Our Results

Business Process Optimization

  • Economic Model Implementation: Developed and implemented an Economic Value Added (EVA) model using Stern Stewart's methodology within 45 days, resulting in a 4-day improvement in cash on hand over 60 days.

  • Customer Service Reengineering: Achieved a recognized $168,000 in savings (with a cost of $48,000) by reengineering customer service processes within 120 days.

  • Productivity Analysis: Conducted an internal productivity analysis across 18 facilities, identifying and documenting “best practices.”

  • Financial Consolidation Efficiency: Reduced the time for financial consolidations at no additional cost, leading to a 50% improvement within 90 days.

Business Valuation

  • Intangible Assets Valuation: For a franchise food company with over 30 restaurants, our valuation revealed that the majority of intangible assets had a negative value, enabling the company to renegotiate leases and save over $1 million within 90 days.

  • Product Liability Assessment: A Fortune 1000 company engaged Lakelet Advisory Group to assess economic losses due to product malfunctions. Our findings were agreed upon by all parties, saving the client over seven digits in liability.

  • Shareholder Dispute Resolution: In a case involving a minority shareholder facing dilution due to questionable valuations, our findings were upheld in court, ensuring the shareholder was compensated fairly.

  • Utility Provider Case: Representing a utility company, we demonstrated that the claimed economic losses by a sports facility were materially overstated, successfully negotiating a settlement to eliminate the original damages cited.

  • Intellectual Property Valuation: Using the Monte Carlo methodology, we assessed the value of a medical device not yet commercialized, enabling negotiations for potential royalty and distribution agreements among investors and manufacturers.

  • Software Company Valuation: In a “business divorce,” co-founders of a software company agreed to an independent valuation. Our analysis resulted in a 50% increase over the initial offer after our presentation.

Improvements in Working Capital

  • Working Capital Enhancement: Improved working capital by 23% in 28 days.

  • Inventory Reduction: Reduced inventory by 28% in 60 days through A, B, and C inventory analysis, generating an immediate cash infusion and savings of $7.7 million.

  • EBITDA Growth: Increased EBITDA by over 31% while reducing debt by 29% within one year.

  • Alternative Fuel Solution Launch: Led the strategy for a fuel-efficient heating solution across the U.S. and Canada, achieving profitability and a gross profit margin exceeding 40% within a year.

  • Gross Margin Improvement: Increased gross margins by 2 percentage points in 30 days by implementing accountability measures on the plant floor.

  • Labor Efficiency: Optimized production facility layout, increasing labor efficiencies by 13%.

  • Accounting Productivity: Enhanced accounts receivable (A/R) and accounts payable (A/P) productivity by 147% through workflow triaging and training.

M&A Savings

  • Cost Savings Through Consolidation: Generated $38 million in savings by successfully consolidating IT teams, processes, infrastructure, and systems.

  • M&A Engagements: Involved in nine successful M&A engagements, covering target identification, valuations, due diligence, projections, and strategic planning.

Sales, Revenue, and Customer Service Enhancements

  • New Product Introduction: Launched a new product in a competitive software market, gaining over 500 professional firms as users within 12 months.

  • Strategic Pricing Adjustment: Increased gross margins by 4 percentage points in three months through strategic price adjustments without losing customers.

  • Regional Performance Stabilization: Stabilized and improved a $57 million region, outperforming other regions by 8% in the last three quarters of the fiscal year.

  • Automated Order Increase: Increased automated orders by $375 million.

  • Post-Mortem Analysis: Conducted an analysis of returns and defects, reducing issues by an average of 23% per quarter.

  • Sales Performance Monitoring: Designed and implemented a sales performance matrix using the Balanced Scorecard, providing weekly feedback to a sales team of 32.

  • Customer Base Expansion: Tripled the customer base within 18 months through an effective CRM and client service strategy.

  • Warehouse Optimization: Re-engineered warehouse and transportation facilities, implementing standardized processes that resulted in $1.4 million in annual savings.

Tangible Benefits from Technology

  • Administrative Cost Reduction: Generated $7.4 million per annum in savings by reducing administrative and IT costs per employee by 40%.

  • Productivity Maximization: Saved an additional $4.8 million over five years through enhanced productivity and connectivity.

  • Outsourcing Contract Renegotiation: Achieved $2 million in immediate savings by renegotiating outsourcing contracts.

  • Strategic Sourcing Savings: Generated 18% savings ($2.6 million) on administrative and IT expenditures through strategic sourcing.

  • Technology Implementation: Implemented technologies such as “thin clients” and intranet solutions, resulting in an 87% reduction in open support issues.