Services

Where your knowledge ends, ours begins.

From Consulting CFO to Succession Planning and Business Valuations to Process Improvements, PNL offers a range of business management consulting services. Ready when you are. We offer strategic leadership and pragmatic direction enabling our clients to achieve optimal performance and financial acumen.

We do this by:

Providing customized services for clients who couldn’t otherwise afford the experience and knowledge PNL has on a full-time basis.

Developing a comprehensive understanding of our clients’ companies and their workplace culture. Integrating our knowledge and specialized expertise into our clients’ businesses.

Creating visually-appealing reports and use clear verbal communication. This increases adoption of the strategic advice given and maximizes our clients’ business effectiveness.

Educating and training your team towards independence.

FRACTIONAL CFO

Need c-suite finance advice on a part-time basis? Increase your executive expertise?

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WHOLE OFFICE

Accounting staff overwhelmed? Struggling to get reporting? Is your bank unhappy?

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STRATEGIC ADVICE

Know what you want, but unsure how to get there?

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BUSINESS PLANS

Do you have a terrific idea? How are you going to achieve it? Does it make financial sense?

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PROCESS IMPROVEMENTS

Does your company need a complete restructure? Or guidance with your payables, receivables, or knowing what true profit margins are?

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CORPORATE GOVERNANCE

Is your business well run? Surrounded by "Yes" people? Do you know what is going on?

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SUCCESSION PLANNING

Do you want to retire? Is your business ready for sale? Do you know how to structure a buy-in or buy-out?

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FINANCIAL RESTRUCTURES

Struggling to get the financing you need? Paying too much? Your bank is limiting your ability to operate?

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BUSINESS VALUATIONS

Preparing to sell your business? Want to buy out your partner? Have a new partner coming in?

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FRACTIONAL CFO

NEED C-SUITE FINANCE ADVICE ON A PART-TIME BASIS? INCREASE YOUR EXECUTIVE EXPERTISE?

Small to medium size companies need sophisticated financial expertise available to larger corporations but it is generally cost-prohibitive.

Senior management needs strong business finance advice that considers the complexity of the business and the future implications. Working as a part of your executive team, our Fractional CFO services provide strong financial, strategic, and decision-making support to your business success. PNL provides short- and long-term retainer-based financial expertise to provide management with enhanced and customized financial clarity and recommendations.

PROCESS IMPROVEMENTS

DOES YOUR COMPANY NEED A COMPLETE RESTRUCTURE? OR GUIDANCE WITH YOUR PAYABLES, RECEIVABLES, OR KNOWING WHAT TRUE PROFIT MARGINS ARE?

Many companies have grown organically, often many times over, in a short period of time. Organic growth doesn’t always allow for the development of industry standards and efficient processes. Process improvements can help maximize your profitability and competitiveness when project investment has suddenly drawn international competition to your market.

We work with senior management to improve your financial reporting by making it timely, accurate, and appropriate. PNL reviews procurement structures and bid packages, makes recommendations on processes, and coaches our client’s staff to succeed. PNL can also help develop internal HR policies, management metrics, and makes recommendations on how to ensure more efficient processes are in place through all facets of a client’s business. PNL consultants work directly with our clients through the implementation of new processes.

STRATEGIC ADVICE

KNOW WHAT YOU WANT, BUT UNSURE HOW TO GET THERE?

These situations often leave management overworked and lacking direction. This results in projects not starting, not completing, or failing. Engaging in new ventures and significant change requires a detailed strategic, financial and operational plan that provides management with clarity of direction and stages in the process. PNL works with management to detail the strategic plan and implement the operational plan, allowing management to maintain focus on the core business.

SUCCESSION PLANNING

DO YOU WANT TO RETIRE? IS YOUR BUSINESS READY FOR SALE? DO YOU KNOW HOW TO STRUCTURE A BUY-IN OR BUY-OUT?

