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Industry |
Challenge |
Services Provided |
Result |
Manufacturing |
Banks deemed the business insolvent |
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Company was able to receive $250K in financing due to misclassification on balance sheet |
Construction |
Bank was calling in the loans that the business had with them. |
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Provided bank with plan to allow the business to restructure financing. |
Recreation / Entertainment |
Start-up with a business plan, but banks wanted a feasibility study. Later required business Plan for expansion |
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Received over $800K in start-up financing from 2 lenders Received an additional $300K in financing for expansion |
Food & Beverage |
Business was turned down by the bank for $1.4M loan due to the submitted business plan which did not adequately represent business to the lender. Lender requested a feasibility study. |
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Business was awarded the $1.4M from the bank. |
Medical |
Medical professional was looking at scenarios to determine options for expansion. |
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Provided them with an accurate view of their financials with each option, so they were able to make the right expansion decision for their business. |
Construction |
Had recently hired sales rep and did not have sales processes or experience in managing sales rep. |
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Provided structure for the sale rep as well as the owners who were managing him, along with a way to measure. |
Non-Profit |
Wanted to use Social Media to expand membership and utilize for annual Trade show. Hired the next year to perform Social Media Ad Campaigns. |
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Their staff were taught how to manage their ongoing Social Media. Increased followers and registrations for Trade Show |
Security |
Business was making money, but was not profitable and did not know why. |
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Their accounting system was out of sync, so was not providing them with accurate outlook. They have begun making changes needed to turn business around. |
Medical |
Results varied month to month and were not sure of the reason |
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Requirement to change compensation plan as were paying staff for non-billed time. |
Manufacturing |
Required help with pricing & placement in the market. |
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Product now sold through large Canadian retailer. Client is now more prepared to take on next channel. |
Manufacturing |
Company was not profitable and had an incomplete MRP system implementation. They wanted ongoing business coaching. Have recently moved financial systems and needed help with movement and setting up chart of accounts. |
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Owner redefined his role and began delegating key functions and tasks which improved the quality of their revenues. |
Food & Beverage |
Required start-up capital and their current business plan was not understood by banks and investors. |
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Found shareholders to fund their business and received the financing they needed of (350K+) . |
Retail |
A retailer was looking to acquire another partner and need to structure shareholder's agreement and business. |
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Allowed both partners to enter into business fully protected. |
Medical |
Was in need of a requirements definition for application for system they wanted developed for their business. Later required help with business proposal and presentation to potential partners. |
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Have a system in place to help manage their products and inventory management. Provided them with professional documents to present to potential partners. |
Business Broker |
Required marketing materials for starting his brokerage business. |
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Had branded materials that helped him market to clients online and offline. |
Mergers & Acquisition Firm |
Required marketing materials. |
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Saved money by not using Corporate Ad Agency and they told us they have received compliments on their materials from both partners and clients alike. |
Manufacturing |
Senior management had doubts about their ability to launch products and had concerns around sales capabilities. |
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A clear plan with objectives and priorities set. |
Professional Services |
Employee was approached by owner to purchase business. |
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Clear direction of how to proceed with decision. |
Food & Beverage |
Restaurant required development of Budgeting Models for the 4 areas of their business. |
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Allowed management to make decisions about profitability and be able to react as needed to make changes. |
Boat Brokerage Firm |
Owners were looking to take their business to the next level and wanted help with their go forward business strategy as well as accountability and putting together what needed to be done to meet their goals in next 5 years. |
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Allowed owners to set priorities and put a plan in place to help them in meeting their next 5 year goals. |
FinTech |
A foreign FinTech firm with has traction in South East Asia and Middle East who wants to launch in North America market. |
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Helping business determine products and channels viable for North American Market and will continue to help them as they launch into the market. |
Construction |
Felt company was poised for growth, but desired guidance on best practices. |
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Profitability with business growth at 4X+ |
Pet Grooming & Boarding |
Business was stagnate and were not sure if growth was possible and did not know what to do. |
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Growth has been achieved, doubled space requirements, focused and energized the team and improved communication with owners and employees. |
Manufacturing |
Business was looking to manage growth |
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QuickBooks are healthier and better reflect what is going on in the business and owners are now focusing on key metrics as they continue to grow the business. |
Our offices are located now in Sarnia, Ontario but are able to provide services across Canada for a majority of services remotely. Our local service area for onsite services is Sarnia, London, Chatham-Kent and surrounding areas with the exception of coaching.
We will provide onsite services that require at least one full day of onsite services in Windsor, Kitchener, Woodstock, Leamington, Waterloo, Cambridge, Kitchener, Guelph, Milton, Oakville, Mississauga, Burlington, Hamilton, Toronto, Vaughan, Markham, Brampton, Richmond Hill, Newmarket, and Durham Region. For other businesses in Canada who want service onsite and are outside our onsite area, please contact us to discuss your requirements. |
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Our offices are located just outside Toronto within the GTA and are able to provide services across Canada . Our local service area for providing onsite services at your location is Peterborough, Orillia, Clarington, Bowmanville, Oshawa, Whitby, Ajax, Pickering, Scarborough, Toronto, Markham, Aurora, Newmarket, Richmond Hill, Vaughan, King City, Brampton, Caledon, Bolton, Mississauga, Etobicoke, Oakville, Burlington, Milton and Hamilton. If you do not have an office, we can provide meeting space in Ajax or Whitby Ontario for face to face meetings if required. For services outside our local service area within Canada who require onsite services, please contact us to determine how we may best service your requirements. Copyright RK Fischer & Associates, 2010- 2016. All Rights Reserved
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