Financial Strategy &
Ownership Transition
Karri Howlett Consulting provides financial strategy advice to companies evaluating growth strategies, restructuring, or going through an ownership transition.
Financial Strategy
Companies can benefit from a third party who can give an objective view of their financial forecasts and question the completeness of the strategy and its presentation. Karri Howlett Consulting is experienced in mergers and acquisitions and financial forecasting across many industries and many businesses ranging from startups to complex, multi-billion-dollar companies. We help entrepreneurs identify key financial drivers to maximize mutual benefits to the company and the investor.
Financial Strategy and Governance Offerings
Karri Howlett Consulting provides corporate strategy advisement, risk analysis, and financial modelling for public and private businesses in a variety of industries including:
Business strategy development including goal setting at various levels within the organization
Financial forecasting and financial risk management planning
Cash flow forecasting and analysis
Business plan development
Implementation and enhancement of governance structures
Implementation and enhancement of enterprise risk management framework
Advisement on mergers, acquisitions, divestitures, financing, privatization, recapitalizations
Post-merger integration synergy creation
Strategy and team development facilitation
Ownership Transition
Buying or selling a business is an important way for companies to deliver on their business purpose in a more fulfilling way. Businesses that are clear on their purpose during ownership transition find aligned partners and close the transaction faster than businesses who do not have that clarity.
With experience navigating both the buyer and seller sides of businesses, Karri Howlett Consulting knows that the true success of the transaction is what your combined companies can create together. Post-merger integration is much more natural when the clarity of the business purpose is communicated to employees who can then create and deliver the solutions that are in alignment.