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Case Studies

From helplessness
to best practice

I transform challenges into proven solutions for your success.

Tailor-made solutions for every industry

Logistics, IT, mechanical engineering, food, textiles or contract manufacturing: each industry and each company requires specific knowledge and customized solutions. In preparation and follow-up, I therefore create case studies that allow me to evaluate the planning, implementation, progress and results of a project in detail and to make the knowledge gained available for new tasks.

These case studies consistently show that companies across all industries benefit from comprehensive financing that adds its own unique value to the business.

From problem to solution:

Successful transformations

From numbers that need clarification to clear results:
Financial optimization in the logistics industry

Internal financial reporting was based almost exclusively on cost accounting. As a result, the reports were not very clear, which made interpreting the values time-consuming.

As a solution, I introduced clear and precise financial reporting. This now includes the balance sheet, cash flow and reconciliations.

Optimization of controlling:
From cost center chaos to transparency

Inadequately structured cost centers and missing divisional results led to unclear financial statement preparation and auditing. In addition, costly employee turnover was not properly recognized.

My solutions include the implementing an operating statement and strengthening sales controlling to better monitor sales, margins, customer categories and cross-selling.

Rethinking the management of receivables:
A path to greater liquidity and transparency

Liquidity was tight and there was a lack of transparency in reporting. There were no specialized managers for receivables and aging reporting was irregular. In addition, the high number of overdue receivables was not sufficiently analyzed.

My solutions include the introduction of regular workshops for the systematic processing of overdue receivables, clear guidelines for receivables management with a focus on overdue receivables and the logging of all debt collection measures.

Cost transparency and planning security:
Case study of a pharmaceutical project

The project suffered from a lack of transparency and data security in cost planning, which led to an existential crisis as the planned figures were inadequate and the schedule was stretched. In addition, the high workload for approval had not been planned for.

My solutions included systematically capturing all actual costs at the document level, creating transparency and data security through precise reporting, and budgeting the required working hours for approval.

Contribution margin in focus:
A mechanical engineering success story

Budgets and actuals for the projects were missing, as was a commercial valuation of the product lines and development projects. With no numbers-based sales analysis, the market opportunities were very unpredictable.

My solutions include the commercial evaluation of all product lines and development projects, focusing on fewer but more profitable collaborative projects and improving the organization of service and after market sales.

Effective reorientation and financial planning:
Success story of a family business

The family business was struggling with the high complexity of its various investment projects and a lack of transparency in its cost structure and financial planning. It also needed to replace shareholder loans with debt financing.

My solutions included the introduction clear cost centers and adjusted cost types for each project, the planning of the financial years in BAB format with seamless transfer to the P&L and a Holistic and transparent presentation of all key figures for loan approvals.

Company valuation made easy:
I create the optimal foundation

Mid-market companies often face the challenge of accurately assessing the company's value in events such as capital increases, investor participation or sales. Many companies do not adequately work with the balance sheet and do not use integrated financial planning, which multiplies the effort later on.

My solution lies in the integration and regular use of the balance sheet and the creation of a detailed financial plan, from which the company valuation can later be created.

Take a deep breath, call me, breathe easy:

Your expert for financial optimization

Emergency or proactive strategy: I'm here for you.

Leave the fear of losing control or making a mistake behind and instead invest in my comprehensive expertise.

Call me: As an expert for optimized number systems, I am available to you throughout Germany.