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tsb & partners

Service Overview

Transactions & Advisory

A focused engagement designed to deliver clarity, a reliable forecast, and an operating cadence your team can run.

Overview

We align on goals and systems, calibrate the model, and establish a simple reporting cadence. The outcome is confident decision-making and investor-ready communication.

What’s Included

  • Discovery and diagnostic across metrics, margins, and cash
  • Forecast calibration and scenario planning
  • Streamlined close and reporting workflow
  • Weekly operating rhythm with priorities and owners

Deliverables

  • 90-day plan with milestones
  • Calibrated forecast and KPI pack
  • Board/Investor update template
  • Reporting templates that fit existing tools

Process

  1. Step 01

    Discovery & assessment

    (weeks 1-2)

  2. Step 02

    Financial diagnostic & model calibration

  3. Step 03

    Plan build & implementation support

  4. Step 04

    Operate & optimize with weekly cadence

FAQ

We begin with a short discovery to align on goals and current systems, then run a focused diagnostic to confirm scope and timeline.