While most businesses can only achieve a premium price by selling to an internal group (as opposed to the competition), it can be a tricky exercise to negotiate an in-house sale of a business to existing management. The ultimate value placed on the business, the length of time involved in the succession plan, and various interpretations of cost and revenue structures can all lead to frustration and failed succession planning attempts.

PNL provides assistance to the ownership group, to the purchasing group, or to both. PNL can take a hard stand and negotiate for one side, or aid both sides in forming a reasonable agreement. PNL provides leadership to inform the best choice of financing options, new business combinations, and buyout structure to ensure the highest probability of success for your company moving forward.

BUSINESS PLANS

DO YOU HAVE A TERRIFIC IDEA? HOW ARE YOU GOING TO ACHIEVE IT? DOES IT MAKE FINANCIAL SENSE?

Creating a business plan is an essential step to determine if you’re on the right track with a new product or service. PNL can help you explore the potential markets for a product or service and how it can impact your business.

PNL researches industries and product markets. We take the mystery out of a properly planned new venture, and inform your buy, hold, or sell decisions on proposed new products or services with a clearly articulated business case supported by financial metrics. PNL works with management to produce a high-level strategic plan, an infinitely detailed business plan, or whatever in-between best suits your business needs.

WHOLE OFFICE

ACCOUNTING STAFF OVERWHELMED? STRUGGLING TO GET REPORTING? IS YOUR BANK UNHAPPY?

Lack of timely and accurate financial reporting can lead to significant financial losses, expensive accountant bills, and inability to get financing. When your financial records are not built and maintained to provide you and your bank with quality reporting, opportunities are missed leading to lower profitability.

Outsourcing your day-to-day accounting to PNL’s team of experts is not just bookkeeping. You get our team of Certified Professional Accountants (CPAs) and c-suite finance professionals who ensure your financial affairs are accurate, timely, and are maintained to provide you with the intelligent management and business reporting necessary to run your business using data based decisions. PNL can do it all or supplement your internal team and provide your controller, VP Finance, or CFO expertise.

BUSINESS VALUATIONS

PREPARING TO SELL YOUR BUSINESS? WANT TO BUY OUT YOUR PARTNER? HAVE A NEW PARTNER COMING IN?

Independent valuations of a business provide you with a real market value that reflects the price a willing buyer and willing seller can agree.

Transactions that require a value of a business often require an understanding of what an independent party believes a business is worth. Whether it is an estate matter, a sale, a purchase, or you just want to know what your business is worth, PNL provides detailed valuation reports of businesses and/or contracts, especially in the forestry industry, that can be used as Expert Witness reports.

FINANCIAL RESTRUCTURES

STRUGGLING TO GET THE FINANCING YOU NEED? PAYING TOO MUCH? YOUR BANK IS LIMITING YOUR ABILITY TO OPERATE?

Financing structures are often inadequate for your business success. We work with your bank or a new bank to restructure your financing that works for your business and the bank’s needs saving you money and giving you the financing you need, when you need it.

PNL has 20 years of commercial finance expertise working with banks and lenders to properly structure financing requirements. Sometimes it is businesses that are struggling to meet their loan payments that need refinancing and other times it is growing companies with cash flow struggles due to inadequate financing. We work as your advocate to get you the financing structure that makes sense for your business.

CORPORATE GOVERNANCE

IS YOUR BUSINESS WELL RUN? SURROUNDED BY “YES” PEOPLE? DO YOU KNOW WHAT IS GOING ON?

Corporate governance is about transparency, accountability, and having clear purpose to guide your business. There is a reason large corporations have strong corporate governance practices. They give businesses the necessary roadmaps to success and ensure management is accountable to achieving that success.

PNL develops corporate governance structures and policies that fit your business needs. Additionally, PNL also provides independent corporate director services for short- or long-term engagements. Our senior team has corporate governance experience training to ensure your business has the best independent governance to fit your objectives.