ROCKPORT ADVISORY

 

We guide business owners and the management of private companies with an array of consulting services through the following market offerings: Startup Consulting; CFO Services; Business Planning; Strategy and Operations; and Craft Brewery Advisory. Our services are a cost-effective way to create value, support growth, and/or analyze strategic alternatives. ROCKPORT ADVISORY market offerings are summarized below.

 

STARTUP CONSULTING

Rockport supports startup companies with strategic consulting services as they grow and/or prepare for a liquidity event. We develop a relationship with the client with a goal to create value as a trusted advisor. Depending on the client’s needs, we develop a project plan, propose and execute a set of services, and/or introduce the client to specialized advisors and consultants who will team with Rockport. We form a collaborative relationship with the client, and seek to match our service areas and market offerings with their needs.

 

CFO SERVICES

To meet the needs of several clients, Rockport supports the treasury, finance and accounting functions of private companies. This involves areas such as: company financial strategy and leadership; liaison to advisors and investors; oversee and approve revenue generation processes; optimization of costs and expenses; preparation of financial statements and reports; management of accounting systems and software; and development of internal controls.

 

BUSINESS PLANNING

Business owners and advisors contact Rockport for assistance in the growth and potential future sale of the company. Rockport is positioned to support companies through the development of business plans, presentations to potential investors and capital providers, and introductions to consulting firms that may provide the company with the right expertise.

 

STRATEGY AND OPERATIONS

Rockport is ready to assist private company leadership with their strategy and operations. Ordinarily, our role in the company’s finance function provides us with a point of view on key business processes. We share our insight and work directly with leadership to initiate, measure, and manage change within the company.

 

CRAFT BREWERY ADVISORY

Rockport Investment Partners was initially founded through a partnership of brothers, Nathan and Tim Klatt, with a goal to integrate management consulting with the passion to support and advise craft brewers, breweries and their investors. Accordingly, we offer a set of consulting services that advances the goals of craft brewers and investors in their efforts to build sustainable breweries that serve and support communities. These include the following: vision and strategy; organizational documents; beer recipes and branding; community development; licensing support; fundraising plan; financial back office; build or buy decision; equipment and material sourcing; and sales, marketing and distribution.