Who We Are

Using our extensive cross-functional operational and financial experience, we partner with you to provide mindful advisory. At OPFI Advisory Solutions, we guide development and implementation of strategies to enhance operational foundations that support revenue stream and financial growth. We partner with you to scale your business. OPFI is different because we comprehensively understand operations and financials, collaborating with you to further enhance your ideas and goals. Together we can broaden your strategic business path.

STRATEGIC ADVISORY

We leverage operational and financial analysis to identify opportunities for enhancement and growth and excel at working with entities of any size or makeup from start-ups to established businesses. We have experience with and can provide your business the following:

· Pro Forma Financials

· Operational Growth Plans

· Management Evaluations

· Supply Chain Risk Assessments

PROJECT LEADERSHIP & MANAGEMENT

We have substantial experience managing highly complex projects. Our customers realize a significant ROI by partnering with non-recurring resources to accomplish a permanent value driven result. Project examples include:

· Risk Management Enhancement

· Capital Expenditure Review, Purchase & Implementation

· ERP & Payroll System Evaluation & Setup

· Logistics Cost Analysis

· Processes & Procedures Streamlining

COO & CFO STRATEGIC INTERIM ROLES

Any organization can benefit from the intuition and knowledge that an experienced independent opinion provides. We specialize in executive level guidance for business leaders, including short-term and long-term strategic planning and management leadership.  Effective leaders have many qualities, the most important traits to us are:

· Integrity

· Trust

· Communication

· Passion

· Focus