WJB ADVISORY GROUP | INSTITUTIONAL PORTFOLIO INTERVENTIONS

The 90-Day Strategy Reality Check Diagnostic: An independent board-level audit framework to stress-test management growth logic and protect portfolio EBITDA. [Download the Playbook]

The Mid-Market Corporate Carve-Out Playbook: A systematic 100-day operational blueprint to isolate acquisitions, eliminate parent TSA dependency, and establish standalone margins. [Download the Playbook]

The Structural Working Capital Compression Framework: An operational supply chain blueprint for rapid cash extraction and balance sheet optimization. [Download the Playbook]

The Post-Merger Integration & Add-On Consolidation Playbook: A repeatable 60-day mechanism to standardize multi-site platforms and capture rapid purchasing synergies. [Download the Playbook]

The Mid-Market CFO Onboarding & Coaching Manual: An institutional transition playbook to transform platform finance departments into sponsor-ready strategic assets. [Download the Playbook]