Our Advisory ServicesWhere we can help
Beyond helping you get started, Locust Advisory will stay and participate with you during implementation. We’ll get it done together.
Strategic Planning
How will you build on or change the culture and focus of the firm?
- Review goals and objectives for the overall business(es)
- Evaluate personnel, financial, capital, product, and service requirements
- Understand support structure available —and potential support in the future
- Analyze effectiveness of short-term and long-term efforts and plans
- Evaluate changes to or emphasis in implementation of your plans
Business Process Re-Engineering
Review existing processes:
Let’s divide and conquer: What’s working & what isn’t? Why and how?
Develop prototypes for new or revamped processes:
We’ll figure out what you need to accomplish your goals and make positive changes.
Establish Measurements:
After initial set-up, we’ll confirm short-term and long-term metrics you can easily track to quantify success—and enable us to adjust where needed.
Revenue Generation
Where’s the success coming from?
We’ll review existing revenue channels and cash flow together, and determine the best strategy to support and grow your business by leveraging:
- Human resources, technology, and capital support
- Marketing structure and support
- Other revenue channels (opportunities)
How can you increase revenue, while achieving more return on your investments?
You’ll figure out the best short-term and long-term methods for your unique business situation and funding needs
While each business or project is unique, you can expect our approach to include:
Listening
Thoroughly understanding your views and experiences on and with the business. What are the issues you are facing, what do you want to improve or change?
Analyzing
Interpreting opportunities and what will work best for your specific situation and industry.
Implementing
Preparing guidelines and measurements to track your success.
Gathering the specialists
Finding and directing accountants, tax professionals, lawyers, planners, and other professionals necessary to help your business succeed.
Coordinating
Scheduling and facilitating discussions—and related preparation and follow-up—with specialists and other process team members.
Evaluating
Measuring satisfaction and results in a way that works for you to track short-term and long-term success.
Our Work at a glance
Our work might include coordinating with lawyers in setting up a holding company, reaching out to employees and share-holders, making sure your goal is accomplished, and ensuring metrics you can use to evaluate success. More specifically this includes guiding and assisting management & individuals in:
Developing achievable plans or exit strategies
Evaluating process improvements
Developing a succession plan
Evaluating competitors and market environment
Evaluating growth opportunities and new revenue streams
Developing personal goals and taking steps to succeed in their profession