Core Services
Advisory/Mngt Consulting Services
Our team of seasoned professionals have all spent 2 decades plus as Founders, Chairmen, Treasurers, CEOs, Board Members, Raised $1-250M for Funds, Managed Funds & built world class teams. We can come do an assessment, suggest standard and unorthodox growth strategies, financing options and help create a growth plan that helps you achieve your goals.
CFO Services
Our team of finance professionals have all spent 2 decades plus as CFOs, Founders, Debt Financiers, Bankers,Treasurers, Private Equity Investors, VCs, Fund Managers and more that have transacted 6-10 figure deals consistently. We create Financial Models and Structures to find the best way to take in and utilize Debt and Equity, based upon your companies needs, your principals credit positions, your equity investment abilities to help you grow and organize your finances.
- Financial Modeling & Structure
- Capital Readiness
- Financial Strategy
- Real Estate Debt Financing (Mortgage, Construction, Equip Finance, Refis)
- Business Credit & Loan Services
- Equity Fundraising Services
- Capital Management
- Accounting Systems & Bookkeeping Services
Organizational Development
Our team of expert consultants focus on enhancing our clients’ internal capabilities. Organizations need to be agile to remain competitive, and they need to adapt predictively to new circumstances. All of these factors have repercussions on company structures and on the people working within or adjacent to the organizations. Our organizational development programs include leadership training, talent management, and process optimization. Our initial consultation assess the following areas: Vision & strategy, market & customers, products & services, structures & processes, leadership & culture, people & collaboration.
From here can assist you in the following ways:
- Conduct systematic analysis of the necessary changes, and support you in the design and execution of integral change management architectures
- Transforming your culture to be safe for employees and employers to communicate clearly & effectively
- Define a clear project framework with targets, opportunities & risks, realistic milestone and resource planning, a communication schedule, cost and success controlling, and professional process support
- Develop communication systems that are tailored to your specific target groups and that relate directly to the planned change
- Do a Values workshop with your Leadership team that helps you organize your team that most effectively, potentially restructuring their roles and responsibilities.
- Provide additional support teams, Q&A help desks or simply as a port of call to assist you in the dismissal process.
By creating documentation and processes, training leaders to operate exceptional teams and fostering cultures of innovation and efficiency, we empower our clients to handle long term success.
Marketing/Growth Services:
Our team of seasoned marketing professionals have grown Top Line Revenue in 100+ CPG companies over the last 30 yrs. We work in DTC & Retail to help grow companies further into the $8T a year CPG market. We’re committed to a natural and measured growth trajectory that places equal importance on topline and bottom-line revenue growth.
To achieve our results we
- Develop and execute a strategy to thrive in DTC, Amazon and other worthwhile online retailers
- Driving better traffic, improving, conversion, and more.
- Focused campaigns with consistent messaging and consumer targets.
- We help cultivate a community of super fans, influencers and thought leaders all excited about your brand.
- Engage our Creator Network to generate various types of content on various platforms
- We develop a sales and distribution strategy that includes channel and retailer prioritization, distributor network, pricing/margin, trade marketing, projected sales.
- Performance-Based Partnership Models to ensure success
M&A PREP PACKAGE
Identify
If you have
- Been in business for more than 2 years
- This isn’t your first business
- Are doing $1M in Gross Sales
- Are a CPG Health & Wellness Brand
Grow
Our goal is to grow and organize your company through our Core Services over 6-24 months to reach the targets for the acquisition phase.
Core Services:
- Advisory/Mngt Consulting
- Financial Services to attain money to grow the company
- CFO Services to structure and model growth trajectory
- Organizational Development Services
PAYMENTS : We charge a series of fees, commissions and equity to you for these services to grow you to $1M Ebitda in the next 6-24 months. These payments are modeled inside of your P&L sheet in order to scale your growth without hurting your bottom line.
Acquire
Once these milestones have been hit we start the acquisition process:
- Reach $4M Gross Sales or $1M Ebitda after team is paid – growth marketing
- 3 yrs in Business (3 yrs of full tax returns) at Acquisition point – CFO SERVICES
- Willingness to do some strategic and seller financing that will produce payments to the owner over 5 years – CFO SERVICES
- Willingness to stay on playing only to your core strengths in a Board position -org dev
- Willingness to let go of the CEO role -org dev
- Trust in our Team – org dev
Conclusion
OrgUpLevel stands out as a catalyst for growth.
By engaging with our team of advisory and financial service experts with several decades of experience, we look to bolster and stabilize your growth through marketing and organizational. The result we be the your desires actualized in reality.
