Strategic Advisory

Effectively Strategize Growth & Resolve Issues

CAS strategic advisory services help owners and executives develop effective growth and exit strategies, as well as Timing is instrumental in achieving the best resolve specific business issues such as preparing for an audit by the Consumer Financial Protection Bureau (CFPB) or recruiting management/executive level personnel.

Our Strategic Advisory Services Include:

Comprehensive Business Assessment

Provide clients with a perspective on what aspects of their businesses drive and detract value; for certain needs, we will partner with other industry experts.

Regulatory Compliance Assessments

CAS has been designated as a preferred vendor for members of the Receivables Management Association (RMA) who need to establish or update their compliance management systems. We also provide mock assessments for OBS companies that require assistance preparing for their Consumer Financial Protection Bureau (CFPB) audit.

Financial Performance Reviews

We help our clients develop a contribution margin analysis, which determines the profitability by client, location, and/or service offering.

Contribution Margin Analysis

For clients preparing to sell their businesses, or who simply need to know the source of their profitability, we help them assess their company’s performance from the buyer’s perspective. This information has been extremely useful for clients who are also seeking to consolidate or grow their businesses, and need to better understand which of their clients, markets, and/or facilities are producing the greatest value for them.

Market Research

Expanding into a new market can be a daunting task. CAS helps our clients make smart buy vs build decisions by providing analysis and understanding of current and projected future trends in specific industries. To supplement our team, we maintain a network of seasoned professionals and expert consultants who can provide additional in-depth data to help determine the client’s best course of action.

Executive Recruitment

The value of most OBS companies is generated by its people. That’s why it is critical to have the right team supporting your needs. Within our areas of expertise, CAS maintains a strong network of talented executives and professional recruiters. Once we have determined what your company needs, we can tap many sources to identify qualified candidates to build a superior team.

CAS Competitive Advantage

We prioritize honesty, open communication, and collaboration with clients. Interested in learning more about our approach?

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