Industries We Serve

WPI provides Banks, and in particular, their clients services to improve performance and reduce their risk profile.  Our experienced team takes a common business sense approach in helping your clients in the following areas.

1. Loan Workouts - Treasury Management
2. Covenant Compliance
3. Business Turnaround
4. Inventory Management
5. AR and A/P Best Practices

WPI offers its entire portfolio of services to Business and Professional clients.  Most of WPI's work is focused on serving US based clients, and approximately 1/3 of our work is international.  WPI has worked in every continent except Antarctica.  We are well experienced in the following areas:

1. Distribution
2. Energy
3. Manufacturing
4. Mining
5. Pharmaceutical
6. Professional Services & Consulting
7. Property Management

CFO Services
CFO Services focus on meeting the challenges of under performing companies.  Services include Interim Support, Strategic Advice, Organizational Effectiveness & Coaching, ERP Implementation, Advisory Services, and Special Projects.

M&A and Business Development
WPI provides Mergers & Acquisitions support ranging from identifying targets and serving as lead negotiator to performing due diligence and managing integration acceleration.  WPI's Business Development consulting develops winning strategies that unlock performance potential.  Our process is dynamic and anticipatory based on understanding the industry and market demographics.

Optimization
Our Performance Optimization Programs provide insight to see through complexity and discern underlying patterns and unlock performance potential.  Our programs and expertise help clients optimize Plant Production Efficiency, Optimize Logistics, and Pricing.  WPI's Sustainable Cost Reduction program is a phased approach tailored tailored to your business to improve business fundamentals resulting in improved performance. 

Training
Finance and Accounting for Non-Finance Managers is a two day "Boot Camp" training program.  It raises the the overall financial IQ of the participant.

Private Equity (PE) owned companies are a focal point of WPI.  We have experience working with PE owned companies and understand their unique challenges. Our entire portfolio of services are available to PE clients. The most commonly used services are Interim CFO Services for New Acquisitions, Optimization programs (particularly Sustainable Cost Reductions) and international Business Development.

I. New Acquisitions - Interim CFO Services

1. Assisting the Management Team with transition issues.
2. Managing complex Carve-outs - WPI recently served as Project Manager for the carve-out of Noramco Inc. from Johnson & Johnson.
3. Expertise in Purchase Accounting and Audit completion. 
4. Organizational issues - Assisting with hiring and training an appropriate CFO or Controller. 
5. Managing a highly leveraged company and handling covenant compliance. 
6. Aggressively capturing synergies including recapture of Seller's environmental provisions. 
7. Board Preparation and Support
8. Financial Planning and Analysis.

II. Cash Generation Optimization - Special Projects

1. Sustainable Cost Reduction Programs using phased process analysis to identify, implement, capture cost reductions, and monitor for leakage.
2. Optimization - Process optimization for multi-plant companies, logistics optimization, and pricing optimization. 
3. NWC Reduction programs and guidance. 
4. Business Development - Business development, especially international business development.

III. Preparation for Sale

1. Business Tune-up and EBITDA improvement prior to sale.
2. Environmental - Analysis / steps to eliminate or reduce the need for a seller's environmental provision.

WPI also offers M&A support. However, every Private Equity firm WPI has worked with has tremendous talent for the entire front end of the deal.  Nonetheless, WPI has the talent and offers the services if needed.