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ABOUT THE COMPANY _______________________________________________
♦
♦
OVERVIEW ♦
EXPERTISE ♦
PHILOSOPHY (E3) ♦
CLIENT PROFILE
LW
AND
ASSOCIATES
is a
business strategy and financial management advisory firm, providing businesses with
growth strategies designed to increase revenues, profitability
and productivity.
The
strategies integrate
financial modeling with strategic marketing to build long-term
sustainable growth.
Our expertise includes strategic planning, financial
analysis and restructuring, marketing/selling strategies and
internal efficiencies. We
participate from strategy development through execution, using
applied systematic methods to achieve results.
Services are customized to meet
the specific requirements of the client based on scope, budget
and time frame.
Please call 310-473-9064 to discuss a customized solution.
The information below is intended to provide an
overview of the company, expertise and the four disciplines of
concentration.
COMPANY
BROCHURE
OVERVIEW
__________________________________________________________top
LW
AND
ASSOCIATES
integrates financial
modeling with strategic marketing to build long-term sustainable
growth.
The company provides analysis, advisory and execution
services, encompassing the four main disciplines: strategic planning, financial analysis,
marketing/sales and internal efficiencies.
The strategists at LW
AND
ASSOCIATES are
multi-disciplined with industry wide experience in assisting
start-ups, established businesses, and companies involved in a
turnaround/crisis situation. The
services are customized to meet the specific requirements of the
client based on scope, budget and time frame.
Additionally, the project may require administrative work
(industry research, media buying etc.), which is handled
by contracted staff.
The Chief Strategist,
Lori Williams
has over 15 years of experience in strategic planning,
finance, sales/marketing and operations and is
personally involved in all client interactions.
In 2007, Lori Williams also founded
Business Simply
Put (a
division of LW
AND ASSOCIATES) out
of a desire to serve the small business
community. To this end, she
developed products and services affordable to start-ups,
small companies and individuals.
Lori believes that all
entrepreneurs should be advantaged by the expertise that
in the past has been only available to large
corporations. To learn more about her methodologies visit her
Blog, read her
Articles or speak to her directly at 310-473-9064 ext 3.
EXPERTISE__________________________________________________________ top
LW
AND
ASSOCIATES focuses on
FOUR
main disciplines to achieve sustainable growth:
Strategic Planning
is a crucial component used in the development of growth
strategies, which includes a financial analysis,
assessment of the marketing/sales strategies and
internal effeciencies.
Financial Analysis includes monitoring the financial
health, analyzing risk and ensuring the ability to
support strategic initiatives and major transactions.
Marketing/Sales Strategies seeks to develop a unique
competitive position which once leveraged can provide
the company with a sustainable marketing advantage.
Internal Efficiencies
have a direct effect on
the bottom line and companies that have
successfully developed efficient workflows achieve
faster growth and higher returns.
________________________________________________________
LW
AND
ASSOCIATES defines the services by
the
four following categories:
detailed description
and fee structure
Strategic Review and Assessment
LW and Associates follows a structured process,
which consist of two to three key meetings and provides business
owners and executives with a “quick assessment” of the
company. In this, the necessary steps to meet company
goals and objectives are determined. In cases of
restructuring, valuable insight is obtained regarding
why the company may
not be achieving desired objectives.
Strategic Oversight and Execution
LW and Associates takes an active role in both the development
and the execution; beginning with a complete company analysis
involving the four main disciplines above, advising in the development
of strategic
goals and direction and executing on
both a strategic and tactical level.
Project Specific
LW and Associates assist the client to achieve a
clearly defined a scope of work as related to the four
main disciplines above. Each project has an expressed
outcome
that is determined by the client with a set time for
completion. The project may involve off-site research,
on-site meeting facilitation or a mixture therein.
