From Discovery Call to 90-Day Wins
See the exact framework we use to turn scrambled books into clear, measurable growth—fast.
Step 1 – Discovery
Deep-Dive Diagnostics
We audit cash-flow statements, tax returns, and risk exposures in week one—no fluff questionnaires, just hard numbers and frank questions.
Step 2 – Roadmap
3-Page Action Plan
You get a plain-English plan with quick-win fixes, 18-month milestones, and a cost–benefit table. No 60-page binders that gather dust.
Step 3 – Stewardship
Quarterly Sprints
We implement, track KPIs, and recalibrate every 90 days. Single point of contact; zero hand-offs between “departments.”
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Process
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Our Approach
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Discovery
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Deep-Dive Diagnostics
|
We audit cash-flow statements, tax returns, and risk exposures in week one—no fluff questionnaires, just hard numbers and frank questions.
|
|
Roadmap
|
3-Page Action Plan
|
You get a plain-English plan with quick-win fixes, 18-month milestones, and a cost–benefit table. No 60-page binders that gather dust.
|
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Stewardship
|
Quarterly Sprints
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We implement, track KPIs, and recalibrate every 90 days. Single point of contact; zero hand-offs between “departments.”
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Case Study
Confidential Metalworking Client
- Problem: High debt-to-equity ratio (2.3 : 1) and creeping vendor costs throttling expansion.
- Plan: Renegotiated credit lines, re-tiered vendor pricing, and reallocated idle cash into a short-duration bond sleeve.
- Outcome (12 months): Debt-to-equity down to 1.95 : 1 (-15 %), free cash-flow up 32 %, vendor spend trimmed $180 K.
KPI
Cash-Flow Expansion
Why Work With Monte Nord?
Personal CFO Approach One lead advisor owns your plan end-to-end—strategy, execution, and check-ins—so you’re never bounced between departments.
Fee Clarity Flat retainer or AUM, spelled out before we start. No back-door commissions, no “surprise” line items—ever.
Proven Performance Portfolios stress-tested through two market cycles and a decade of client wins mean fewer sleepless nights and faster progress toward your goals.
Ready to run the numbers, not from them?
Reach out today. These buttons redirect to brunshouse.com