Phoenix Finance

Los Angeles/New York City


intro deck for prepared for Patrick Dunphy

June.27.2019

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We help your business bounce back and grow like never before.


We dive deep into the business realities, do a vast market research, understand where you fit in the big picture. Our proprietary double-blind financial analysis system shows the true potential of your business. It all comes down to numbers. We will face the facts together. We will help you cut down inefficiencies, help you make hard but right decisions.

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Our perfectionist attitude says it all. No redundancies are allowed in the workplace. We keep things simple, elegant, and most importantly clear for everyone to see. Without distractions, we are able to get things done. Our style speaks for itself. The way we look at numbers is reflected in the way we decorated our work space. Sleek, clean, perfect.

Our process is scientific.

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Deep Dive Business Analysis

We will talk to all of your customers. We will look at all the data points collected. Metrics. Feedback, findings. Measure it all against what the market says.

Strategy & Proprietary Algorithms

Mapping out all our findings and drawing the big picture is the next step. This is not a one time exercise but setting the groundwork for future iterations.

Execution Without Compromise

We will take small but sturdy steps towards the execution of the big business strategy. Cut down the fat first. No compromise. We will help you build on a clean slate.

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Partners

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Aurelia Black (PHD)

Managing Partner

LinkedIN


Aurelia has a PHD in finance with focus on middle class economics in the United States. She has been helping resurrect failing businesses since 1997.


"Precision requires practice, attention, relentless obsession over perfection. In 20 years I have not let a cent slip through my calculations." 

Joshua Hartz (MBA)

Senior Partner

LinkedIN


Joshua worked his way up in Financial Executive positions at some of the Fortune 500 companies. In 2009 he made a lifetime decision to help small businesses thrive instead.


"There is no room for emotional attachment in business. Hard decisions come at the crossroads of big opportunities, and there is no time to blink twice."

We get results.

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Case Study

BUSINESS ANALYSIS FOR ENTERPRISE X

Revelation of nearly missed opportunities


Enterprise X came to us in 2015. Their business had been stunted, successful, profitable, steady but reached the maximum level of its growth. With rising competition, startups launching new business ideas in their field, their business had been under threat. They wanted to act quick before starting to lose a huge chunk of their mid-tier customers to technology companies. However they didn't have the resources to analyze the current status.


Our analysis revealed three main pockets of potential growth areas, steps towards digital transition and last minute saves on slipping away customers.


See more below.  ▼

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Case Study

ZED RECORDS 300% GROWTH IN 2016

The company bounces back after 65 years in business


After going through a transition in high level management, Enterprise ZED was ready to bring in some fresh air into their business. They wanted to keep the best parts of the legacy business, and the trusted brand name by their customers. They had avoided trendy moves over many years and resisted the digital take-over in their industry. They were able to stick to the basics and what they know the best. Some of their staff had been there since the beginning. They employed people from 5 generations. They had a family like culture, however product suffered.


While ZED had been strongly rooted in tradition, the conservatism of the management had prevented the company from transitioning their systems into the digital space in a timely manner. In early 2012 competitors started rising in the market and quickly launched online offerings, at lower prices, for the lower end of the market. 


We helped ZED reposition their offering to protect their existing enterprise business. We connected them with the right partners to carry their offering into the cloud. We also identified new opportunities in the market, collaboration potential with industry partners in medical, aero-space and automative businesses. 


Read the full story.  ▼

Our Clients

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More Case Studies

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Book our first meeting


We only work with clients who we can really help. Before jumping into a long-term commitment, we like to take a day long meeting, get to know you and understand your business goals. If there is alignment we dedicate our full-time to your project for the next 12 months. No distractions. We only focus on your business. Our next availability for client selection meetings will run from August-September 2017. Please reach out and book your first meeting.






www.phoenixfinance.com
310.123.5555
1234 Main Street, Los Angeles CA 90001

Image attributions:


"Creative Commons Biba" by roland.lakis is licensed under CC BY 2.0
"Creative Commons Suit and Tie" by john.hope is licensed under CC BY 2.0

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