Blue Wing Method
Strategy & Risk Management
Our SRM method sets the foundation for the future and growth of your company. This is your journey with Blue Wing leading your Strategy and Risk Management.
1 ANALYZE
We’ll design, build, and implement a risk management system for your business. We’ll take your owners, managers, and board members through a risk tolerance analysis to inform company culture. We’ll help you anticipate and mitigate potential threats if they become reality, and create safety plans for manufacturers that are compliant with federal and state guidelines.
KEY FOCUS AREAS INCLUDE
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1
Risk management: financial, operational, staffing and owners
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2
Assess Your Risk
- |A| Risk tolerance analysis and coalescence
- |B| Environmental scans
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3
Manage Risk
- |A| SWOT analyses
- |B| Design/implement risk management and safety plans
2 FACILITATE
We’ll work to raise capital — identifying possible sources, producing funding proposals, and integrating financing into existing financial systems. We’ll provide guidance on appropriate financing for each stage of your company’s growth and create a robust financing plan. This includes debt and equity financing for all stages of growth, operating agreements, investor arrangements, and tax planning.
KEY FOCUS AREAS INCLUDE
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1
Identify capital sources and produce funding proposals
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2
Integrate financing into existing financial systems
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3
Create a financial plan based on each stage of company growth
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4
Clear expectations: operating agreements, investor arrangements and tax planning
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5
Debt financing, line of credit management, equity financing
3 IMPLEMENT
We’ll manage assets and liabilities for multiple firms, joint ventures, co-packing and contract production agreements. We’ll focus on expansion across state lines and into national distribution. We’ll identify liabilities and nexus for sales, franchise, and income tax, and implement compliance systems for all state and federal guidelines.
KEY FOCUS AREAS INCLUDE
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1
Manage assets and liabilities for multiple firms, joint ventures, co-packing and contract production agreements
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2
Manage expansion and national distribution
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3
Identify liabilities and nexus for sales, franchise, and income tax, and implement compliance systems
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4
Perform due diligence for investors, mergers and growth to ensure state and federal compliance
4 EVALUATE
We’ll facilitate strategic planning sessions with managers and core staff to create cross-functional teams for staff input, buy-in, and accountability. We’ll create a financial and operational road map for you to achieve all of your business goals. We’ll help you identify leverage points to maximize your network of stakeholders.
KEY FOCUS AREAS INCLUDE
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1
Strategic planning sessions with managers and core staff
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2
Create cross-functional teams for input, buy-in and accountability
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3
Create financial and operational road map to achieve business goals
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4
Clear Models
- |A| Model financial projections
- |B| Ensure an accurate and attainable exit strategy
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5
Distill created value and identify leverage points for stakeholders
5 SCALE
We’ll identify certifications and industry associations that are a best-fit for you to leverage and augment your brand and networks. We’ll manage the application and certification process, integrate certification standards into your business operations, and maximize your certification and trade group memberships. In short, we’ll help you lead the industry on all fronts.
KEY FOCUS AREAS INCLUDE
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1
Identify and leverage certifications and associations that are best-fit
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2
Manage application and certification process
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3
Maximize certification and trade group memberships
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4
Maximize quality management and control systems
Download Printable Version
We have created two printable versions of the Blue Wing CFO Method. One is a summary of the 5 key processes and the other is a detailed look at the workflow steps in each process.
