Approach

Rigorous attention to detail on every project and engagement

Approach

Rigorous attention to detail on every project and engagement

Every member of the Outliers’ team has a proven CFO track record. We’ve been in the trenches. And we know how to guide you to a successful outcome.

This is our approach

1

Define Goals

Clearly define goals for engagement and distill into statement of work

2

Plan

Develop customized work plan utilizing Outliers playbook

3

Fees & Scope

Set fee structure and overall fee expectations

4

Set Schedules

Establish schedule for weekly update calls with PE sponsor & CEO/CFO (CEO/CFO attendance at direction of PE sponsor)

5

Gain insight

Gain insight to understand sensitive topics, issues, connections within portfolio company

6

Execute

Execute workplan to schedule

7

Progress

Hold weekly update sessions discussing progress during last week and what areas are being worked now and next week

8

Delivery

Deliver on statement of work deliverables and end engagement per direction from PE firm & portfolio company management

“Optimizing overall portfolio returns is dependent upon maximizing results of your positive outliers and minimizing the impact and drain on resources of your negative outliers. We can help on both ends of the spectrum”

– Dan Stankey, Founder & CEO, Outliers, LLC

Schedule a consultation, today