Consultation
Profitability Analysis Engagement
Our flagship engagement maps revenue, direct costs, and overhead across every product line, branch, or division—then ranks corrective actions by financial impact.
Who This Is For
Owners and finance leaders at established businesses with annual revenue above TWD 50 million who suspect margin erosion but lack line-of-business clarity. Typical clients include regional manufacturers, multi-branch retailers, and professional services firms with more than one revenue stream.
What You Receive
A profitability map showing contribution margin by product, customer segment, or branch; an overhead allocation review; a ranked list of margin improvement actions with estimated TWD impact; and a ninety-minute findings presentation to your leadership team.
What Is Included
- Kickoff workshop with your CFO or finance manager
- Review of three years of P&L, cost centre reports, and inventory or job costing data
- Up to three on-site visits (production floor, warehouse, or branch)
- Interviews with department heads on cost drivers
- Draft findings memo at week four for your internal review
- Final report and presentation at week six
What Is Excluded
Tax filing, audit support, ERP implementation, and ongoing bookkeeping. We analyse and recommend; your team or external accountants execute accounting changes.
Process
Week 1: Data collection and kickoff. We agree on business units and margin definitions.
Weeks 2–3: Site visits and cost driver interviews. We reconcile reported margins with operational reality.
Week 4: Draft findings shared internally. You flag data gaps or context we may have missed.
Weeks 5–6: Final analysis, action ranking, and leadership presentation.
Preparation
Gather three years of monthly P&L statements, product or branch revenue breakdowns, and your current overhead allocation method. If you use an ERP, export cost centre reports for the same period.
Pricing
Engagements start at TWD 280,000 for a single business unit with up to two site visits. Multi-unit groups and cross-border operations are quoted after scoping.
Next Step
Request a scoping call and select “Profitability Analysis Engagement.” We will ask about your revenue mix, number of locations, and the decision you need to make with the findings.