CONSULTING PROJECTS

A Baseline Assessment will identify several projects with the potential to significantly impact value drivers of the business. These projects are defined in such a way that allows them to be addressed by the client and their management team. In cases where the client needs further help, Fulcrum Partners is available to assist with the analysis, design, management or implementation of these projects, or portions thereof, depending on the needs of the client.

Examples include:

• Strategic Plan Development — Prioritization of Growth Opportunities
• Revenue Enhancement
  • Marketing Plan Development
  • Product and Market Diversification
  • Direct/Indirect Sales Management Improvement
  • Pricing and Margin Analysis
  • Bidding and Quotation Process
  • Competitive Analysis
• Recapitalization of the Balance Sheet
• Enterprise Value/ Performance Metrics Dashboard

Our clients occasionally invite Fulcrum Partners to act in an on-going advisory capacity, closely interacting with the owner and management team on a monthly or quarterly basis. The purpose of this service is to provide counsel on strategy and day-to-day issues that can affect longer term goals of the owner and business, as well as the impact of such actions on Exit Planning.

Clients appreciate how Fulcrum Partners leverages our experience as business owners, operators and advisors in a variety of industries. They value our extensive network of other professional experts, providing access to resources otherwise not readily available, to help them pursue and achieve their goals.