Cash Flow Coach™
What is Cash Flow Coaching?
Cash Flow Coaching is a hands-on advisory service pairing you with a dedicated coach and our Excel-based Cash Flow Launcher™. Together you build a customized 13-week forecast, gaining weekly visibility into inflows, outflows, and liquidity so your team can make confident, data-driven financial decisions and learn more about how actions impact cash flow inside your organization in ways that make it easier for you to make changes and control your destiny.
What is the Cash Flow Launcher™?
It is our battle-tested, institution-approved 13-week forecasting model. Built in Excel and tied to your everyday operations, it tracks weekly variances, working capital movement, and liquidity gaps. Supported by live coaching, it shows how staffing, sales, and expenses shape your cash position.
Which businesses benefit most from Cash Flow Coaching?
Coaching is ideal for small to lower middle market companies facing tight liquidity, financial uncertainty, operational change, or rapid growth. It also suits leaders wanting to shift from reactive to proactive planning and improve communication with investors, lenders, and partners around a shared cash flow language and developing a cash flow culture internally that makes all employees aware of the impact of their actions.
How is your coaching different from traditional consulting?
Rather than creating long-term dependence on consultants, we teach your team to become self-sufficient. The Cash Flow Launcher™ simplifies forecasting so owners and managers run it independently. Sessions are practical, hands-on, and action-focused each week, combining education, structure, and real-time guidance for lasting results.
How often should I update my forecast?
Most companies update weekly to keep the forecast accurate and visible, tracking changes in sales, collections, expenses, and vendor payments. Businesses facing rapid shifts may update more often. Once the dashboard is maintained, this review can take as little as five minutes each week.
Business Turnaround Services
Which businesses benefit from your Turnaround Services?
We primarily serve small to lower middle market companies with revenues between $5 million and $50 million experiencing financial distress, declining profitability, or lender pressure. If your organization needs to regain control of cash flow, rebuild lender credibility, or refocus operations, our structured programs are built for you.
How long does the turnaround process take?
Most clients see measurable results within roughly four months, combining our 20-Day Proactive Assessment™ with the 100-Day Metric-based Action Plan(™) (MAP) turnaround. By contrast, most turnarounds attempted without these structured tools and frameworks statistically take more than a year, making our timeline significantly faster and more accountable.
What are the three turnaround programs?
We offer three structured, time-bound solutions: the 20-Day Proactive Assessment™ analyzes your situation and builds a roadmap; the 100-Day Metric-based Action Plan(™) (MAP) turnaround implements operational, financial, and strategic change; and the Turnaround Action Matrix Evaluation (TAME)™ is a proprietary system that evaluates key business functions to pinpoint strengths, weaknesses, and immediate action points hyper customized to each client.
What makes your approach different from other turnaround firms?
We combine science-based discipline with fixed-fee, fixed-timeline engagements and clear, measurable deliverables, so clients always know what to expect. Unlike firms billing open-ended hourly rates, Newpoint takes on the risk that the process is effective, eliminating uncertainty around both cost and outcome. Our track record stands out for finding issues and coming up with cost-effective and time-sensitive solutions.
Can Newpoint help my company avoid bankruptcy?
Yes. Many clients engage us before filing for bankruptcy. Our rapid 20-Day Proactive Assessment™ and focused action plans often stabilize operations and restore lender confidence before drastic measures become necessary. Early engagement gives you more options and meaningfully improves the likelihood of a successful recovery.
TRAIL Program & Subchapter V
What is the TRAIL Program?
TRAIL is our integrated framework combining five tools under one disciplined approach: Trustee, Receivership, Assignment for the Benefit of Creditors (ABC), Interim management (CRO or CXO), and Liquidation agent. It lets us step into complex bankruptcy, receivership, or creditor-driven situations and deliver coordinated oversight from start to resolution.
How quickly can Newpoint step into a distressed situation?
We are structured to respond rapidly once engaged or appointed, deploying resources immediately to assess the situation, secure assets, if needed, and establish communication protocols. Early involvement helps stabilize operations and preserve value. In almost all cases, Newpoint can begin an engagement within 24 hours of being contacted.
What is Subchapter V, and who qualifies?
Subchapter V is a streamlined Chapter 11 reorganization for small business debtors, effective February 2020. It lets qualifying businesses restructure debt without approval from impaired creditor classes while remaining in possession of their assets. It is available to both qualifying business entities and individual commercial debtors. There are several rules associated with qualifying. We can help you and your counsel determine if you can qualify.
Does the CETS Program work across different industries?
Yes. CETS is industry-agnostic and adaptable to a wide range of business models. We have experience across construction, manufacturing, real estate, transportation, healthcare, retail, hospitality, and service-based sectors. This flexibility lets us tailor oversight, restructuring strategies, and recovery approaches to the specific operational and financial realities of each case.
