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About Us

Consulting Services

Ores and Company, Ltd.’s management consulting services include growth strategy, executive coaching, problem solving, process improvement, optimization, preparation to sell and turnaround consulting. Engagements can range from addressing a specific business area or situation to an all-inclusive review of a company’s strategies and operations.

Our engagements are designed to provide meaningful results that significantly contribute to your business’ long-term success. We orchestrate the process to provide direction, discipline, and focus throughout the engagement.

We are most successful when owners, managers and personnel are open to honest discussions, embrace the process, can complete analyses, and are willing to implement the needed changes to improve. Our approach is candid and direct. We will not hold back when exploring the strategies to reach your desired results. We encourage participation of interested internal and outside stakeholders as needed.

The most important initial step in a consulting engagement is to decide upon the strategy and goals and “size up” the risk and rewards. Ask yourself, where are we headed and how are we going to get there?

We focus on building and maintaining close relationships with our clients that add long-term value. We address our client’s unique issues enabling them to plan for the future and achieve their goals in an ever-changing financial and regulatory environment.

We welcome the opportunity to discuss your business challenges and issues.

Financial and Taxation

Ores and Company, Ltd. is a participant in the AICPA’s Peer Review Program.

Our firm has an outstanding reputation for reliable financial statements and its attest services. Ores has a large firm approach to attestation services. The focus is on clients generating reliable interim financial statements for decision making and planning purposes.

We have extensive experience in taxation at the federal and state levels. We have tax clients in multiple states and several entities based in other countries.

Consult with us.

Industry Expertise

Ores and Company, LTD.

Construction

Construction

Why pricing jobs to be competitive can price you right out of business.

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Construction: Is cost-plus pricing a mistake? How time and material projects can be key to a business’ profitability.

What are the crucial elements that need to be focused upon continually and with intensity for a successful, profitable construction company? Daily education about the industry and the business is critical. Think long term. Hire the best. Why key personnel need to focus on running and developing the business, not running projects.

Ores and Company, LTD.

Manufacturing

Manufacturing

Improving your efficiency is tantamount to success. Be a lean machine.

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Manufacturing: Manufacturing and product assembly are complex.

We can assist you with perfecting processes to achieve better results, eliminate waste and improve productivity. Constant focus and review of multiple variables is needed to drive your success and optimize efficiency. Supply chain and supply costs, pricing, equipment decisions, and attracting and retaining a competent workforce are keys to gaining a competitive advantage.  

Ores and Company, LTD.

Services

Services

The price of entry only goes so far.

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Services: Effective personnel, scheduling, and pricing strategies are critical for all service companies, whether providing technology consulting, professional, design, repair or other services. We can assist you in pinpointing the areas where modifications to your current strategies may be most beneficial to the business, now and into the future.  

Ores and Company, LTD.

Distribution

Distribution

A world of changing needs and tastes.

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Distribution: The distribution industry requires one to reinvent on a continual basis.

Diversification of both products and customers is key to a company’s survival; while researching additional representation partners. Represent the best manufacturers available and utilize comprehensive analytics. Strengthening relationships with all suppliers you represent is tantamount to success; be a true expert in all products you distribute.

Why Choose Us?

  • Our team has unparalleled experience working with hundreds of companies in numerous industries. We will provide ideas to explore with you and your team.
  • If you are interested in moving at a fast pace, we will encourage that approach so long as your team will complete assignments according to the timeline established.
  • We are always up front with our clients and believe in open, bi-directional communication.
  • We are more responsive because we are smaller. You are important to us. We will expect a lot from you and you from us.
  • We are flexible in our approach and will work with your current team’s capabilities and knowledgebase.
  • We provide the 5 key qualities you need:
    • Professionalism
    • Skill set
    • Relevant experience
    • Consulting methodology & tools
    • Personality & fit

Consult with us.

Our Services

Ores and Company, LTD.

Consulting

Consulting

Our consulting services are comprehensive. We are experienced in a variety of industries.

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We require your participation and transparency in developing solutions.

Owners, executives, and managers are attuned to their company’s basic needs but often need outside guidance to enhance their business or resolve critical business challenges.

What are your expectations? What will be the approach? Who from your organization should be involved?

You provide the facts, then we have the expertise and experience with multiple entities and industries to present options for you to consider.

Ores and Company, LTD.

