photo of an Operation Advisor meeting with his client

Management Advisory

Expert guidance for your success

Many companies can benefit from an outside point of view that is experienced in delivering results. Our team brings a fresh perspective to the table, offering innovative solutions tailored to your specific priorities. We're focused on accelerating the execution of your goals, providing immediate value and a strong return on investment for our clients. By partnering with us, you'll gain access to our expertise and insights, helping you to achieve your business objectives more efficiently and effectively.

Contact us to learn how we can unlock untapped potential, drive growth, and boost profitability for your business.

Management Advisory Services

Strategy Icon


We can help a business develop and implement a strategic plan for growth and improving profitability, ensuring they have the right resources to achieve its goals and objectives while mitigating potential risks and challenges that may arise along the way. We can also work with your team to develop solutions to your complex questions.

  • Strategic planning
  • Performance/EBITDA improvement and cost reduction
  • People strategy and incentive plans
  • Growth planning
  • Pricing
  • Market analysis, customer insights, and forecasting
  • Turnarounds
  • Preparing to sell
  • Post-merger integration
Operations Icon


Our team of experienced consultants provide strategic guidance and a hands-on approach to assist clients in optimizing their operations. Working closely with clients, we identify areas of improvement, develop action plans, and implement solutions that drive results.

  • Lean Six Sigma
  • Process improvement
  • Optimizing existing resources to create capacity
  • Inventory control
  • Supply chain management
  • Key performance measures dashboards and reporting
  • Data Analytics
  • Opex and overhead cost analysis
  • Zero-based budgeting
  • Scaling-up and expansions
  • Interim management
Technology consultant

Technology Consulting

We assist clients in leveraging technology to improve their operations. Our advisors provide guidance on selecting, implementing, and optimizing technology solutions, including enterprise resource planning (ERP) systems, people software (HRIS), customer relationship management (CRM) systems, supply chain software, and Business Intelligence (BI).

  • Software evaluation and selection – HRIS, CRM, ERP, WMS, BI – by an independent party
  • Project management for software implementations
  • Re-implementing software to get the most out of an existing technology investment
  • Analysis of IT spending and alignment to company strategy
Team Development

Team Development

We partner with clients to provide comprehensive solutions to support their teams' professional growth. We offer customized on-site training sessions and standalone development programs to help individuals build the skills and knowledge needed to succeed in their roles. In addition, our team provides a range of programs, including leadership development, process improvement, and supply chain management.

  • Focus on execution and performance
  • Leadership development
  • Individual & team coaching
  • Shop-floor stand-up meetings
  • Accountability meetings
  • Lean and process improvement
  • Effectively managing your supply chain
a light bulb with business ideas on it to illustrate business strategy

Management Advisory Benefits

  • Improve operational efficiency: A management advisor can help a business to identify inefficiencies and bottlenecks in their operations and implement strategies to streamline processes, implement technology, reduce costs, and increase productivity.
  • Increase profitability: By improving operational efficiency, reducing costs, improving pricing methods and optimizing inventory management, a management advisor can help a business to increase profitability.
  • Enhance customer service: We can help a business to develop and implement processes to improve customer services, such as faster response times, more personalized service, and improved communication with customers.
  • Optimize inventory management: Our operation advisors can help a business to manage their inventory more effectively, ensuring that they always have the right amount of stock on hand without overstocking and tying up valuable resources.
  • Strategic planning: We can help a business develop and implement a strategic plan for growth and expansion, ensuring they have the right resources to achieve its goals and objectives. They can also help the business identify and mitigate potential risks and challenges that may arise along the way.

Want to learn more about our Management Advisory services?

We would be happy to discuss how Trout CPA can help with your specific needs.