Financial Planning

Petit LLC has the in -house experience needed to do financial modeling for many uses.  If a three year pro-forma is needed for credit or loan facilities, we can do that.  Perhaps analysis is needed to quantify the effect a new equipment purchase will have on operational expenses.  We can do that.  Petit LLC has the expertise to create detailed financial projections for any need.

Businesses often lack the time or resources to step back and take a comprehensive look at all facets of their supply chain.  Are there alternative suppliers?  IS there a quicker delivery process that can reduce the revenue cycle?  Is there something in the company’s processes that are creating operational inefficiencies that are exasperating the supply chain process.  Petit LLC has the experts to examine these and other topics related to a company’s supply chain.

Almost all businesses understand that profitability is great but cash flow is even more important.  We create cash flow models and projections that help businesses plan for the future

Successful businesses know what their expenses are.  However, many businesses have not completed an in depth review of all expenses with a critical eye that Petit LLC will.  We will examine every expense and identify any that are excessive relative to industry comparables.

Understanding the real cost of a large capital expenditure is rarely examined at the level of detail that Petit LLC does.  We examine not only the immediate effect of the capital expenditure, we also examine any additional liabilities that will result from the expenditure.  Also, we can create a simple ROI and break even analysis for any capital expenditures.

Petit LLC will meet with all members of a company’s leadership team, observe all operations and create a SWOT analysis that is focused and concise.  Then we will help the business develop how to overcome their weaknesses and build their strengths

From standard bookings of flights and accommodations to large scale planning for boat trips, private planes, events, and conferences, Petit LLC takes care of  all the details, research, budgeting, and allocation of resources.

Petit LLC has deep experience with commercial lending.  We can review any mortgage or property financing document and provide guidance.  Financial markets are always changing so it's wise for companies to regularly review their debt.

We will review any leases a company has.  Whether it's a long term lease on the company’s location or an equipment lease, PEtit LLC will examine the terms and conditions and make specific recommendations if a change is warranted. 

Often businesses do not realize that leasing may be a better option to purchasing mission critical equipment outright.  Petit LLC can help explore equipment leasing options before a business makes such a large financial commitment.  More importantly, we help businesses make sure the equipment will be accretive to profitability.