August 11, 2015 Mike

Our Services

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.

  • Interim CFO and Fractional CFO Services.
  • Strategic Partner - Providing well thought-out trusted advice and services.  Serving as an Architect of shaping strategic choices, andTransformer by executing strategy.
  • Organizational design, change management acceleration.
  • Advisory Services - Strategic advice for restructuring and crisis management.
  • ERP Implementation - Harmonizing processes, tools and people for successful implementations.
  • Special Projects - Assisting management in completing projects and meeting deadlines.
  • Coaching - Mentoring and coaching of personnel to help them reach their potential.

Mergers & Acquisitions and Business Development

We provide Mergers & Acquisitions support ranging from identifying targets to serving as everything from lead negotiator to performing due diligence and managing integration acceleration.  WPI has successfully experience managing and leading corporate carve-outs, including those with significant international operations.

Business Development - WPI develops winning strategies that unlock performance potential.  Our process is dynamic and anticipatory based on understanding the industry and market demographics.

  • Market evaluation and assessment of future value changes.  
  • Analysis of both clients and their competition - including "pocket margin" analysis.
  • High value target (HVT) identification and development.
  • International market analysis and penetration strategy.

International Expertise

WPI has significant international experience, and approximately 1/3 of our work is international. Our work has taken us to every continent except Antarctica.

  • International Market Analysis – Market demographic studies and analysis.
    • Assess competitive landscape
    • Market penetration strategy
    • Analyze revenue enhancement opportunities
  • Start-up and Ramp-up – Overcoming challenges for initial success.
  • Operational and Strategic Enhancements - Deploy operational initiatives.
  • Regulatory Environment – Address and navigate through regulatory issues.
  • Fraud Training & Awareness Programs – Specifically tailored to address risks.
  • Cross-Cultural Communication – Training and workshops to bridge cross-cultural communication barriers.

Optimization Programs

We take the complex world and simplify it.  Our insight allows clients to see through complexity and discern underlying patterns  to unlock your company‘s performance potential.  Our programs and expertise can analyze up to 2,000 variables to help clients optimize and transform their business.

  • Plant production efficiency.
  • Decision and risk analysis programs. 
  • Logistical optimization models.
  • Pricing optimization models.

Sustainable Cost Reduction (SCR)
Cost reduction programs specifically tailored to your business to improve business fundamentals resulting in improved performance. WPI's SCR program is a rigorous, not ruthless approach to cost reductions.

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. This is an extremely popular program with over 150 graduates.

Economic Value Added (EVA)
Training participants on EVA concepts and usage as a more accurate performance measurement than net income, EBITDA, and EBIT. 

IT Training
Whether training and support for new systems or upgrading skills for use on current systems, WPI is well versed in various system training (including SAP).

“WPI achieved the impossible in taking on an Accounting Department with a normal 3-week month-end close period and transformed that into a consistent 2-3 day process. I wholeheartedly recommend WPI for any role on the finance side of your business.”
Dave Adkinson
President, Becker Electric
Faster Close – “Amazing! An objective initially though impossible resulted in a 75% reduction in close time with same personnel and no system changes.”
Bob Manning
CFO, Lykins Energy Solutions
“WPI did an exceptional job in their consulting work for Taylor Communications. Mike Phillips filled a critical role with almost no ramp-up time and was able to effectively engage with all levels of personnel from executives to staff accountants. The staff viewed him as a coach and he was able to get them to have higher levels of productivity and gain a heightened understanding of how to translate accounting data into useful information that would allow the line executives to make better decisions.”
Ben Cutting
CFO, Taylor Communications
“Michael Phillips’ work experience and understanding of psychology and human nature makes him very effective in designing organizational structure and motivating personnel.”
Clayton Bernardes
CFO, Onya do Brasil
“Bringing in WPI was the best return on investment we’ve had in 40 years of business.”
Kay Winn
Executive Vice President, Carraway Minerals
“WPI opened doors and broke down barriers to help us build relationships needed to continue operating and expand.”
David Podmeyer
General Manager, DuPont White Pigment
“Weldon Phillips identified and captured a large client that increased our sales 25% and improved profitability by 60%.” 
 Steve Adams
Principal, LPG Environmental
“This is a great training program, and I really enjoyed the format.”
Training Participant (USA)
“Simply the best training I’ve ever done.” 
Training Participant (Mexico)