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Client Case Studies

At RK Fischer & Associates, we have worked with clients in a variety of industries who have used our services for very different reasons.  We have had clients who when they engaged our services knew exactly what they needed, such as a business plan to acquire financing. In other cases, we have worked with businesses who engaged us to help them uncover issues that were stagnating growth. 

We have clients that we have worked with one time who had a very specific requirement that they needed to address, and other clients that we have worked with on an ongoing basis.

For privacy reasons, client names and locations are not listed.  If you are looking for references or testimonials, please view what our clients say.  If upon engaging us for our services, IF you require additional references, we will be more than happy to put you in touch with clients we have worked with in the past.

This is not an all inclusive list, but we hope it will help you in determining if RK Fischer & Associates can help you and your business.

 

Our Client Engagements

 INDUSTRY

 Manufacturing 

 CHALLENGE

Senior management had doubts about their ability to launch products and had concerns around sales capabilities.

SERVICES PROVIDED

Marketing Plan
Go To Market Strategy
Structured Their Sales and Marketing Groups

RESULT 

A clear plan with objectives and priorities set. 

Food and Beverage 

Required start-up capital and their current business plan was not understood by banks and investors

Business Plan Assessment
Financial Model (5 Years)
Shareholder Advisement
Financial & Operational Review

Found shareholders to fund their business and received the financing they needed of (350K+) .

Business Broker 

Required marketing materials for starting his business. 

Branding
Website
Content Development
Brochure
LinkedIn Profile
PowerPoint Presentation 

Had branded materials that helped him market to clients online and offline.

Mergers & Acquisitions Firm

 Required marketing materials.

Web Plan
Web Content Writing  & Editing
SEO Optimization
Brochure Editing
Post Card 

Saved money by not using Corporate Ad Agency and they told us they have received compliments on their materials from both partners and clients alike.

Construction

Company was unprofitable and banks would not consider financing for working capital.

Financial & Operational Review
Restructured Chart of Accounts
Developed Cost Centre Accountability
Developed Compensation Plans
Revised Budget


Productivity improvements were realized and gross margins were significantly improved. They turned from unprofitable to profitable, so the loan was not required.

Manufacturer

 

Hired first sales rep and they were not performing. 

 

Sales Plan
Sales Process Development
Sales Wage, Commissions, KPIs
Sales Management Reporting

Provided structure for sales rep as well as the owners who was first sales person they had managed and provided them with a way to measure results.

 

 Medical

Needed to determine the best solution for choosing how to grow their practice.

 Financial Model

Each scenario had different variables such as office size, number of professionals. Calculating financial statements based on the different scenarios let them choose the option that fit with their goals.

 Medical

Results varied month to month and was not sure of the reason.

Financial Review
Budget

 

Requirement to change compensation plan as were paying staff for non-billed time.

Recreation 

Bank required Feasibility Study by third party for financing>
Required a Business Plan for expansion financing.

Feasibility Study
Business Plan

Received over $800K in start-up financing from lenders.
Received expansion financing from on of our preferred lenders.

 

 Recreation

Start-up who required financing from a bank. 

Feasibility Study 

We suggested they ask their lender if they needed a business plan or feasibility study, as they had long standing relationship with lender. The lender only needed a feasibility study, so it saved them the cost of a business plan.

 Manufacturer

Start-up who needed help with pricing and placement in the market. 

Pricing Models for each Channel
Developed Order Agreement in Concert with Lawyer
Developed Distribution Agreement in Concert with Lawyer 
Developed Presentation with their Graphic Designer
Attended meetings with them with their channels and provided coaching

Product now sold through large Canadian retailer
Client is now more prepared to take on next channel.

Non-Profit

Wanted to start utilizing Social Media for events and to increase membership

Social Media Strategy
Set-up Social Media sites 
Social Media Training
Social Media for Event 2 years in a row
Social Media Advertisement and Management


Set-up their social media strategy and sites and taught their staff how to manage ongoing. Performed their social media campaigns for trade shows 2 years in  a row. During this year's campaign they doubled followers on one platform.

 Manufacturer

Company was not profitable and had an incomplete MRP system implementation. They wanted ongoing business coaching. 

Delivered Budget
Implemented MRP System
Established weekly financial reviews for 18 months
Conducted 2-3 strategy one day sessions 

Owner redefined his role and began delegating key functions and tasks which improved the quality of their revenues. 

Security 

Owners wanted to gain a better handle on the business and implement more structure

Business Assessment 
Ongoing Financial Management

Are to make better informed decisions, reducing expenses, implementing processes. The implementation phase is still ongoing.

Helping business owners better manage their financials on an ongoing basis.

Our offices are located just outside Toronto within the GTA. We are able to provide many services to businesses across Canada remotely.

Our local service area includes:  Toronto, Peterborough, Bowmanville, Lindsay, Kawartha Lakes, Orillia, Clarington, Oshawa, Whitby, Ajax, Pickering, Port Perry, Uxbridge, Scarborough, Markham, Aurora, Newmarket, Bradford, Richmond Hill, Vaughan, Brampton, Mississauga, Burlington, Oakville and surrounding areas.

Contact us if you are outside our local service area and require service in person.

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