Financial & Data Analysis
Financial Advisory & Forensics
Find the waste. Fix the leverage
Financial credibility heading into a board review, lender conversation, or transaction, backed by consistent KPI reporting and defensible analysis
The work
Senior-led work that holds up.
Deep financial analysis that exposes margin leaks, mispriced work, and operational drag — then turns findings into a prioritized action plan with measurable improvement.
Who it’s for
Business owners and operating CFOs who know the business is underperforming financially but cannot pinpoint exactly where — which products, customers, or cost centers are dragging the result.
The critical turn
When the P&L is moving the wrong direction and management reporting doesn't explain why. When margins are eroding quarter after quarter without a clear cause. When the business needs to improve EBITDA — not just understand it.
How it works
A clear path to a result that holds
Deep-dive review of financials, cost structure, pricing, and working capital — 2 to 3 years of operating history
Review margin views by product, customer, channel, or location — exposing where money is actually made and lost
Quantify improvement opportunities; test assumptions against transactional data; identify the actions that move EBITDA
Translate findings into a prioritized action plan with owners, timing, and measurable targets — then stay to see it land
What we do
What every engagement includes
Profitability KPIs
Analyze profitability KPIs by product, customer, location, service line and contract (gross margin %, contribution %, EBITDA margin)
Cost and pricing fixes
Identify cost, pricing, and working capital improvements with clear evidence
Test assumptions
Test management assumptions against transactional, financial and operational data
Redesigned dashboards
Redesign management reporting and dashboards around a focused set of KPIs that support timely operation decisions
Prioritized action plan
Translate findings into a prioritized action plan with clear owners, timing, target KPIs and expected financial impact
Outcomes
What you walk away with
Clear P&L picture
A clear picture of where money is actually made and lost — by product, customer, or channel
Quantified opportunities
Quantified improvement opportunities with measurable targets — not vague themes
Decision-driving dashboards
Management reporting and Dashboards that drive operating decisions, not just describes the past
EBITDA improvement
Tangible EBITDA improvement within the fiscal year
Financial credibility
Financial credibility heading into a board review, lender conversation, or transaction, backed by consistent KPI reporting and defensible analysis
Why Inglewood
Experience on every side of the table.
We read financial statements like operators, not auditors. Our advisors have run P&Ls, managed working capital under pressure, and sat across the table from lenders. We don't just diagnose — we stay long enough to see the change land.
Common questions
Questions we hear early
It is a senior-led diagnostic that goes beneath the statements to the real drivers of performance, surfacing hidden waste and cost leakage that ordinary reporting obscures. Unlike an audit, which tests whether the numbers are stated correctly, this work explains what the numbers are actually telling you and quantifies the dollar impact of what it finds. You come away with a clear diagnosis of the true financial condition rather than a compliance opinion.
It is built for owners and boards who sense underperformance or margin erosion the monthly financials do not explain and want a candid senior read before committing to a course. The right moment is a critical turn: ahead of a transaction, a turnaround, or a leadership change, when you need the true financial condition before you act. Engaging before the decision, rather than after, is what makes the diagnosis useful.
You get a clear diagnosis of what is really happening in numbers you can act on, hidden waste and leakage made visible with dollar impact, and a short list of strategic objectives tied to the findings rather than theory. You also get an honest call on which engagement the situation warrants. The goal is decision confidence: committing to a course knowing the true financial condition.
The diagnosis routes into the discipline it warrants, carried forward by the same senior team, whether that is advisory, a fractional CFO seat, quality-of-earnings work, or planning. Inglewood names the right next step candidly rather than defaulting every situation into a larger engagement. If a transaction is the path, that work continues under our Quality of Earnings discipline with continuity of team.
Since 1983, a senior partner leads every engagement, with senior-only teams and no layers between you and the analysis. That judgment is earned over four decades of turnarounds, transactions, and court appointments, so the read you get comes directly from the people doing the work. Findings are framed to inform your objectives, not to recap the past.
Related services
Often engaged alongside
Start the conversation
Request a consultation
Request a confidential deep-dive on your numbers
- A senior partner reads every request and responds personally.
- Confidential, and no obligation — a straight read on where you stand.
- Typically a reply within one business day.
Request a consultation
Request a consultation
Tell us about your situation. A senior partner reads every request and responds directly.