Experience-based, illuminating solutions – simply stated, professionally executed.BusinessConsultingBulb6

For many of our clients, their business is their single biggest investment – of time, money, talent, or attention. For others, they invest these same assets in enhancing an organization that they believe in. At the end of the day, our clients want the organization to innovate, prosper, grow, and reach its full potential. With that objective in mind, our clients require advisors and consultants that will jump in, roll up their sleeves, deliver solutions, and assist them with implementing bright ideas to drive their business.

We firmly believe that your success is our success. Therefore, while we focus on delivering the number-crunching, financial, compliance, and data-focused services that you expect, we also strive to deliver value – and those “light bulb” ideas – in other areas that might surprise you. After first understanding your goals, we’ll provide a team that possesses deep expertise in multiple disciplines such as tax, accounting, auditing, IT audit, fraud, forensics, valuation, and internal controls. We strive to unlock your company’s value through critical thinking, innovative solutions, hard work, and know-how derived from a proven track record. Using the knowledge gained from tens of thousands of clients, CRI’s professionals can assist you with your construction company, financial institution, governmental entity, healthcare entity, medical practice, manufacturing or distribution company, nonprofit organization, or insurance company.

Buy or Lease – That is the Question

Is Your Business’ Ace a Board of Directors or an Advisory Board?

Is Your Buy-Sell Agreement Spelling Out Your Next Steps?

Is Captive Insurance Right for Your Company?

Client SNAPshot

CLIENT: Tech manufacturing and distribution company
SCOPE: Firm client of 35+ years owns multiple businesses and requested acquisition consulting for a potential addition. After purchasing new business, the owner also requested general business consulting for initial decisions and strategies.
PROJECTS: CRI helped determine initial acquisition decisions, such as purchase offer price and structure of the deal to maximize tax benefits. We also helped new business owner determine financial needs for operations and expansion. Services included cash flow projections and advising client throughout business loan process.
RETURNS: Purchased new business utilizing strategies that resulted in annual tax savings of approximately 20%. Obtained funding to financially support and grow the newly purchased business.
20% annual tax savings

Straight Talk 

Translating technical jargon into a plain English “text.”
We just had our annual planning meeting to lay out our goals and objectives for this year. The initiatives impact various areas of our business. I don’t think that we can pull off all of our ideas without some help. Can I bounce some of these off of you to see if you know someone that might be able to help?
SMALL BUSINESS OWNER
Absolutely! We always want to be the first team you call. Shoot those ideas over.
CRI
We’ve been hearing about new requirements in a couple of areas that might result in penalties or fines. We know that we need to update some of our procedures to incorporate those new requirements.
SMALL BUSINESS OWNER
We can definitely help with this type of project. Once you share the particular requirements, we’ll get together a team that understands the rules along with folks that understand internal controls. Together, they can help you meet those new requirements – and maybe even suggest control improvements.
CRI
Great! The next idea is a new product that we’d like to provide our customers. We don’t really have the additional resources to look at the cash flow implications or financing options. Could you recommend someone?
SMALL BUSINESS OWNER
As you know, numbers are our thing. We can actually assist you with this research and planning ourselves. Plus, we’ve got a great basis from our historical role with your company.
CRI
That would be perfect. We don’t really want to teach someone new all about the company since our goal is to move quickly. Next, we are looking at some new HR policies and procedures. Ideas?
SMALL BUSINESS OWNER
Well, honestly, legal counsel or an HR-specific team might be best for this initiative. And I do have a friend with this specialization that I can recommend.
CRI
I guess you can’t do EVERYTHING, right? OK, the last initiative surrounds a new billing process. We’ve been having issues with our billing process, so when I saw a related session at a recent conference, I had to join it. I brought some of the ideas back to the team, and they loved them. Some of the concepts, though, are harder to describe. The folks doing the presentation were using fancy words and jargon that really didn’t mean a lot to me. However, our team agreed the overall idea was on target.
SMALL BUSINESS OWNER
We do process improvement all of the time. We also pride ourselves on translating business jargon into plain English. We believe that a deep knowledge of any subject (including complex or new ones) is best displayed by explanation in simple, sound, executable ideas. I’m sure we can help you improve your billing process and incorporate these new ideas.
CRI
Wow, three out of four requests resulting in direct help from your team isn’t bad. Y’all are jacks-of-all-trades, aren’t you?
SMALL BUSINESS OWNER
Well, while numbers are our thing, we aren’t just “number nerds” or “bean counters.” We want to be your trusted business advisors. Do you want to catch up next week to move this conversation forward?
CRI
Definitely – let’s meet over lunch. Thanks for the initial feedback.
SMALL BUSINESS OWNER

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Practice Leader

Tommie Singleton
Tommie Singleton
Partner & Director of Consulting Services
256.762.5252
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