Running a successful business demands a complex set of skills from management, operations, and human resources to marketing, sales, and finance. Leaders know their strengths, the gaps in their organizations, and the value of expertise. The consulting team at Breneman Advisors fills the strategic planning, operational, and financial gaps often present in entrepreneurial organizations.

Our consulting team is dedicated to helping your business grow and achieve your goals by providing the support that allows you to focus on your strengths. Our services are designed to reduce the workload and stress that come with managing complex operational tasks. Our team is dedicated to optimizing your operations for efficiency and effectiveness, so you can increase profitability and grow your business with confidence. Our three main areas of expertise are Fractional CFO/Controller Services, Strategic Planning, and Operational Excellence Services.

Strategic Planning Services

To support your growth, we offer Strategic Planning services that diagnose and determine a plan of action for the future. Our approach includes examining 18 different value drivers and other factors that may affect future value to improve the overall value proposition of the company. Our team works closely with you to identify opportunities and develop customized strategies that align with your vision for growth and expansion. Centered around your vision and goals, our strategic planning services include:

  • Strategic Planning Facilitation
  • Strategy Development
  • Strategic Road Map and Initiatives
  • Strategic Plan Implementation
  • Leadership Development
  • Coaching and Mentoring
  • Succession Planning

Fractional CFO/Controller

In acting as the fractional CFO or Controller, our focus is on providing accurate and timely insight into the numbers that drive your business. From forecasting, budgeting, and financial analytics to capital needs and ROI assessments, we offer strategic solutions implementing best practices to improve the efficiency and effectiveness of your financial systems and processes. The results are a more streamlined workflow and a deeper understanding of the financial health of your company. Specifically, our services include, but are not limited to:

  • Budgeting and Forecasting
  • Financial Modeling
  • Cashflow Management
  • Capital Analysis
  • Board Management
  • Controllership
  • Financial Statements
  • Audit Preparation
  • Compliance Reporting
  • Back Office Accounting
  • Financial Process Improvement

Operational Excellence

Operational excellence is a group of services designed to take your organization from good to great. We work with your team to implement efficient systems and processes to streamline business operations and help you achieve your goals. Our services include:

  • Lean Six Sigma Implementation
  • Process Documentation, Management and Standardization
  • KPI and Balanced Scorecard Implementation
  • Facilitation Services
  • Acquisition Integration Services
  • Fractional COO