Operational Readiness

A Key to Profitable Growth & Successful Valuation ​

Keys To Maximizing Value

You need to operationalize your business to improve growth, reduce cost, increase EBITDA, raise capital efficiency, elevate valuation, and pave the way for raising capital and an exit

Deadly Sin # 1
Lack of Capital Efficiency

Dynamics

  • Sales Efficiency
  • CAC Payback
  • Sales Velocity
  • Upgrade Path
  • Expansion Motion
  • Customer Retention
  • Net Retention
  • Pricing
  • Gross Margin
  • Incorrect or insufficient resource allocation
  • Incentives
  • Compute Spend Mgmt
  • Revenue per Headcount
  • Burn Multiple

Impact

  1. Capital Efficiency is most important to Buyer/Investor in 2025
  2. Operating in the “Rule of 40” and “1.5X EBITDA to 1.0X revenue” zone

Deadly Sin # 2
Lack of Business Operationalization

Dynamics

  • Standardization in place
  • Math in place to assess performance and course correct
  • Forecasting Rigor
  • Operating Drills
  • Streamline & Automate. “Act 30/30” Principle, save waste by 30% in a process and use it to increase revenue by 30%
  • Organization. “80/20” Principle, each 80 for a project needs to have a qualified 20 to ensure the project is delivered
  • “3 X 20” Principle. Have 3 options to achieve the goal

Impact

  1. Lack of Alignment to the Strategic Plan
  2. Loss of focus and direction leading to confusion, wasted resources, increased risk, and negative impact on bottom line
  3. Deliver a cohesive financial plan that matches and supports the strategic plan, having challenged and validated assumptions

Operational Readiness Services
Phase 1

Phase 1. Risk Assessment: A Holistic Strategy | Financial | Operational Review

Identify gaps in strategy, capital efficiency, and bottlenecks across teams, workflows, and systems. Recommend a course of remedial action for streamlining and automation

  • Interviews: CEO, CRO, VP Product, CTO, CFO, FP&A etc.
  • Analytics: Lakeview Advisors internal analytics
  • Summary Report: Identify areas for improvement in your strategic/financial plan, Org structure, financial, operational, and management framework
  • Recommended Action Plan: Recommended remedial actions

Readiness Questionnaire

Operational Readiness Services
Phase 2

Phase 2. Lead/Oversee the specific implementation of the recommended remedial actions

  • The Lakeview Advisors team will supplement your FP&A/SWAT team
  • Perform the specific implementation of the recommended remedial actions
  • Strategic Planning Session with deep dives in the risk areas
  • Implement initiatives to optimize internal financial/operational processes, Org structure, drills, workflows, automation to drive efficiencies and operational reliability

A team of battle hardened CFOs and COOs who can team up with your FP&A, Operations, and Management teams to achieve your Growth, Capital Efficiency, Funding, and Exit goals

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