Consulting
We offer business consulting around four specific areas including Sales, Service Delivery, Financial Analysis, and Succession Planning. We help you sort out the good ideas from the bad, and show you what has been keeping you from moving forward.
Choose an individual consulting package that
meets your current need:
Holistic Business Assessment
The Bering McKinley holistic Business Assessment is a one of a kind experience. This is an intensive 3-hour engagement with owners and company leaders. You will be challenged to gather all your independent thoughts and plans into one comprehensive assessment format. A seasoned Bering McKinley Consultant will go through over 100 different scenarios and questions regarding Sales, Service, Financials, and Personnel. You will receive an independent, non-biased view of your business which you can then use to prioritize and plan your improvements around. Past participants report a sense of clarity and precision on “what to do next” after going through the experience.
Financial Analysis & Consulting
Many owners report that they either don’t know what to report on or don’t make it a priority to consistently review those numbers. But you need mastery of your numbers to spot trends, prevent poor decisions and grow. We literally wrote the book on financial analysis for IT Solution Providers. We have 14 key financial benchmarks you can truly calculate and take action on. Not 100’s of strangely nuanced “interesting” benchmarks. Our Compass program provides one-on-one monthly and quarterly financial guidance for less than the cost of most gym memberships. Let us help you gain a deeper understanding of the WHY behind your bottom line and what to do next.
Service Delivery Consulting
Your Service Department must evolve. It’s not enough to just solve your client’s technical issues. It’s not enough to have a bunch of recurring revenue. If you want to achieve the next level, you have to master dispatching, staff performance management, key financial metrics, pricing theory, and of course, creating a signature experience every time.
Sales Consulting
Your business, your market, and your service offerings are constantly changing. Your sales people and strategy need to evolve as well. We teach you how to manage sales activities, not just sales people. From helping you hire your first appointment setter to working out a new compensation plan, we are with you every stage of the way. Achieve your goals with a strong sales force. Let’s not forget your sales people. We have trained 100’s of sales people over the years. Selling IT Services is not easy. In fact, it’s very difficult. We train you and your staff on the fundamentals of selling and the more complex aspects.
Business Sale & Succession Planning
We recognize that most IT Solution Provider owners are not ready to be considered for a sale or have not taken steps to ensure a successful succession plan is in place. Start by working with a team that can help you build a game plan to get you to your desired goals. Bering McKinley specializes in helping IT Solution Provider owners determine and achieve their desired goals.
Our Packaging Your Business for the Right Kind of Buyer takes a systematic approach to position your business for the greatest dollar payout.
In this package, we will:
- Identify which areas of your business need attention
- Develop an “Operational Roadmap” to maximize a smooth handoff
- Conduct a thorough financial analysis, providing recommendations and implementation for a clear understanding of your financials
- Identifying the right type buyers for your business: private equity, competitors, employees, etc.
- Develop a 1-3-5-10 year plan on where the business needs to be to sell for the greatest amount to any type of buyer