Litigation Consulting
What does a litigation consultant do?
A litigation consultant provides financial analysis, court-ready expert reports, and strategic insights that support legal cases. They help attorneys and clients interpret complex financial data, prepare for court proceedings, and strengthen arguments with factual, defensible evidence that stands up under scrutiny in both negotiation and litigation.
When should I hire a litigation consulting firm?
Engage a litigation consulting firm whenever your case involves financial complexity, such as fraud, application of preference or ownership of assets, or asset tracing. Early involvement ensures more accurate analysis and stronger case positioning, giving your legal team the financial clarity and support needed before key decisions and deadlines arrive.
What services does your litigation consulting cover?
We offer expert witness reports and testimony, forensic accounting and asset tracing, liquidation and solvency analysis, preference and avoidable transfer review, claims analysis, tax-related assessments, Chapter 11 monthly operating reports, and bankruptcy due diligence for buyers and sellers. Each engagement is customized to your specific case.
What is the role of an expert witness?
An expert witness analyzes financial data and provides objective testimony in court. Their role is to explain complex financial matters clearly and support claims with credible, defensible evidence. We prepare reports built to withstand scrutiny and back them with continuous support throughout your proceedings.
How does litigation consulting help in bankruptcy cases?
Our consultants assist with financial reporting, feasibility analysis, claims evaluation, and restructuring strategy across Chapter 11, Chapter 7, and Subchapter V matters. We support debtors, creditors, trustees, and committees, providing the financial clarity that improves compliance and strengthens outcomes throughout insolvency and restructuring proceedings.
CXO Services
What are CXO services?
CXO services deploy experienced C-suite executives, such as interim CEOs, CFOs, and COOs, directly into your organization during critical moments. Unlike traditional consulting, these leaders focus on execution: making decisions, implementing systems, and driving measurable results in real time during distress, transition, or rapid growth.
When should I hire interim CXO services?
Consider interim executives during financial or operational distress, turnarounds and restructuring, periods of rapid growth, or unexpected leadership gaps. Businesses often wait until problems escalate, but early engagement significantly improves outcomes by stabilizing operations, maintaining continuity, and ensuring systems evolve alongside the company.
What roles can Newpoint fill?
We provide interim CEO, CFO, and COO leadership, plus Chief Administrative, Sales, Marketing, People, and Technology Officer support. We deploy the right executive with the right expertise for your situation, whether the need is crisis management, financial oversight, operational optimization, or organizational transformation.
How is this different from regular consulting?
Many firms prepare reports or present strategies, but few execute under pressure. We focus on progress before perfection, prioritizing rapid data validation, actionable insights, clear stakeholder communication, and execution on aggressive timelines. Our executives take active roles and make informed decisions from day one.
What results can I expect, and is the engagement customizable?
Expect improved financial visibility, stronger cash flow management, better operational efficiency, and clearer reporting systems. We also build lasting processes and train your internal teams. Engagements are highly flexible, adjustable in scope, duration, and focus to match your specific goals, challenges, and budget.
Capital Solutions Group
What does the Capital Solutions Group do?
Our Capital Solutions Group helps lower middle market companies secure financing, restructure debt, and design capital structures supporting stability and growth. Acting as your strategic advisor and transaction manager, we represent your interests in negotiations with banks, private credit funds, asset-based lenders, mezzanine providers, and equity investors.
How do you determine the right financing solution?
We start with a detailed review of your financial performance, liquidity, debt obligations, and growth objectives using the TAME™ methodology. From there, we evaluate options like asset-based lending, cash flow loans, mezzanine financing, and equity to find the best balance of cost, flexibility, and long-term sustainability.
When should a company consider debt restructuring?
Consider restructuring when facing liquidity pressure, covenant breaches, lender exits, or declining cash flow. Early intervention improves your negotiation leverage, protects enterprise value, and increases the likelihood of securing favorable refinancing or recapitalization terms before pressures escalate beyond manageable levels.
What is the difference between asset-based lending and cash flow loans?
Asset-based lending uses collateral such as receivables or inventory to secure financing, while cash flow loans rely primarily on EBITDA and projected earnings. The right solution depends on your asset strength, profitability, and overall capital structure, which we assess as part of our strategic review.
How long does the capital raising process take?
Timelines vary with complexity, financial readiness, and lender appetite. On average, transactions take 30 to 120 days from strategy development through closing. Proper preparation and experienced execution significantly reduce delays, which is why we manage the entire process from teaser preparation to funding.
Still have a question about your situation?
Our advisors can walk you through examples of success and failure to enrich your decision.
Call 1-800-306-1250 or