Strategize.
Organize.
Succeed.
Navigating Business Challenges Together
Numerous small and medium-sized businesses face challenges in overcoming
the obstacles of today's business landscape, which can be attributed to various factors.
A lack of understanding of business
operations and consumer behavior insights.
The lack of clarity surrounding
present or future market conditions.
A vision and strategy misalignment
Challenging to innovate or
promptly introduce new capabilities
Inadequate execution of
strategy and value attainment
An absence of business agility among employees, processes, and technology
Challenges Related to Market and Competition
• Business needs help to keep up with competition and decline in sales
• Develop a strategic plan to enable growth and compete effectively
• Consider industry, market, competitors, people, and products/services
• Conduct a comprehensive SWOT analysis to identify strengths, weaknesses, opportunities, and threats
• Establish stretch goals aimed at suitable targets and shift direction from "business-as-usual" to new business growth
• Work closely with a company to integrate internal views with the external marketplace
• Focus the company on the present and future, not the past
• Build a banking strategy to avoid or cure financial difficulties
• Develop a visionary strategic plan to secure the company's future based on knowledge of the market and competition
Operations Management Challenges
• As a small business owner, you may need help managing your finances
• You might be unsure how to track revenue and expenses systematically
• You may need help developing a written budget or business plan
• You might need to conduct regular financial reviews
• You may need knowledge of profitability analysis and reporting
• You might need help accurately calculating the actual cost of your employees
• You might need help conducting a risk assessment and mitigation
• Lack of expertise in financial management could affect your business's profitability and growth potential
• You might need help developing a strategic five-year plan
• Delegating tasks effectively can be overwhelming, and you may need help
• You need to identify your knowledge gaps and develop a plan to address them
• We can provide guidance and support in prioritizing and managing the critical operational elements of your business, including financial management, risk assessment, and strategic planning.
Lack of Leadership Support for Organizational Design Changes
• As businesses grow, it's important to assess organizational challenges and make necessary adjustments to meet external and internal forces.
• A common problem businesses face is the need for more leadership support for organizational design changes.
• Resistance to change, lack of understanding of the benefits of organizational design changes, and uncertainty about the impact of these changes on business outcomes.
• This can result in missed growth opportunities and challenges in achieving desired outcomes.
• Cost-effective support for objective decision-making to help businesses address this problem.
• Need assistance in assessing the strengths and opportunities of the business, examining the efficiency of daily operations, and providing guidance on industry trends, innovation, and competition.
• Need assistance in various functional areas, including sales, finance, marketing, administration, strategy, acquisitions, technology, succession, and executive hiring.
• Need some help to make necessary organizational design changes and take your company to the next level.
If you're tired of dealing with these problems...
About Us
At Glenoe Associates, we specialize in providing entrepreneurs with the tools and strategies they need to bring their business vision to life. We have worked in business management and consulting for private companies for over 50 years, so we know how to help you succeed and make money.
Our services include strategic planning, operations management, and organizational design. We work closely with our clients to develop custom solutions that respond to their unique challenges and help them achieve their goals.
At Glenoe Associates, we understand the importance of building strong, long-term relationships with our customers. We take the time to listen to your needs and concerns and work tirelessly to give you the advice and support you need to succeed.
Our team of experts works hard to stay current on the latest business management and organizational design trends and best practices. We use this knowledge and experience in every project, ensuring our customers get the best service and help possible.
If you are an entrepreneur looking to bring your company to the next level, look no further than Glenoe Associates. Connect with us today to learn more about how we can help you realize your business vision.
Strategic Planning
Every Sailboat Needs a Sail.
Careful planning drives growth. Glenoe helps clients construct grounded strategic plans that realistically address the future.
Smart strategic decisions secure the future based on your knowledge of:
• Your industry and market
•. Your competitors
• Your people
•. Your products and services
Strategic Plans will:
• Integrate internal views with the external marketplace
•. Focus your company direction on the present and future, not the past
•. Use SWOT* analysis to build specific action plans
•. Establish stretch goals aimed at the right targets
•. Shift your direction from “business-as-usual” to new business growth
•. Build your banking strategy to avoid or cure financial difficulties
*SWOT Analysis: Strengths, Weaknesses, Opportunities, Threats
(A method of analysis of the environment and the company's standing in it)
Operations Management
Business Owners Need to Know What They Don’t Know.
Running a small business is way more complicated than simply collecting money for products or services rendered. You hear opinions from multiple viewpoints, from customers to employees, lawyers, and bankers. But, does anyone see it all?
Even smart, knowledgeable, talented, and passionate business owners seldom embody all the expertise they need to succeed; to see it all. Getting past your wonderful widgets means knowing what you don’t know about running a business and managing finances.
