Partners

of The Peñate Group

our partners

Fractional CXOs

Fractional CXOs have precious time between assignments to make an impact. They find our ability to rapidly impact operating expenses and improve cash-flow of great value for their client engagments.

The insurance market is highly competitive. Differentiation is increasingly difficult and premiums are constantly on the rise.  They find our cost reduction capabilities for OPEX a welcomed introduction to help thier clients offset the inevitable rising cost of insurance rates. 

PEOs/HROs help clients protect their human capital by providing a level of compliance and support through the employee’s life.  Our proven ability to reduce operating expenses is consistent with their mission to protect assets.

CPAs are uniquely qualified as Trusted Advisors helping their clients make the most intelligent finncial decisions.  They include our cost reduction cash flow generating capabilities into their service offering.

The financial, wealth management and private banking industry is highly competitive. Private bankers and wealth managers are dedicated to their client’s financial health and prosperity.  They understand the positive impact of our cost reduction model on their clients financials and profitability. 

Associations serve as a primary source for contacts, knowledge and advantaged access to specialized skills and services.  They find our unique success based model to reducing operating expenses is an excellent addition to their member offering.

Private Equity firms aim to improve the value of their portfolio through a myriad of financial and market strategies.   Our abillity to impact EBIDTA and valuations with our strategic and disciplined cost reduction model is an important contributor to their value acceleration goals.

  • Fractional CXOs have precious time between assignments to make an impact. They find ERA’s profound experience reducing costs in over 50 indirect/non-core expense categories a highly efficient way to quickly create value by generating cash flow to fund growth initiatives while improving profitability and valuation for their clients allowing them to focus on more strategic growth and operational initiatives.
  • In a recent study conducted by American Express, 85% of CFOs say their organization will need to improve efforts to cut costs this year. Yet 76% also expect that they will need to invest for business growth. We can play a key role in both of these efforts by quickly identifying areas of cost savings without interrupting already stretched resources. These savings can be redeployed to fund growth initiatives.
  • The same study found that 89% of CFOs are looking to access new working capital while 70% say it’s likely they will reduce staff headcount. Every day we free up working capital for our clients and provide a better alternative to savings without reducing headcount which often comes with other negative implications.
  • The insurance market is highly competitive, differentiation is increasingly difficult and premiums are constantly on the rise. We help insurance brokers and agents offset the premium increases with effective audited cost reduction options which have a direct impact on cash flow which often more than offset premium rate increases.
  • Here’s how we make a difference:
  1. Broadening the conversation with over 50 different expense categories helps differentiate your relationship beyond the scope of just insurance.
  2. Our spectrum of services facilitates access to the C-suite beyond the confines of your offerings, positioning you as a strategic partner and trusted advisor. Trusted Advisors have a higher client retention rate.
  3. Offset price increases by providing quantifiable and audited savings, year over year, often exceeding the cost of price increases, giving you a powerful advantage against your competitors.
  4. Strengthen your clients’ bottom line and valuations. Every dollar saved translates into improved cash flow and (100%) contributes directly to the bottom line and EBTDA. Thus potentially providing a significant improvement to your clients’ valuation.
  5. Free up capital for growth investments. You can become part of the solution to your client’s growth investment challenges or opportunities, making you an integral part of their success story.
  • Become a Trusted Advisor differentiating yourself from others by offering your executive relationships the one thing they always want and need – improved cash flow. Don’t let others do for them what you can do with us. Earn a higher level of trust from the C-Suites and improve your client retention rate. Subject matter experts are valuable. But Trusted Advisors are indispensable!
  • PEOs/HROs help clients protect their human capital by providing a level of compliance and support through the employee’s life cycle better than the client can provide by themselves. They help companies reduce cost through process, policies and technology designed to more efficiently manage investment and reduce the risks associated with Human Resources.
