Step 1 of 8 · The business
What is this business really worth - and where is it leaking money?
Meridian Tool & Automation: $63M across two entities, four segments, run well by instinct.
What we doBut the data can’t keep up - two ERPs that don’t talk, job costs in spreadsheets, pricing in one estimator’s head. Before we can answer anything, we have to get the raw material into one place.
QuickBooksXerospreadsheets
What it unlocksTo know what it’s worth and where it leaks, the numbers first have to be trustworthy. Today they aren’t.
Day one - the raw material
QuickBooks · MAIXero · PTFjob spreadsheetsa BOM in one head
Two systems that don’t reconcile, job costs in spreadsheets, pricing nobody wrote down. Nothing ties yet - that’s what the next steps fix, one at a time.