Business Strategy Consultation

Gain clarity and direction with a personalized consultation focused on your manufacturing business's unique financial challenges and opportunities.

Request Your Consultation

Complete the form below to schedule your personalized business strategy consultation with one of our manufacturing financial experts.

Business days only. We'll confirm the exact time via email.

Select the areas you'd like to address in your consultation.

Why Schedule a Consultation?

Our strategic consultations have helped manufacturing businesses across New York identify opportunities, overcome challenges, and implement effective financial strategies.

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Tailored Financial Strategy

Receive a customized financial roadmap designed specifically for your manufacturing business's unique needs and goals.

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Cost Optimization

Identify hidden inefficiencies and implement proven cost-saving measures to improve your bottom line.

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Growth Planning

Develop a clear path for sustainable expansion with financing options and capital allocation strategies.

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Tax Efficiency

Discover industry-specific tax strategies and credits that can significantly reduce your tax burden.

Ready to Transform Your Business?

Our consultations have helped manufacturing businesses achieve an average of 18% increase in profitability within the first year.

Schedule Now

Our Consultation Process

A structured approach to understanding your business and delivering actionable insights.

01

Discovery Call

We begin with a 30-minute call to understand your business, challenges, and goals.

02

Financial Assessment

Our team analyzes your current financial position and identifies key opportunity areas.

03

Strategy Session

We present tailored recommendations in a comprehensive 90-minute consultation.

04

Implementation Plan

You'll receive a detailed action plan with clear next steps and expected outcomes.

Meet Your Strategy Consultants

Our team of experienced financial strategists specializes in the manufacturing industry. With decades of combined experience, we understand the unique challenges and opportunities your business faces.

Each consultation is led by a senior team member with extensive experience in manufacturing finance, ensuring you receive expert guidance tailored to your specific situation.

Industry-specific expertise in manufacturing
Certified financial professionals
Practical, actionable recommendations
Ongoing support and implementation guidance
Mendel Schapira, Strategy Consultant
Shloimy Roth, Tax Strategy Specialist
Rachel Lefkowitz, Financing Specialist
Rifky Eidlisz, Client Representative

Success Stories

See how our strategic consultations have transformed manufacturing businesses.

1

Metal Fabricator

A Brooklyn-based metal fabrication company was struggling with cash flow issues and rising production costs.

Our Solution:

Implemented cost accounting system and secured equipment financing with favorable terms.

Result:32% increase in operating margin
2

Food Processor

A family-owned food processing business needed to expand operations but lacked capital and tax efficiency.

Our Solution:

Restructured tax approach and secured SBA financing for expansion.

Result:$230K in tax savings, 40% growth
3

Electronics Manufacturer

A growing electronics manufacturer was missing R&D tax credits and struggling with multi-state tax compliance.

Our Solution:

Implemented R&D credit documentation system and streamlined multi-state compliance.

Result:$180K in R&D credits claimed

Frequently Asked Questions

How much does a consultation cost?

Initial strategy consultations are offered at $500, which is credited toward any services you engage with us. For existing clients, consultations are included as part of our ongoing service relationship.

How should I prepare for my consultation?

To maximize the value of your consultation, we recommend having recent financial statements, tax returns, and a list of your top business challenges and goals ready to discuss. Our team will provide a detailed preparation checklist after scheduling.

How long does the consultation process take?

The full consultation process typically spans 2-3 weeks, including the initial discovery call, our analysis period, the main strategy session, and delivery of your implementation plan. Urgent consultations can be expedited upon request.

What happens after the consultation?

Following your consultation, you'll receive a detailed implementation plan with clear action items. You can choose to implement these recommendations independently or engage our team for ongoing support and implementation assistance.

Ready to Transform Your Manufacturing Business?

Schedule your business strategy consultation today and take the first step toward optimized operations, reduced costs, and sustainable growth.

Schedule Your Consultation
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Schapira CPA

Schapira CPA Assistant

Hi there! I'm the Schapira CPA virtual assistant. How can I help you with your manufacturing business finances today?

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