STRATEGIC PLANNING

STRATEGIC PLANNING

The development of an enterprise wide strategy is an arduous and time-consuming process.

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Planning each decision requires participation by key personnel that will accept changes and implement those changes in a timely manner. We will assist you in developing the steps necessary to have an effective plan with achievable alternatives.

Our engagement can be limited to one or more selected problem areas including erosion of customer base, technology inadequacies, refinancing, personnel or other critical challenges that are limiting your success.

Consult with us.

Ores and Company, LTD.

Corporate Restructuring

Corporate Restructuring

Corporate restructuring entails any fundamental change in a company’s business or financial structure.

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Financial restructuring relates to improvements in the capital structure of the company. If the company is in bankruptcy, this financial restructuring is outlined in the plan of reorganization.

Operational restructuring includes mergers, the sale of divisions, abandonment of product lines, or cost-cutting measures. In most turnarounds and bankruptcy situations, both financial and operational restructuring must occur simultaneously to preserve, and then improve, the business.

Financial restructuring may mean refinancing at every level of capital structure, including:

  • Securing asset-based loans
  • Securing mezzanine and subordinated debt financing
  • Securing institutional private placements of equity
  • Achieving strategic partnering
  • Identifying potential merger candidates
Ores and Company, LTD.

Financial and Taxation

Financial and Taxation

Are your financial statements meaningful? Do they conform with current accounting rules?

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Do you know what they are telling you?

You may need analytics and measurements to track and gain additional insight about your profitability, trends and needs. Budgeting and forecasting are critical needs.

How do the recent changes in Federal tax rates and laws affect your business?

We can help to address tax compliance, explore the alternatives for tax savings available through tax credits and business incentives, and assess whether your business could benefit by changing to a C Corp, S Corp or LLC in light of the recent tax law changes.

We provide attestation services and participate in the AICPA’s Peer Review Program. Our most recent engagement review was successfully completed for the year ended December 31, 2017.

Businesses operating in multiple states face complex state and local tax rules imposed by jurisdictions seeking to increase revenue. A lack of awareness or understanding of the complexities can be costly.

We can help you prioritize an action plan.

Recent Engagements

Ores and Company, LTD.

Creative Graphics

Providing strategies for growth and diversification of the customer base and service offerings; employee utilization and profitability improvements.

Internal buyouts from company founders.

Location:

  • Chicago
Ores and Company, LTD.

Importing & Retail

Assisting foreign ownership with compliance, strategy, and reporting improvements to drive growth and enhance profitability in the competitive retail environment.

Locations:

  • New York City
  • Miami
Ores and Company, LTD.

Construction

Primary outside consultants for a construction company addressing virtually all areas of the business.

While working closely with company ownership and identifying key elements and steps to the company’s success, revenues have grown from 1M to 60M in the last 10 years.

Locations:

  • Chicago
  • Los Angeles
  • Austin
Ores and Company, LTD.

Manufacturing

Providing tax and financial consulting services to this manufacturer of millwork and cabinets for high end retail and offices spaces.

Development of strategies for growth and expansion, modifications to internal processes, reporting improvements and tax compliance.

Location:

  • Chicago Area

Professionals

Contact Us Today

Ores and Company, LTD.

Dick Ores

Founder and President

Dick Ores

Dick Ores is an experienced management consultant and Certified Public Accountant with more than 25 years public accounting and consulting experience assisting companies in numerous industries with situations ranging from the typical to the unusual and complex. Dick is a United States Marine who began his career as a CPA with Arthur Andersen and Company in auditing, taxation, systems and administration after completing his undergraduate studies at Valparaiso University. He received his M.B.A. from Northwestern University’s Kellogg School of Management. He is a member of the American Institute of Certified Public Accountants (AICPA), various management consulting organizations and is a licensed Certified Public Accountant. Dick’s professional experience bridges enterprise-wide functional areas allowing him to drive idea generation, formulate strategies, identify problem areas, and implement focused solutions.

Ores and Company, LTD.

Adair Barta

Adair Barta

Adair Barta is a consultant with accounting and management information systems experience. She is a graduate of the University of Illinois – Chicago with a B.S. in Management and has been with Ores for over 15 years. Adair supports clients using a myriad of accounting systems and assists with developing and streamlining processes, procedures, and reporting.