Fiscal
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Best-in-class consultant
With its hands-on approach, seasoned network of consultants and demonstrated skills in fiscal strategy, CLM Advisors is helping to improve the economy one business at a time.

BY SUSAN BLOOM

From football coaches to life coaches, the value of having an experienced adviser on board to help hone your skills, drive best practices and boost your performance can’t be underestimated. And the same holds true in business.

Studies show that many businesses today aren’t meeting their full potential in terms of sales, profitability, efficiency, growth, employee satisfaction or customer experience and could benefit from the guidance of a business coach. Thanks to its proactive, hands-on, consultative approach and demonstrated business acumen, Washington Township, N.J.-based CLM Advisors has established leadership in this very area, successfully helping local business owners across a broad range of industries to increase their profitability, manage change and build greater value in their business.

“We help business owners think about their long range plan — where they are now and where they want to go — and draw a financial roadmap from there,” shared CLM Advisors CEO and Principal Consultant Charles Muracco, CPA, an over 20-year veteran of the financial consulting industry who launched the practice in 2013. “We then set up smaller, more attainable goals to help clients get to their destination and meet with them on a regular basis to review their actual performance, compare it to the forecast and address any variances.”

Taking Businesses to the Next Level
As part of their comprehensive consultative services, CLM Advisors’ team of 11 seasoned associates can help identify inefficiencies or opportunities for fiscal improvement in a range of areas. “For instance, we can assess if the right people are in the right positions and help a business realign its team for maximum success,” Muracco said. “On the operational side, we can assess a company’s systems and software (e.g., ERP, CRM, inventory, accounting, etc.) and determine if they’re appropriate or need to be changed, and on the ‘process’ side, we can review and optimize the process by which forecasts are developed, reviewed and communicated back to team members to ensure a seamless loop of information.”

According to Muracco, “We regularly teach clients about financial ratios and how to read and interpret key financial statements such as the income (P/L) statement, cash flow and balance sheet and help companies identify key business and strategic issues. We can also bring in industry-specific experts from our extensive professional network — from operating efficiency consultants to experts in IT, sales, marketing, finance, legal and more — to help businesses get to the next level,” he said.

Serving the greater Philadelphia area and southern and central New Jersey, CLM Advisors works with businesses in all industries, from medical practices to companies in wholesale distribution, manufacturing, construction, property management, retail and more, and supports clients of all sizes, from $500,000 in sales to over $100 million, and in all phases of maturity. In all cases, “We’re proud of the personalized, hands-on approach we take to each business and the strong, long-term relationships we’ve developed with clients over many years,” Muracco said of his boutique consulting firm.

Operating on convenient fixed-fee arrangements that can be cancelled at any time, “We love to help businesses that find themselves ‘stuck’ in the grind of everyday operations and aren’t visualizing their end goal or practicing the activities that will get them there,” Muracco said. “We help companies work‘on’ the business, not just ‘in’ the business, and remove obstacles to help them achieve their goal or define it in the first place.”

Proud of a loyal client base that’s come back month after month and year after year for continued access to CLM’s best-in-class coaching — “many have become friends as much as clients,” he said — “we push the envelope, challenge our clients to get to the next level and help them be the best they can be,” Muracco said. “We want to help businesses move the needle and are extremely gratified to see them achieve success.”

For More Information
CLM Advisors is located at 344 Egg Harbor Road in Washington Township (Gloucester County), N.J. and can be reached at (856) 589-3100 or by visiting clmadvisors.net.