You don’t have to face business challenges alone.
A 1099 professional who integrates into your team
Our consultants can help
At Peak Business Navigation, we go beyond consulting. We integrate into your daily operations to understand your business from the inside out. By getting to know your team and identifying pain points, we provide actionable insights and help implement strategies and data tracking processes to ensure visible results. Our advisors guide you in improving operations, long-term planning, securing funding, and selecting the right software solutions—all without the cost of a full-time CFO or COO.
Consulting Services
Fractional CFO, COO Services
Our Fractional CFO and COO services provide high-level strategic guidance and oversight without the cost of a full-time executive. Our outsourced consultants help with financial planning, analysis, and reporting, as well as operational efficiencies, process improvements, and overall business strategy including the following services.
Data Analysis
Data is at the heart of informed decision-making. Our data analysis services rooted in 8020 help businesses harness their data to uncover insights, identify trends, and make data-driven decisions. We provide comprehensive data collection, cleaning, and analysis services, presenting findings in clear, actionable reports.
Strategic Planning Sessions
Strategic planning sessions are designed to align your team on long-term goals and the steps necessary to achieve them. We facilitate workshops that guide your leadership team through market analysis, SWOT analysis, goal setting, and action planning, ensuring everyone is on the same page and working towards key common objectives.
Process Improvement
Our process improvement services focus on identifying inefficiencies and implementing changes to streamline operations. By analyzing your current workflows and identifying bottlenecks, we help you enhance productivity, reduce costs, and improve overall quality.
Systems Evaluation and Project Management
Effective systems and project management are crucial for business success. We evaluate your current systems and manage projects to ensure they are completed on time, within scope, and on budget. Our project management expertise spans various industries and ensures your projects drive value and efficiency.
Management/Board Reporting
Accurate and insightful reporting is essential for effective governance. We create comprehensive management and board reports that provide clear visibility into your company’s financial health, operational performance, and strategic progress, enabling informed decision-making at the highest levels.
Value Stream Mapping
Value stream mapping is a powerful tool for visualizing and optimizing the flow of materials and information in your processes. We help you map your current state, identify waste, and design an improved future state, leading to increased efficiency and value delivery.
Staff Development
Investing in your team’s development is key to long-term success. We offer staff development programs that include training, coaching, and mentorship to enhance skills, boost morale, and prepare your team for future challenges and opportunities.
Month End Close Assistance
Our month-end close assistance ensures that your financial closing processes are efficient, accurate, and timely. We help streamline closing procedures, reconcile accounts, and prepare financial statements, providing a clear picture of your financial position.
Budgeting and Forecasting
Robust budgeting and forecasting are essential for financial health and strategic planning. We assist in creating detailed budgets and forecasts, helping you plan for future growth, manage cash flow, and make informed financial decisions.
M&A Evaluation, Due Diligence
Navigating mergers and acquisitions requires careful evaluation and due diligence. We provide thorough assessments of potential deals, including financial analysis, risk assessment, and strategic fit, ensuring you make informed decisions that align with your business goals.
Compensation Plan Design
Attracting and retaining top talent requires competitive and fair compensation plans. We design compensation structures that align with your business objectives, industry standards, and employee expectations, ensuring your team feels valued and motivated.
Tax Optimization Strategies
Effective tax structures and planning can significantly impact your cash and bottom line. We work with your tax firm to develop tax optimization strategies to minimize tax liabilities and maximize savings.
Capital Sourcing
Access to capital is critical for growth and expansion. We assist in identifying and securing the right financing options for your business, including loans, investors, and grants, helping you achieve your financial goals.
Job and Inventory Costing
Accurate job and inventory costing are crucial for pricing, budgeting, and profitability analysis. We develop costing systems that help you understand your costs, set appropriate prices, and manage inventory effectively.
What is a Fractional CFO?
A fractional Chief Financial Officer (CFO) is a financial expert who works part-time or on a project basis for your business. We offer financial services and expertise on a contract basis for as long as you need us. A few benefits of hiring a fractional CFO:
What is a Fractional COO?
A fractional chief operating officer (COO) is a part-time executive who works as a contracted employee for a business, taking on the role of COO. Fractional COOs can be a good option for small to mid-sized businesses that don’t have the budget for a full-time COO. Just a few benefits of hiring a fractional COO: