Transformation and operational execution

From diagnosis to execution, inside the company.

We analyze the company's situation, design the plan and implement it alongside management: organization, processes, costs and financial management aimed at restoring and sustaining profitability.

The Bespoke Advisors team at the office

In short

What is transformation and operational execution?

Transformation and operational execution starts with a diagnosis of the business, its finances, its organization and its processes, and ends with the changes implemented inside the company—costs, margins, cash management, budgeting and controls—with the goal of restoring and sustaining profitability. Unlike a traditional consulting firm, Bespoke Advisors works alongside management until the changes are working, and can even strengthen the finance function for a period as an outsourced CFO. Its partners have served as CFOs of companies such as VTR and Automotores Gildemeister.

Last updated

01 When to call us

Signs that it is time.

  • Sales are growing, but profitability is not.
  • There is no reliable financial information to make decisions: costs, margins by business line, cash.
  • The organization is not prepared for the scale the company has reached.
  • There is a strategic plan that never makes it into day-to-day operations.
  • The finance function needs reinforcement for a period, without hiring right away.

02 How we work

Personalized, integrated and hands-on.

  1. 01

    Diagnosis and strategy

    A comprehensive analysis of the company's situation—business, finances, organization and processes—and a tailored action plan with clear priorities.

  2. 02

    Transformation

    Organizational and operational redesign aimed at restoring and sustaining profitability.

  3. 03

    Execution

    Hands-on implementation of the solutions, working inside the company alongside its teams: processes, controls, budgeting and cash management.

  4. 04

    Follow-up

    Performance indicators and regular meetings with management and the board to measure progress and correct course in time.

  5. 05

    Handover

    Capabilities built into the team: the goal is for the company not to depend on us.

03 Experience

Experience that backs it up.

The partners have been CFOs and executives of large companies, through periods of strong growth and also of restructuring: they know what it means to execute a plan from the inside, not just recommend it. At DRS Ingeniería we worked inside the company for 12 months as financial consultants.

Bespoke Advisors transactions

Undisclosed

Operational support

Ongoing

Undisclosed

Operational and financial advisory

November 2025

Undisclosed

Financial consulting (12 months)

August 2024

04 Frequently asked questions

What clients often ask us.

How are you different from a traditional consulting firm?

We implement. The partners are directly involved, and we work inside the company until the changes are working—we don't just deliver a report.

Can you strengthen the finance function for a period?

Yes. We can reinforce financial management for a period—an outsourced CFO role—while the company defines its permanent structure or goes through a demanding period.

How long does an engagement last?

From a few months to more than a year. At DRS Ingeniería, for example, the work lasted 12 months and led to the company's first long-term corporate financing.

Can it be combined with a financing or a restructuring?

Yes, and that is often the most effective approach: putting operations in order strengthens the company's position when negotiating with banks and investors. See financial restructuring and financing and refinancing.

Who do you work with inside the company?

With the CEO, the board and the finance and operations teams. The goal is to leave capabilities in place, not dependence.

Let's talk

Is your company at a turning point?

The first meeting is for listening.