Glenoe Associates helps clients prioritize and address the critical operational elements of business that include:
•. Systematic revenue and expense tracking for sound financial management
•. Written budgets, business plans, and regular financial reviews
•. Risk assessment and mitigation
•. Profitability variations, proofs, and reporting
•. The true employee costs, from compensation to benefits and overhead
•. Strategic five-year plans
•. The art of delegation and accountability
•. Trends in: markets, expenses, customers, technology…
•. Customer satisfaction measurement
Of course, there’s more. But if you know what you don’t know, finding help isn’t difficult. Ask us.
Organizational Design
Finding Leadership Support is a Skill
As businesses grow it's essential to understand how organizational design choices can influence business outcomes. External influences, events, and opportunities will have an impact. It’s important at times to step back and assess organizational challenges.
If form follows function, then where you want the business to go depends upon how you are structured. Successful organizations call upon knowledge, skill, and influences drawn from a range of functional expertise. Success depends on understanding both external and internal forces. And it requires unbiased, objective opinions that are always a challenge to get internally.
Glenoe Associates helps clients to adjust organizations as businesses grow; to get on the right track.
Glenoe can also provide appropriate additional resources to assist in a wide range of functional areas, including:
• Sales
• Finance
• Marketing
• Administration
• Strategy
• Acquisitions
• Technology
• Succession
• Innovation
• Competition
• Industry Trends
• Executive Hiring
We provide guidance not governance. We'll help you learn new ways to view your business, help organizing advisory board, examine strengths and opportunities and efficiency of daily operations. It's cost-effective support for objective decision-making that allows your management team to take your company to the next level.
Insight, Experience and Practical Advice
William A Larrenaga, C.P.A.
Bill is a Partner of Glenoe Associates LLC and a former partner of KPMG LLP, a Big Four Certified Public Accounting Firm. He provides broad experience in financial reporting, forecasting, operations, and financial management. He's skilled in helping clients establish budgets, assess financial risks, refine accounting practices, and stabilize accounting operations.
At KPMG, Bill held Leadership positions as Partner-in-Charge of the Mid-Atlantic and New England Internal Audit Services Practices and Partner-in-Charge of two KPMG offices. While at KPMG, Bill also served on the Board of Directors, which leads the Firm. His industry experience includes high-tech, manufacturing, construction, retail, and distribution. Bill has also conducted due diligence teams for acquisition-oriented clients, including leveraged buyout groups.
As an experienced resource for several mid-market and startup companies, Bill is a part-time Chief Financial Officer. He assists in forecasting, organization, business plan development, risk assessment, financial statement preparation, governance, and general business advice. Bill has consulted for companies with revenues ranging from $5M to $12B annually.
Bill's experience includes serving as a board member for private companies and non-profit organizations. He is a past member of the Audit Committee and a Fellow of the Massachusetts Historical Society. Bill is a graduate of Santa Clara University with a major in Accounting and a minor in Philosophy. He also acts as an Ambassador for Santa Clara University.
Jeffrey Ross
Jeff is the Managing Partner of Glenoe Associates LLC. His extensive business experience includes managing, purchasing, and selling businesses, focusing on corporate restructuring and revenue growth.
Ross has been responsible for operating and developing three mid-sized retailing and retirement services corporations. He's organized management teams and creating successful growth strategies for significantly increased revenue, including:
• Drug Store Chain: $7.4M to $60M & 31 stores in seventeen years - sold to CVS
• Pet Store Group: $14.8M to $31M & 17 stores in two years - sold to PetSmart
• Assisted Living Corporation: a restructured strategy for a nationwide expansion, beginning with 20 new assisted living projects
• Founding investor and board member of Boston Market
Glenoe Associates, led by Ross' extensive corporate management and turnaround experience, focuses on helping mid-size businesses ranging from $5M to $200M. Through strategic planning, operational assistance, bank financing, and the purchase or sale of assets, Glenoe advances business success.
Jeff graduated from Massachusetts College of Pharmacy with a BS in Pharmacy, and Harvard Business School, OPM-5 Executive Education Program.
Client Testimonials
"Jeff brings many years of operating experience an practical know how that really helps. He is not afraid to roll up his sleeves and dig in and will tell you early and clearly what he thinks. He will also be ready to help implement if the circumstances, ask for that."
-Steven Karol, Managing Partner, Watermill Group
"When I bought our family business from my dad, a classic entrepreneur, I realized I needed a broader range of opinions and unbiased advice than he did. Jeffrey assembled a top notch Board of Advisors from different fields – banking, retail, manufacturing, local influencers, etc. – Who is invaluable to me in the strategy and growth of my businesses. Jeffrey served as a member of this board for many years. Jeffrey has the ability to plow through ‘noise’ and roadblocks to get to the heart of an issue, and has a broad range of experiences to help find solutions. I value his advice and enjoy working with him."
-Charles Ribakoff, The Hard Motor Group
1 Wells Avenue
Suite 521
Newton, MA 02459
© 2010 Glenoe Associates LLC
jpr@glenoeassoc.com