Proven Results Across Industries

Driving $40M+ in Cost Savings During a Restructuring

Challenge:

A national sports-focused media company was preparing for a significant debt restructuring while facing pressure to reduce costs and improve cash flow visibility across multiple business units.

Solution:

Working closely with senior leadership and nine business units, we developed a fully automated, standardized financial model for the entire company. This reduced budgeting and forecast consolidation time from over a week to a single day, enabling faster decision-making.

We partnered with unit leaders to identify and implement strategic cost-saving measures, resulting in $43M in savings. This work played a key role in enabling a $600M out-of-court debt restructuring, stabilizing the business and setting it up for future growth.

Result:

- $43M in savings identified and executed

- Forecasting process reduced from 7+ days to 1 day

- Improved visibility into cash flow and profitability

- Supported leadership through a high-stakes restructuring process

Unlocking Millions in Tax Savings for Growing Companies

Challenge:

A portfolio of mid-sized companies across manufacturing, software, and oil & gas needed to maximize their R&D tax credit opportunities but lacked the in-house expertise to identify, document, and calculate eligible expenses while staying ASC-730 compliant.

Solution:

We partnered with 30+ client teams to conduct detailed planning interviews, analyze technical and financial data, and calculate both federal and state R&D credits. We ensured compliance by leading teams through the full process — from documentation to audit-ready reporting.

Result:

- Identified and claimed substantial tax savings across the portfolio

- Ensured compliance with federal and state regulations, reducing audit risk

- Built repeatable processes for future credit calculations, saving internal teams time and resources

Automating Budget-to-Actuals for a Growing Renewable Energy Portfolio

Challenge:

A renewable energy developer needed to consolidate and track budgets, forecasts, and actuals across dozens of solar, wind, and battery storage projects — a process that was becoming increasingly manual and time-consuming as the portfolio expanded.

Solution:

We rebuilt the budget-to-actuals reporting file from the ground up, introducing automation and a cleaner structure that allowed for faster data refreshes and easier variance analysis. We also led the development of a three-year Mid-Term Planning model, collaborating with stakeholders across multiple business units to create detailed, bottom-up forecasts.

Result:

- Cut monthly reporting prep time significantly, freeing the team for value-added analysis

- Improved visibility into project-level performance and financial health

- Provided leadership with consistent, accurate reporting to support better strategic decisions

Let’s Build Your Success Story Next

We help businesses like yours gain control of their numbers, improve decision-making, and free up time for growth.

Contact

+1 (713) 854-6025

Email

justin@barrettconsulting.net