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  DIAGNOSTIC PHASE
  - "A View From The Investor's    Shoes"
  - Internal Capitalism Audit
  STRATEGIC ADVICE
  - Strategic Plan Evaluation
  - Capital Deployment Strategy
  - Business Unit/Portfolio   Evaluation
  - Strategic M&A Planning &   Valuation
  - Addressing & Responding to   Activists
  - Investor Communication &   Targeting
 - Activist Investor Exposure Diagnostic
 - Downturn Preparedness Diagnostic
  PROCESS ENHANCEMENT
  - Embracing Internal Capitalism
   
 
 
   
   
  solutions
 
Diagnostic Phase: Internal Capitalism Audit
 
 

Through a rigorous review of formal management processes and analytical decision models coupled with a series of interviews, we evaluate a company’s existing formal and informal business management practices for:

  • Setting financial goals
  • Developing and evaluating strategic plans
  • The annual budgeting process and rolling forecasts
  • Benchmarking and linkage to performance improvement targeting
  • Capital investment analysis, approval and allocation
  • Portfolio evaluation and the valuation of acquisitions and divestitures
  • Monitoring and appraising on-going operating performance
  • Incentive compensation and other reward programs

During this Internal Capitalism Audit, we look for:

  • Where decisions are suboptimal due to inadequate or incomplete analysis (for example, the way ROIC favors older assets)
  • If decision criteria and subsequent Performance Measures differ and accountability breaks down (many companies use DCF to make investment decisions and then measure operating profit after the fact)
  • Whether the variety and quantity of tools and measurement criteria presents a confusing picture, particularly to non-financial people. 

We identify process strengths that should be preserved and weaknesses that should be eliminated to help a company better focus management on creating shareholder value.

To read more about internal capitalism audit click here

 
     
 
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