JWM
Business advisory for owner-led organizations
Successful businesses grow in complexity.
JWM works alongside owners and leadership teams when the decisions required to run the business have become more sophisticated than the structure that got them here.
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As the business changes
More of almost everything—and a different kind of responsibility.
Multiple owners. More employees. More locations. More capital. More regulation. More risk. More opportunities. More consequential decisions.
The questions change
The questions change as the business changes.
How much capital should we retain?
Can we afford the next expansion?
Which part of the business actually creates value?
What happens if revenue falls 15%?
Should we borrow or use cash?
Do we need another executive—or simply better information?
A decision is more than a number
The books tell us what the company has. Financial management helps determine what it should do next.
$12.4M Revenue
$1.8M Cash
4 Owners
How much can the owners safely distribute?
Working capital · Debt · Capital expenditures · Taxes · Downside risk · Growth opportunities · Owner objectives
That’s not simply an accounting question.
Complementary thinking
Finance, operations, and strategy are connected in the real world.
Finance • Risk • Strategy
Fernando Borrego, CFA
Works at the intersection of financial information and decision-making: translating complexity into a clearer set of choices.
Operations • Organizations • Strategy
Aaron Proffer, MHA
Approaches business complexity through operations, organizational strategy, management, processes, and execution.
Profile details forthcoming.
Why advisory?
Stewardship is the work of leaving what has been entrusted to you stronger.
As organizations grow, the decisions facing their leaders become more complex, and more consequential. Experienced counsel helps leaders examine assumptions, understand risk, and consider alternatives before committing capital or changing course.
Insights & analysis
Work that shows how we think.
Short essays, analyses, research, and difficult business questions. Not content for content’s sake—thinking made available.