  • Our cost reduction capabilities are a logical extension of a PEO/HRO mission to protect the company’s assets and investment. PEOs/HROs who work with us provide a level of differentiation not available to their competitors.
  • Here’s how we make a difference:
  1. Offset price increases by providing quantifiable and audited savings, year over year, often exceeding the cost of price increases, giving you a powerful advantage against your competitors.
  2. Broaden the conversation with over 50 different expense categories helps differentiate your relationship beyond the PEO/HRO scope.
  3. Access the C-suite beyond the confines of your offerings, positioning you as a strategic partner and trusted advisor. Trusted Advisors have a higher client retention rate.
  4. Strengthen the bottom line and valuation for your clients. Every dollar saved (100%) contributes directly to the bottom line and EBTDA, significantly improving your client’s valuation.
  5. Free up capital for growth investments. You can become part of the solution to your client’s growth investment challenges or opportunities, making you an integral part of their success story.
  • Become a Trusted Advisor differentiating yourself from other subject matter experts by gaining a higher level of trust from the C-Suite thus improving your client retention rate. Subject matter experts are valuable. But Trusted Advisors are indispensable!
  • CPAs are uniquely qualified as Trusted Advisors helping their clients make the most intelligent decisions that range from day to day to strategic long-range planning. This includes budgeting, cash management, financial planning, and investment planning to name a few. Often times they provide counsel on M&A strategy as well as exit plans and execution.
  • Our suite of services which includes cash flow improvement by way of cost containment through our ERA in addition to our advisory capabilities through our relationship with private equity, intermediaries and M&A advisors provides a unique advantage for CPA firms to support their clients at all stages of the life cycle, from growth, contraction, M&A to exit.
  • The financial, wealth management and private banking industry is highly competitive. Private bankers and wealth managers understand the importance of providing unique services as a point differentiation and “stickiness” in client relations. They often provide comprehensive wealth management services at times arranging for unique products or services outside their standard offering.
  • Private bankers support business owners with credit facilities, succession planning, risk protection strategies and cash flow solutions.
  • Our suite of services which includes cash flow improvement by way of cost containment through our ERA national partnership in addition to our advisory capabilities through our relationship with private equity, intermediaries and M&A advisors provides a unique advantages for CPA firms private bankers to support their clients at all stages of the life cycle, from growth, contraction, M&A to exit.
  • Associations serve as a primary source for contacts, knowledge and exclusive access to specialized skills and services. They often bring ethical professionals together to share resources, information, networking opportunities and education surrounding issues that impact their members.
  • Our suite of services which includes cash flow improvement by way of cost containment through our ERA national partnership in addition to our advisory capabilities through our relationship with private equity, intermediaries and M&A advisors provides a unique advantages for CPA firms private bankers to support their clients at all stages of the life cycle, from growth, contraction, M&A to exit.
  • Private Equity firms are continuously challenged to rapidly improve profitability without compromising quality or growth objectives.
  • With ERA we provide the following advantages for our PE partners.
  1. Our experienced consultants quickly identify where the hidden dollars are on over 50 indirect expense categories liberating cash flow and profitability while providing a multiplier effect to valuations. We engage in a collaborative treasure hunt with the portfolio leadership team.
  2. Ability to review multiple PE portfolio companies simultaneously.
  3. Due diligence support – high confidence savings estimates for platform investments and add-ons translates to competitive bidding advantages.
  4. Identify supplier risk
  5. Full visibility into indirect spend portfolio-wide. Tracks realized cost savings for bottom line impact.
  6. Monthly audited reports ensure improved EBTDA and valuations.
  7. Audit line item spending at the SKU level monitors for errors and compliance
  8. Average savings from 10%-40%

