree to.

Phoenix's Mission Based Enterprise experience dates back over 20+ years to our first municipal engagement with Philadelphia Gas Works, the nation's largest municipally-owned utility. More recently, we played an important role in the City of Detroit's bankruptcy by serving as the court's independent expert on feasibility.

A Selection of Phoenix Mission Based Service's Experience:

  • In the historic Detroit bankruptcy, Phoenix professionals were engaged by the US Bankruptcy Court to provide expert opinion and supporting analysis regarding the feasibility of the Plan of Adjustment being proffered by the City of Detroit. A team of 6 Phoenix professionals worked with virtually all of the City’s constituencies in order to understand the plan and provide expert guidance to the Court in its efforts to resolve the bankruptcy. Because no uniform standard previously existed, the Phoenix team developed a standard for establishing Feasibility in the context of Chapter 9; this standard has been adopted by the Court.
  • A non-profit church had purchased land adjacent to it to develop a community center on the eve of the Great Recession. As the economy worsened, weekly donations began to drop and eventually weekly donations reached a level that could not support both the Church’s ministry and its fixed mortgage payments on a consistent basis. In December 2013 the church filed Chapter 11. Phoenix was engaged to re-establish monthly budgets, regular accounting and internal controls for the Church. This allowed the church to operate at a breakeven level on a week-to-week basis. Phoenix worked with the Pastor, congregation and counsel to develop a fund raising program to finance a plan of reorganization and return the Church to long term economic stability.
  • Phoenix was hired by the fourth largest metropolitan transport authority in the United States to provide a proactive and business-oriented approach to evaluating options and pursuing methods to improve upon the quality and effectiveness of the entire organization. Phoenix’s professionals took a pragmatic, business-oriented approach to evaluating all of SEPTA’s operating and administrative activities. Phoenix’s report detailed more than 135 recommendations designed to achieve a high level of efficiency and economic savings throughout SEPTA’s operations.
  • Phoenix was engaged by the City of Wilmington, Delaware's largest city, to identify ways in which the City could improve the service it provides to its customers and constituents. The assessment included the following departments: Public Works, Parks and Recreation, Planning, Real Estate and Housing, Finance, and the Mayor’s Office and resulted in specific recommendations to consolidate many disparate functions and to improve coordination with overlapping functions with its surrounding county.
  • Phoenix was engaged by a struggling provider of crises psychiatric in-patient services that was out of liquidity and was facing potential closure. Phoenix worked closely with management to identify near-term sources of cash that could provide the time necessary to restructure its operations. By addressing pricing and intake policies and addressing cost structures, Phoenix was able to assist the organization to long term feasibility. Within months, all significant operating metrics improved including average revenue/patient and increased census as well as improved outcomes including a reduction in Against Medical Advice (AMA) discharges. After stability was reached, Phoenix assisted in refinancing the organizations’ bank debt.
  • Phoenix was hired by a school district to conduct an operational assessment of the non-educationally related expenses. Phoenix provided a final report to the district administration identifying specific items that totaled in $400,000 in immediate savings requiring no governmental policy changes.
  • Phoenix was appointed by the City of Philadelphia to develop a plan to revitalize for Philadelphia Gas Works (PGW), the nation's largest municipally-owned natural gas utility. Phoenix placed a team of five full-time professionals on-site at PGW, assuming the positions of Chief Executive Officer, Chief Operating Officer, Chief Financial Officer, Head of Customer Affairs, and Head of Strategic Planning. The team immediately tackled the financial and operational crises while also managing the delicate political sensitivities presented by a government environment.

Contact Phoenix for additional samples»

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