Where We Can Help

The Watchorn Advisory Group can help senior managers and their leadership teams by providing both experience and expertise in virtually all areas of financial services. Not only can we help to address challenges in general management and strategy but we can also access specialists who are knowledgeable in each and every aspect of the business. Specifically, we can help when:

  • All the organization's resources are committed to existing projects but a high priority opportunity or challenge needs qualified and experienced people.
  • An external perspective is required.
  • Time constraints are such that required actions cannot be completed on schedule.
  • A complex new project, product, service or process has been designed or developed but resources are lacking to manage implementation.

Our areas of expertise include but are not limited to the following:

Strategic Planning

Working with the senior leadership team we can help to develop a new direction or we can assess and confirm an existing plan. Once a plan has been approved we can also help in its implementation.

Distribution Development

Companies today are faced with many questions about how they should distribute their products.

  • Should a proprietary channel be established or maintained?
  • How should multiple distribution systems be managed with a minimum of channel conflict?
  • Should manufacturing and distribution be separated?
  • How does the cost of distribution get factored into pricing?
  • What compensation system best serves the company, the customer and the distributor?

We can help answer all these and other related questions.

Risk Management and Compliance

The regulators, Company Boards and senior management are placing increasing emphasis on proper risk management systems. This is essential to not only avoid potential disasters but also to take full advantage of opportunities. At the same time, compliance must be actively managed, both from a regulatory and a market conduct perspective,  We can help companies evaluate the procedures already in place and then establish new ones to fill the gaps.

Financial Management

Good financial management starts with a thorough understanding of the drivers of profitability and the relationship between risk and return. We have been involved in the assessment of business plans, the development of financial reporting systems and the successful turnaround of money-losing operations.

Acquisitions and Dispositions

We can help a leadership team find the right acquisition, negotiate the terms and then in the implementation. We can also help determine what businesses should be sold and how this can best be handled.

 

Watchorn Advisory Group Inc.
16 Harper Ave, Toronto ON.  M4T 2K9
(416) 564-6767
clfw@watchornadvisors.com