Financial Excellence

Blending financial support and guidance with managerial expertise

Bring finance, purchasing, and contract perspectives to your supply chain with the LaneOPX team. Our experts blend finance strategies, managerial expertise, and manufacturing knowledge in order to build your enterprise’s budget and apply the right metrics to yield short and long-term financial success. From BLANK to BLANK to BLANK, LaneOPX guides teams and stakeholders through BLANK to reach Financial Excellence.

Advance your financial fitness potential

FINANCIAL EXCELLENCE SERVICES

A comprehensive outlook on your operation’s financial health and future

Budgeting & Forecasting

Gain an in-depth understanding of your operation’s potential through LaneOPX budgeting and forecasting services. Our detailed annual, five-year, and rolling forecasts act as a guide for variable compensation and other costs while providing advice for internal planning and external fundraising. We additionally provide support for resource and capital allocation, which offer more efficient use of your company’s precious capital, and administer sales compensation and other incentive plans to take the burden off management.

Analytics

There is always a savings to be found. We diligently analyze your operations to provide detailed analytics that are not just financial reports, but are roadmaps with applicable metrics that offer visible results. Rather than simply providing detailed analytics, we get to the core of your financial issues and then offer guidance to ensure your management team has the tools needed to improve operational results.

Reporting

Awareness at a detailed level is key for financial performance. We utilize your data for various operational and financial metrics––including executive/board level reporting and external reporting––to summarize relevant detailed financial performance results. Our internal dashboard reports (which serve as both financing support for banks or equity, function as compliance for external parties) summarize and trend Key Performance Indicators and ensure we locate root cause and key drivers of financial performance.

Private Equity Consulting

From diligence requests, back office process assessments, resource and capital allocation, and product models to fundraising support, we provide the execution––not theory––needed to rapidly and effectively increase the financial value of your enterprise while reducing risk and cost.

Financial Excellence with LaneOPX

client achievements are a testament to our value

LaneOPX has been the right management consultant for our company. Through multiple engagements, Bob has worked with our team to solve problems and lead the cultural and productivity transformation of our complex manufacturing environment. His passionate expertise with continuous improvement methods and organizational development has proven to be a major contributor to boost profitability and advance customer service. Bob’s understanding of our business situation, the ability to simultaneously see detail and the big picture and emphasis on looking for the best way forward contributed to the positive results that we achieved.

Chris Frank
Vice President, Human Resources – Veridiam

Bob has a proven ability for change management. He is quick to identify problems and implement sustainable solutions that enable operationally challenged companies to be successful. Bob was a key member of the operational diligence team when exploring the acquisition of RTI Electronics from Intricon Corporation (NASDAQ: IIN). After the transaction closed, Bob provided management stability and implemented a first 90 day plan focused on optimizing business processes, implementing lean operations and improving product quality. He delivered bottom line results and was a catalyst for cultural and performance improvement throughout the business.

Benjamin Goodman
Investment Professional, Shackleton Equity Partners