our partners

Fractional CXOs
  • Fractional CXOs have precious time between assignments to make an impact. They find ERA’s profound experience reducing costs in over 50 indirect/non-core expense categories a highly efficient way to quickly create value by generating cash flow to fund growth initiatives while improving profitability and valuation for their clients allowing them to focus on more strategic growth and operational initiatives.
  • In a recent study conducted by American Express, 85% of CFOs say their organization will need to improve efforts to cut costs this year. Yet 76% also expect that they will need to invest for business growth. We can play a key role in both of these efforts by quickly identifying areas of cost savings without interrupting already stretched resources. These savings can be redeployed to fund growth initiatives.
  • The same study found that 89% of CFOs are looking to access new working capital while 70% say it’s likely they will reduce staff headcount. Every day we free up working capital for our clients and provide a better alternative to savings without reducing headcount which often comes with other negative implications.
  • The insurance market is highly competitive, differentiation is increasingly difficult and premiums are constantly on the rise. We help insurance brokers and agents offset the premium increases with effective audited cost reduction options which have a direct impact on cash flow which often more than offset premium rate increases.
  • Here’s how we make a difference:
  1. Broadening the conversation with over 50 different expense categories helps differentiate your relationship beyond the scope of just insurance.
  2. Our spectrum of services facilitates access to the C-suite beyond the confines of your offerings, positioning you as a strategic partner and trusted advisor. Trusted Advisors have a higher client retention rate.
  3. Offset price increases by providing quantifiable and audited savings, year over year, often exceeding the cost of price increases, giving you a powerful advantage against your competitors.
  4. Strengthen your clients’ bottom line and valuations. Every dollar saved translates into improved cash flow and (100%) contributes directly to the bottom line and EBTDA. Thus potentially providing a significant improvement to your clients’ valuation.
  5. Free up capital for growth investments. You can become part of the solution to your client’s growth investment challenges or opportunities, making you an integral part of their success story.
  • Become a Trusted Advisor differentiating yourself from others by offering your executive relationships the one thing they always want and need – improved cash flow. Don’t let others do for them what you can do with us. Earn a higher level of trust from the C-Suites and improve your client retention rate. Subject matter experts are valuable. But Trusted Advisors are indispensable!
  • PEOs/HROs help clients protect their human capital by providing a level of compliance and support through the employee’s life cycle better than the client can provide by themselves. They help companies reduce cost through process, policies and technology designed to more efficiently manage investment and reduce the risks associated with Human Resources.
  • Our cost reduction capabilities are a logical extension of a PEO/HRO mission to protect the company’s assets and investment. PEOs/HROs who work with us provide a level of differentiation not available to their competitors.
  • Here’s how we make a difference:
  1. Offset price increases by providing quantifiable and audited savings, year over year, often exceeding the cost of price increases, giving you a powerful advantage against your competitors.
  2. Broaden the conversation with over 50 different expense categories helps differentiate your relationship beyond the PEO/HRO scope.
  3. Access the C-suite beyond the confines of your offerings, positioning you as a strategic partner and trusted advisor. Trusted Advisors have a higher client retention rate.
  4. Strengthen the bottom line and valuation for your clients. Every dollar saved (100%) contributes directly to the bottom line and EBTDA, significantly improving your client’s valuation.
  5. Free up capital for growth investments. You can become part of the solution to your client’s growth investment challenges or opportunities, making you an integral part of their success story.
  • Become a Trusted Advisor differentiating yourself from other subject matter experts by gaining a higher level of trust from the C-Suite thus improving your client retention rate. Subject matter experts are valuable. But Trusted Advisors are indispensable!
  • CPAs are uniquely qualified as Trusted Advisors helping their clients make the most intelligent decisions that range from day to day to strategic long-range planning. This includes budgeting, cash management, financial planning, and investment planning to name a few. Often times they provide counsel on M&A strategy as well as exit plans and execution.
  • Our suite of services which includes cash flow improvement by way of cost containment through our ERA in addition to our advisory capabilities through our relationship with private equity, intermediaries and M&A advisors provides a unique advantage for CPA firms to support their clients at all stages of the life cycle, from growth, contraction, M&A to exit.
  • The financial, wealth management and private banking industry is highly competitive. Private bankers and wealth managers understand the importance of providing unique services as a point differentiation and “stickiness” in client relations. They often provide comprehensive wealth management services at times arranging for unique products or services outside their standard offering.
  • Private bankers support business owners with credit facilities, succession planning, risk protection strategies and cash flow solutions.
  • Our suite of services which includes cash flow improvement by way of cost containment through our ERA national partnership in addition to our advisory capabilities through our relationship with private equity, intermediaries and M&A advisors provides a unique advantages for CPA firms private bankers to support their clients at all stages of the life cycle, from growth, contraction, M&A to exit.
  • Associations serve as a primary source for contacts, knowledge and exclusive access to specialized skills and services. They often bring ethical professionals together to share resources, information, networking opportunities and education surrounding issues that impact their members.
  • Our suite of services which includes cash flow improvement by way of cost containment through our ERA national partnership in addition to our advisory capabilities through our relationship with private equity, intermediaries and M&A advisors provides a unique advantages for CPA firms private bankers to support their clients at all stages of the life cycle, from growth, contraction, M&A to exit.
  • Private Equity firms are continuously challenged to rapidly improve profitability without compromising quality or growth objectives.
  • With ERA we provide the following advantages for our PE partners.
  1. Our experienced consultants quickly identify where the hidden dollars are on over 50 indirect expense categories liberating cash flow and profitability while providing a multiplier effect to valuations. We engage in a collaborative treasure hunt with the portfolio leadership team.
  2. Ability to review multiple PE portfolio companies simultaneously.
  3. Due diligence support – high confidence savings estimates for platform investments and add-ons translates to competitive bidding advantages.
  4. Identify supplier risk
  5. Full visibility into indirect spend portfolio-wide. Tracks realized cost savings for bottom line impact.
  6. Monthly audited reports ensure improved EBTDA and valuations.
  7. Audit line item spending at the SKU level monitors for errors and compliance
  8. Average savings from 10%-40%

our services

Cost Reduction

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M&A and Private
Equity Advisory

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CRO & CMO Advisory

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CFO Advisory

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Partnering with us offers businesses and professionals an established solution for swift cost reduction, improved cash flow, and heightened profitability, empowering growth initiatives and elevating client service within a competitive market.