Plastic Bag Manufacturer and Distributor

Produce Distributor and Trucking Company

Location: Houston, Texas

Revenue Size: > $25 million

Number of Employees: >200

Situation: Entrepreneurial owner needed due diligence assistance with acquiring the assets of a company out of bankruptcy and to integrate the business in the portfolio of companies.

 Leadership
  • Vision, Strategy, Purpose
  • Goal and objective alignment
  • Execution exceptionality
 Revenue Growth
  • Volume
    • Balanced supply with demand
  • Price
    • Strategically aligned with market
 Operating Margin
  • Productivity improvements
    • Logistics, Service and Production
  • Leveraging revenue growth against fixed cost
    • Sales and General Admin Overhead
 Asset Efficiency
  • Inventory turns
    • Raw materials, WIP, FGI
  • Real-estate, Infrastructure, Equipment and Systems
  • AP and AR management effectiveness

Key Employee Interviews

  • Senior Leadership Team
  • Mangers

Online Survey

  • Senior Leadership Team
  • Managers
  • Influencers
  • Others?
Financial Review
  • Historical (3 to 5 years)
  • Key Performance Indicators
  • Budget and Forecast

Non-Financial Review

  • Strategic Plan
  • Management System
  • Organization Structure

Deliverables

The final report was the basis of scoping future work such as strategic planning workshops and or a business optimization project.

Define and prioritize the most significant opportunities to improve operationally, organizationally and strategically.
Indication on which business issues represent the greatest barriers to achieving your goals.
Feedback on management’s compatibility to accept and lead change for improvement.
Survey results presented in a comprehensive report—both verbally and in writing.

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