Advisory Services

Advisory Services with a Focus on Operational Excellence

Operational Excellence: Improving financial results through (Leadership + Operational Focus + Team Work) utilizing the appropriate skill set and management techniques to accomplish the defined objectives.

Henderson & Myers partners with closely held businesses ranging in size from $5 million to $750 million to deliver operational excellent starting with the growth stage of the business cycle.

  • We provide trusted and confidential partnership with company owners and develop a comprehensive, long-term approach to decision making.
  • We offer our clients the bench strength to ensure quick, effective responses to solve short-term challenges or special projects.
  • We provide flexible, tailored solutions for companies of any size.
  • When needed, we connect clients to other trusted advisors in investment banking, wealth management, private equity, accounting and banking.

Advisory disciplines we use:

Thought Leadership | Margin Management | Team Building | Change Management
Operational Excellence | Custom Solutions | Process Focused

Financial and Operational Management

  • Conduct monthly meetings with your management team to review the financial and strategic conditions of your business
  • Partner with your team to develop operational plans to achieve the financial goals of the company
  • Provide monthly accountability to stay focused on the operational plans that support the long term strategy
  • Complement the skills of your team without the cost of a full time associate
  • We provide objective 3rd party business advice

Strategic Planning

  • Facilitate and lead a strategic planning process to build a common vision, and define long term objectives with an operational focus
  • Lead a process of team and consensus building to work through disagreements in strategic direction
  • Position companies for strategic options at each phase of a company growth cycle
  • Provide M&A and strategic alternatives services with trusted partnerships
  • We focus on maximizing the ROI in your company

Family /Private Business Advisory Services

  • Work with family owned businesses to negotiate the family dynamic for a win-win solution
  • Facilitate succession planning to achieve a smooth transition from one generation to the next
  • Mentor key family or team members for future roles
  • Transition business from a life style company to a professional run company
  • We provide objective 3rd party business advice

Interim Staffing and Resource Management

  • Provides and manages interim resource to provide "bench strength" for short -term business needs
    • Special projects
    • IT projects/solutions
    • Strategic Initiatives
    • Company transitions
  • Interim Staffing /Bench Strength Resources:
    • CIO/CFO/COO
    • Controller/staff account
    • Financial Analyst
    • Project manager
  • When change is required you may need interim skills sets to drive change. We can bring new ideas and disciplines to your organization
  • A loss of a key employee may require a period of time when you need assistance from a trusted source that can hit the ground running day 1
  • We work to transfer the knowledge to a full time team member

Project Management

  • Work on behalf of the client representing their interest with each vendor to implement a solution that accomplishes each defined objective
  • Insure correct decisions are made on critical inflection points throughout the entire implementation process
  • Focus on the integration of people, process and technology using the discipline of change management
  • Bring a disciplined approach to managing projects to insure on time and on budget completions