Operational reviews, financial planning and growth advisory for US businesses.
Sometimes doing more means fixing what is slowing you down. CMB Core works with owners and management teams to tighten operations, plan finances properly, and get the internal structures right so the rest of the business can grow without tripping over itself.
We do diagnostic and advisory work — not a software implementation in disguise. Our engagements produce written recommendations with priorities, costs, dependencies and timelines you can hand to your team to execute, or that we can support directly.
Our US advisory work draws on the parent group’s UK methodology and accounts for local context: federal and state employment law (Title VII, FLSA, ADA) for staffing reviews, IRS requirements for tax planning, state Secretary of State and FinCEN BOI reporting for governance work, and sector-specific federal regulation where applicable.
Diagnose, design, deliver, iterate. The structure is the same regardless of whether the work is a one-off operational review or a multi-year advisory retainer.
Document review (P&L, org chart, process docs, systems list). Interviews with founders, managers and selected staff. Issue mapping with root-cause analysis.
Issues ranked by impact, effort and dependency. Quick wins identified separately from structural work. Written diagnostic report delivered.
Specific recommendations with costs, timelines, dependencies and owners. Alternatives considered. Written plan you can act on without us.
Optional hands-on implementation support, governance check-ins, or quarterly reviews. You choose the level of ongoing involvement.
Documented diagnosis, prioritized action plan, financial model and dashboard. Everything in editable form that survives the engagement.
20–60 page report covering findings, root causes, prioritized recommendations, costs, timelines and dependencies. Editable Word and PDF.
Three-statement model with scenarios. Built in Excel so your CPA can extend it. Assumptions documented separately so you can edit them.
Operational dashboard with the metrics that actually matter for your business. Built on your existing tools (Sheets, Power BI, Looker) — no new software required.
Anonymized examples of recent Core engagements. Sector and scale changed; structure and outcomes accurate.
Six-week engagement. Process mapping across the client lifecycle, bottleneck analysis, recommendation set covering staffing, tooling and approvals.
Three-month engagement covering financial model build, monthly governance pack, KPI dashboard, and quarterly board pack template. Hands-on support during board meetings.
Eight-month engagement preparing the business for a US trade sale. Financial cleanup, governance documentation, customer concentration analysis, IP and IT due-diligence prep.
Indicative pricing in USD. Final scope and fee confirmed in writing before any engagement begins.
Discovery calls are free and last around forty-five minutes. We will tell you honestly whether we are the right fit.
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