Internal Reporting and Succession Planning

Our Client: Certified Public Accountant

Project: Evaluate Job Costing and Corporate Management

Business: Large Specialty General Contractor, building nationwide

The company had grown in sales volume to approximately $100 million per year. The accounting system, job costing, document management and personnel had changed very little in almost 10 years. Internal communications and executive training were non-existent. The project had a degree of urgency when health issues arose with the owner.

Our engagement involved interviewing all key personnel, evaluating the organization, proposing training programs and guiding a company to transcend into professional management from a one man operation.

Many owners struggle with the idea of a succession plan that will enable management to run the company. We assisted the owner in evaluating his personal and financial goals. To accomplish the change we built organizational models, developed job descriptions and outlined a training program to develop key individuals.