Time Based Consultation
LW and Associates offers hourly billing for clients that want to arrange a limited number
of one-on-one consultation meetings
____________________________________________________________
Business Simply
Put (a
division of LW
AND ASSOCIATES)
offers expertise through standardized programs
Company owners and entrepreneurs can gain access to
information through self-guided resources
info booklets
and worksheets or attend
classes and workshops, which offer
cost-effective training
to increase executive and employee skill levels.
Additionally companies can purchase customized training
presentations and programs.
Companies can also purchase counsel
and business guidance services via email and phone. This
includes consulting minutes,
financial assessment and
benchmarking and business
plan review
detailed description
and
cost
PHILOSOPHY (E3) Consulting Model______________________________________ top
LW
AND
ASSOCIATES
long-term objective in all consulting relationships is to create
client independence. To this end the company uses an
internal philosophy known as the E3 consulting
model (evaluate, educate, enable).
Evaluate
Before any actions can be taken the
situation must be thoroughly evaluated, the problem completely
understood and a potential solution determined. During this
process LW
AND
ASSOCIATES often takes an active
role, assuming responsibility for the evaluation and
implementation processes.
Educate
During all processes the client is educated
as to the root cause of the problem and how it can be avoided in
the future. Members of the organization are provided with training
as needed.
Enable
The long-term goal is to provide the
members of the organization with a new skill base that enables
them to recognize issues and respond accordingly, before they
create internal problems. Through the corrective action and
their correlating processes the management and members of the
organization are exposed to the fundamentals of business:
planning, organizing, leading and controlling an organization.
MISSION STATEMENT
LW
AND
ASSOCIATES
is committed to providing companies with the resources
that in
the past have only been available to large corporate entities.
LW
AND
ASSOCIATES
believes the implementation process is as, if not more,
important than
the planning and works with their clients to see
the company’s goals actualized.
LW
AND
ASSOCIATES
is
committed to
developing flexible services and fee structures in order
to
serve a wide variety of companies and individuals.
CLIENT PROFILE
_____________________________________________________top
LW
AND
ASSOCIATES supports a wide range of
companies and individuals. From entrepreneurs, start-ups, growth
companies and established business. The following gives a brief description of the
typical client that often seeks our expertise.
LW
AND
ASSOCIATES typically work with middle
market companies, which are defined as having revenues between
$10-100 million.
Why do
companies seek our expertise?
Companies
commonly lack a full executive team and are often aware of the
areas in which they are deficient. They are frequently strong in
one area, such as sales, marketing or engineering due to
the owners (entrepreneurs) background and experience.
Therefore they seek our expertise to assist in
the other disciplines.
Moreover, most company owners lack
in-depth financial knowledge and turn to us to assist in
financial structuring and to implement internal controls. We
often work with banks, lenders and equity partners to assist in
this process.
A description of a typical client:
• Historically the company has experienced revenues between
$10-100 million.
• The company has been in business for at least three years.
• The company has experienced several profitable and high-growth
years.
• The management team has a thorough understanding of their
product offering and their current position in the marketplace.
The types of issues/concerns disconcerting management:
• The management team lacks certain skills that are
crucial to growth
• Year over year sales are flat or trending downward.
• The company is losing market share to a competitor company or
country.
• Pricing pressures and an inability to sell at competitor price
points.
• Cash flow negative, lacking adequate capital or resources.
• Technology has changed the way their product is made, bought
or sold.
• Distribution channels are ineffective, inefficient or lacking
in quantity.
• Internal processes are inefficient, ineffective and/or costly.
• Questioning whether the right people are employed in the right
positions.
____________________________________________________________
Business Simply
Put
(a division of LW
AND ASSOCIATES)
Lori Williams, LW and Associates Chief Strategist, offers
classes and products to budget
sensitive clients, small companies and start-ups. (click
here for more info)
A description of a typical client who takes advantage of
Business Simply Put
• Start-up, small or budget-sensitive company.
• Individuals who seek business intelligence and resources
rather than hands-on consulting.
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