Expert Assurance Plan

Expert Assurance Plan

Experience has shown that private mid-market companies benefit from having ongoing access to an independent advisor, who can help guide them through delicate situations and provide objective, independent advice. Too often management gets caught up in the day-to-day action and overlooks the immediate challenge as being a signal the market is shifting. Companies without a resource to view the business from the 20,000-foot level, or that lack individuals with real world experience in dealing with the challenges of today’s global economic environment, are operating at a disadvantage.

If management knows what to look for and recognizes the signals, strategic and tactical challenges often appear on the horizon well in advance of becoming reality, let alone a crisis. These situations call for action, and left unattended will eventually lead to problems. Too often KH Advisors is called in response to a fire, rather than a pre-emptive ongoing approach to managing the business and adjusting tactics to meet upcoming changes in the business environment.

When the CEO relies only on the senior staff for counsel, these meetings become expanded staff meetings with the stronger executives still pushing their own agenda. It takes an outsider, yet an outsider with an insider’s perspective to provide independent objective advice.

KH Advisors Expert Assurance Plan

What is it?

• Instant access to an independent advisor who knows your business
• The perspective of an expert looking at your business from the 20,000-foot level
• On-site meetings 1-2 days a quarter to validate current strategies and tactics
• Monthly off-site review of financial data, sales forecasts and business metrics
• Unlimited telephone consultations throughout the year
• Fixed annual fee—no surprise invoices at quarter’s end

Why do you need it?

• To stay focused on the bigger picture through an expert advisor not caught up in the day-to-day details
• To identify changes in the business environment that will require a change in the company’s tactics or strategy
• Being on the front end of market and competitive shifts allows you to be proactive instead of reactive
• Having an experienced sounding board—that has been in your shoes—can make the difference in whether the organization moves forward or becomes paralyzed by the fear of failure
• CEOs benefit from expert, independent counsel on delicate and critical situations