From first conversation to a business that runs on a rhythm.
Every engagement with MIV Partners starts the same way and then adapts to what your business actually needs. Here’s the whole path.
Three steps, all at no cost.
Thirty minutes over Calendly. No pitch, no slides. I want to understand the business, where the pressure is, and what you’ve already tried. You’ll get a straight answer about whether I can help, including “no” if that’s the honest answer.
I request your historical financials and analyze them properly. How far back depends on the business: enough to see the pattern, not a fixed number of years. This is real work and it happens before money changes hands.
I walk you through what I found: where profit is leaking, where cash is getting trapped, what it’s costing, and what I’d do about it. This is the conversation most owners tell me they’ve never had. You leave knowing more about your own business regardless of what happens next.
What the engagement actually looks like.
There’s no fixed conveyor belt. Every business arrives at a different level of readiness, with different data and different urgency. What stays constant is the rhythm and the direction of travel.
- We set the destination. Goals and targets that mean something, not last year plus ten percent.
- We build the forecast. A rolling forward view of cash and profit that updates as reality changes, replacing the annual budget nobody looks at after February.
- We build the scorecard. Each month, the handful of numbers that actually drive your business, in one place. We go through it together on our call, so you can see what moved and what it means for the month ahead.
- We meet monthly, and we decide. We read the numbers against your targets, identify what moved and what it was worth, and agree on the one or two things to act on next. Every decision leaves the call with an owner and a date.
What I bring, drawn on as the business needs it.
These aren’t a checklist every client receives in order. They’re the capabilities I reach for depending on where your money actually is.
Finding where it’s going
Margin erosion analysis · Cash flow gap diagnosis · Profitability baseline · Pricing versus cost structure review
Deciding what to change
Margin improvement strategy · Cash flow stabilization · Capital and growth planning · Goals and targets
The Monthly Rhythm
Rolling forecast · Executive scorecard · Financial frameworks · Monthly CFO rhythm
What stays with you.
The targets, the rolling forecast, and the monthly scorecard are yours to keep. Built in your own files, using your numbers. Once the monthly routine is running you can see where the business stands between our calls, and it keeps working after the engagement ends.
Common questions.
The baseline, the strategy work, the rolling forecast, and the executive scorecard. They live in your workspace and they outlast the engagement.
Your historical financials and a conversation with whoever owns the numbers today. If the books are significantly behind, we’ll talk about getting them current first. That’s a conversation, not a disqualification.
When you want a report to file rather than decisions to act on, or when you aren’t prepared to change how decisions get made. In those cases the Right Fit Call ends with an honest no, and often a referral.
Directly with me, on every call and every deliverable. No analyst hand-off, no rotating account manager. That’s the shape of the practice.
Start with a call.
Thirty minutes. No pitch. The honest fit conversation.