Capital Advisory Services
Turnaround & Restructure
Turning Point works with businesses that are experiencing financial issues due to rapid growth or retraction.
Whether the issue is cashflow, profitability, or covenant defaults, Turning Point can step in and immediately begin sourcing a solution.
Our team handles engagements ranging from Turnaround and Restructure Consulting, to Chief Restructure Officer appointments, to Receiverships. Our solutions-based approach is designed to create an infrastructure that will last long past our engagement.
We handle the most difficult turnaround situations focusing on the reality facing the business and work closely with Lenders and other stakeholders to help navigate through the choppy waters. Reach out to us today to get a free quote for our capital advisory services.
Elements of a Restructure.
Assessment & Financial Clean Up
Dashboarding / Financial Reporting to Track Progress
Detailed Forecast & Operating Plan
Implementation & Execution of Plan
Refinance or M&A Transaction to Stablize Operations
Expertise & Experience
Turning Point consultants and consulting teams have years of experience in finance and operational accounting, with companies in a variety of industry types and company sizes. We have worked with almost all of the National and Regional lenders and have developed good relationships with their workout groups.
Timely & Accurate
Our business and reputation are based on providing timely, accurate, and actionable financial deliverables, and translating those deliverables to actionable data.
Compatibility
Turning Point Consulting Teams work easily and well with your company and with the bankers, attorneys, creditors and other parties involved in any turnaround engagement.
Case Studies.
Client Testimonials.
“Working with Turning Point was transformational for Wimmer Solutions. They went beyond the numbers to create a mind shift change and, as a result, our finance function is not as fragile as it was. The Turning Point team was driven by data, quickly understood the personalities involved and created accountability to get us to a significantly better place financially. They instilled confidence immediately and have remained trusted advisors.”
-Matt Sauri, Wimmer Solutions
“Daco Corp brought Turning Point in at a key inflection point when we were dealing with transition in our accounting department. They quickly added value well beyond what we expected and, 4 years later, continued to benefit from the impact they delivered. Turning Point got us through what could have been a rocky time and transformed the way we think about finance. As a result, we are more mature financially and more confident running the business.”
-Steve Duffield, Daco Corp
“At Efinancial, we were a fast-growing life insurance distribution company. We quickly needed to align our growth with financial and operational processes that would support us during this time. Turning Point’s team quickly evaluated our reporting systems and metrics to help gain insight into our business.”
— Michael Rowell, CEO, Financial
“When Sagacity was introduced to Turning Point, we were at a crossroads. Having grown quickly, we saw that many of our processes and procedures needed to be upgraded or rethought. Turning Point’s significant experience with companies of various industries and sizes proved extremely helpful.”
— Nicole Vogel, CEO, Sagacity
“As a company, we were at a crossroads when we hired Turning Point. We had grown beyond our ability to control operational efficiency but didn’t have the resources to hire a full-time CFO. Revenues were up but the additional business was not growing our bottom line. We did not have the in-house expertise to manage the complexities brought on by our growth. We did not have a financial reporting system capable of helping us pinpoint our problems.”
— Dean E. Wilson, CEO, King-Electric
Interested in working with us?
Feel free to reach out to us to get a free quote for our services, or to ask any questions you may have about Turning Point.