HYPERGROWTH FINANCIAL AND OPERATIONAL CONSULTANTS

From strategy to execution — fast

HYPERGROWTH is a phase of rapid expansion companies experience as they scale. First coined by Alexander V. Izosimov in 2008 for an article in Harvard Business Review, “Hypergrowth” refers to the steep part of the S-curve where industries and firms grow at an explosive pace. Businesses rapidly expand, company valuation skyrockets, and the compound annual growth rate (CAGR) hits 40%+

Bartling Group has been providing Hypergrowth financial and operational consulting services for over 10 years and has been an integral part of making companies highly successful: both public and private.

MASSIVE CHALLENGES

MASSIVE OPPORTUNITY

Often the Management Team struggles with issues of size and complexity...and many are in roles with responsibilities that are new to them.

Hypergrowth requires things like systems and KPIs move from a should to a MUST.

The Company experiences new challenges with profitability, cash flow, capital requirements, quality issues and more.

In addition, challenges with rapid hiring, onboarding and skill development surface.

Everyone can see the success above the water.

Below the water is all of the hard work, risk, courage, doubts, action, discipline, sacrifices, late nights, disappointments, etc.

LET US HELP YOU MANAGE THE KEY FACTORS OF HYPERGROWTH

Access to capital and cash to fund the growth.

Raising capital to fund Hypergrowth requires:

a. Access to the capital community.
b. A detailed and accurate presentation of the opportunity available and the Company’s ability to capture the opportunity.
c. Confidently representing the Company valuation in negotiations.
d. An understanding of the deal's legal, tax, and financial ramifications to protect your investment.

Implementation of proper systems to capture priceless data.

Today’s world is driven by data. Identifying, installing and operating the systems necessary to capture your data will determine whether you are successful. Required steps are:

a. Identifying the best ERP system for your company.
b. Properly implementing the ERP system throughout the organization.
c. Determining the KPIs that must be captured.
d. Sourcing industry data that will be utilized.
e. Continual management of the data captured.

Analysis of KPIs and all data to steer the rocket ship.

Data is worthless unless it rapidly is consolidated, evaluated and used in decision making. Your top line, cost of goods, profitability and valuation depend on understanding the data and making proper decisions from it.

Building the valuation of the Company through strategic analysis and decision making.

Understanding the interplay between top-line growth, Brand value, Gross Margin and EBITDA, and how the company valuation is affected by each factor, will be key in exploding the value of the Company.

Exit strategy development and implementation at the proper time.

One eye must be focused on the exit strategy at all times. Details ignored along the way will surface to lower the valuation upon exit. Continual evaluation of exit strategies requires on-board expertise and experience.

It is difficult to hire one or two people who can bring the necessary skills to the table. Our team brings specific expertise targeted to navigate the key challenges surrounding your growth, tailored to provide the skills necessary for your Company’s situation.

YOUR PARTNERS IN GROWTH

We have an endless supply of energy, talent and innovative thinking that can help you grow your business rapidly. We bring this to your Company via a team approach that provides the necessary expertise in “real time” as your needs evolve. As a team, we can present immense strength to your Company when presenting to investors, financing sources and to the Board as you make decisions. We do not replace your outside counselors but can greatly reduce the amount the company will spend on these advisors. Our goal with every project is to assist you in dramatically increasing your Company's valuation.

LEADERSHIP

JEFF BARTLING founded Bartling Group in 2010, after retiring from the world of Public Accounting, to specifically help develop companies with Hypergrowth potential. After starting his career in a small CPA firm environment, he developed his expertise at Ernst & Young and then co-founded LWBJ Financial in Des Moines, Iowa. He retired as CEO in 2009, after 17 years, during which the firm grew to become one of the largest CPA and financial services firms in the Midwest. Jeff has been a CPA since 1983, has a BA in Accounting from Cedarville University and an MST in Taxation from Drake University.

The Bartling Group team includes C-level finance and operations executives across the country. All have held prior executive roles in public and private companies in a variety of industries. This group includes MBAs, CPAs, Attorneys and CFAs with diverse experience in areas ranging from FP&A, raising capital, negotiating and structuring financial transactions, corporate law, asset protection and risk management, managing diverse operations, CFO services, M&A, complex tax planning, ERP systems implementation, and successful exit strategies.

HYPERGROWTH SUCCESS

One of world’s fastest growing wellness brands of natural deodorant, soap and toothpaste. PROJECT: Brought in by Founders to lead financial\management operations from small regional brand through hyper-growth period. RESULTS: Became #1 selling Natural Deodorant in the US with distribution in Walmart, Target, Costco, CVS and a huge online sales platform. Sales grew ten-fold pre-sale. Sold to Global Strategic Distributor for nine figures. Retained by Buyer to handle all financial functions during TSA.

One of the largest moving and storage companies in the US. PROJECT: Provided FP&A services to various business units within company, spearheaded financial modeling and process improvement initiatives, assumed role of subject matter expert in manufacturing division for ERP implementation. Trained personnel and provided post go-live support. RESULTS: Supported transition to best practices including automated business processes and real-time KPI reporting.

For over a decade these engineers have been dedicated to developing the most effective medical grade light therapy devices on the market, recommended and loved by dermatologists, estheticians, and skincare professionals around the world. PROJECT: Provided outsourced CFO services to prepare company for sale. RESULTS: Identified issues that could impact valuation and/or due diligence process and worked with CEO to address and resolve. Provided sell-side due diligence for company sale.

Provider of packaged organic food; top five market share leader in exploding niche organic food category. PROJECT: Brought in by the majority owner to evaluate all financial operations, develop proper financial forecasts and assist in obtaining funding for Hypergrowth. RESULTS: Transition of materials sourcing and logistics process. Complete overhaul of forecasts and budgets. Funding received.

  • Consumer Packaged Goods

  • Advanced Manufacturing

  • Retail\ecommerce

  • Agribusiness

TARGETED INDUSTRIES

TARGETED COMPANIES

  • Proven business model with hyper-demand for the Company’s product or service

  • Profitable, or a rapid path to profitability is visible

  • High energy team hungry to grow the company

  • Looking for a standout factor, e.g., a strong CEO\team in an industry that needs disruption or a company with a unique product\service that sets them apart from others

OUR FOCUS

  • Strategic transformation consulting focused on Hypergrowth challenges

  • Implementation of systems targeted to capture key Company data

  • Analysis of KPIs and all data measurements in real time

  • Maximizing Company valuation through strategic decision making

  • CFO\Finance functions

  • Evaluation and development of exit strategy focus