LGD & Associates
LGD & Associates
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  • Our Trifecta System

Our Advisory Framework

A structured, multi-phase financial strategy designed to give you total control over your cash flow, pricing and profitability. 

Our Trifecta System

Phase 1: Cash Flow Sprint (Survival)

Phase 2: Gross Margin Evaluation (Delivery)

Phase 2: Gross Margin Evaluation (Delivery)

We map out your cash movements weeks ahead to eliminate guesswork.  By building a dynamic 13-week cash flow model, we help you navigate seasonal fluctuations, manage payroll smoothly, and reduce the likelihood of unexpected overhead catching you off guard. 

Phase 2: Gross Margin Evaluation (Delivery)

Phase 2: Gross Margin Evaluation (Delivery)

Phase 2: Gross Margin Evaluation (Delivery)

 Revenue doesn't matter if your gross margins are eroding. We analyze your direct labor, materials, and equipment costs to confirm your pricing accurately reflects your true cost of delivery—allowing you to generate healthy cash flow on every sale. 

Phase 3: Net Margin Audit (Structure)

Phase 2: Gross Margin Evaluation (Delivery)

Phase 3: Net Margin Audit (Structure)

 Profitability requires structural discipline. We dive deep into your operating expenses, debt commitments, and capital expenditures to protect your bottom line, and confirm that profits convert into real bank account liquidity. 

After the Trifecta: Ongoing Monitoring & Guidance

Strategic financial management isn't a one-time project!

Once your cash flow, pricing and margins are on solid footing, we act as your ongoing financial partner—providing: 


  • Your 13-week cash flow model, updated with actual results
  • A monthly performance review covering cash, margins, and key trends
  • Pricing check-ins as labor, material, and equipment costs change
  • Guidance on major decisions such as hiring, equipment purchases, or financing



In short: You get a structured system that keeps your cash strong, your pricing right, and your margins protected — while you stay in the driver’s seat. 

Schedule Your No Cost 30-Minute discovery Call

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