Strategic Financial & Operational Advisory for Business Owners

Scarborough Consulting Group helps business owners break through what’s slowing them down and move forward with clarity. We go beyond surface-level analysis to pinpoint where your business is losing efficiency, missing opportunities, or underperforming, and show you exactly how to fix it.

Our approach is practical and results-driven. Whether you're scaling, improving operations, or gaining control of your financials, we help you make smarter decisions and implement strategies that drive real growth.

Call Scarborough Consulting Group at 903.262.7220 or reach out online to start the conversation.

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When Businesses Typically Seek Advisory Support

Most consulting engagements begin in one of two situations: something is broken, or something is changing.

When Something Is Broken

Some businesses are dealing with issues that are hard to diagnose internally. Performance slips, money disappears in places it should not, margins tighten, and reporting stops giving leadership a reliable picture of what is actually happening.

Common Scenarios

  • Forensic analysis, stopping unnecessary outflows and increase cash flow
  • Improved pricing structures and proposals, maintaining competitiveness and quality margins
  • Clearer reporting of KPIs and the activities that make them move to increase profitability
  • Developed game plans to address the planned for but not wanted surprises, protecting progress and profits.

When Something Is Changing

Other businesses are not in distress, but they are facing decisions that will shape the next phase of growth. Expansion, relocation, acquisitions, and capital decisions can all create risk when the business is not properly prepared.

Common Scenarios

  • Sessions to game planning for growth, providing clarity to the team.
  • Designed assessments to establish the optimal path for sustainable growth.
  • Preparing the current operational and financial environment for the next phase of growth to move forward with confidence
  • Establish milestones with financial expectations to meet desired outcomes


Whether something is broken or evolving, the priority is getting clear on the situation and making the right next move.

An Advisory Partner with Real-World Perspective

Roy Martinez brings more than two decades of experience in banking, finance, and business operations to his consulting work.

His background includes commercial banking, operational analysis, capital planning, and advisory work with businesses in both growth and distressed situations. He has worked across industries including manufacturing, retail, healthcare, services, and oil and gas.

He has helped businesses improve internal controls, restructure financial operations, evaluate acquisitions, prepare for capital conversations, and navigate significant transition points.

Roy has also built and operated his own companies, giving him practical insight into the decisions business owners face beyond spreadsheets and projections.

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How SCG Engages with Businesses

Scarborough Consulting Group works with business owners as a practical advisory partner, bringing structure, financial perspective, and decision support when the stakes are high.

  • Financial Diagnostics & Profit Improvement Planning

    Evaluate where money is being made, lost, or misallocated. This includes identifying cost leakage, margin pressure, reporting blind spots, and opportunities to improve cash flow.

  • Operational Workflow Assessment & KPI Development

    Review how work moves through the business, where inefficiencies are slowing performance, and which KPIs should be tracked to improve visibility and accountability.

  • Capital Planning & Financing Readiness

    Prepare the business for lending conversations, growth capital, or restructuring by organizing financials, clarifying the operating story, and improving lender readiness.

  • Growth & Expansion Feasibility Analysis

    Assess whether expansion is financially supportable, operationally realistic, and aligned with long-term business objectives before major commitments are made.

  • Strategic Planning for Facilities, Leases & Acquisitions

    Support decisions involving real estate, facilities, occupancy planning, lease strategy, acquisitions, and related operational implications.

  • Risk Assessment & Scenario Modeling

    Evaluate best-case, expected-case, and downside scenarios so leadership can make informed decisions before risk becomes expensive.



Texas Markets We Serve

While many engagements are rooted in East Texas, our advisory work supports businesses statewide based on need, industry experience, and strategic fit.

Scarborough Consulting Group works with businesses across Texas, including:

  • Tyler
  • Longview
  • Dallas
  • Arlington
  • Fort Worth
  • Houston
  • Austin
  • San Antonio
  • Midland/Odessa
  • El Paso
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What Businesses Should Expect from the Process

The goal is not vague advice. The goal is clearer decisions, better visibility, and a stronger business position.

  • Improve financial visibility within the first 30 days
  • Identify operational inefficiencies and cost leakage
  • Prepare the business for lending, expansion, or transition
  • Support confident, data-driven decision-making
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Business Consulting FAQs

Scarborough Consulting Group provides practical financial and operational advisory services for business owners.

  • Engagements may include
  • Financial diagnostics
  • Profit-improvement planning
  • Workflow assessment
  • KPI development and implementation
  • Capital planning
  • Financing readiness
  • Expansion analysis
  • Facility and lease strategy
  • Acquisition evaluation
  • Risk scenario modeling
  • And more

We do not provide generic motivational advice.

We design our services around a defined business problem or decision and help leadership understand their situation, identify their next move, and build a practical execution plan.

We work with established businesses that need clearer financial visibility, stronger operations, better reporting, or support with a major decision.

Our industry experience includes manufacturing, retail, healthcare, professional services, oil and gas, and other operating industries.

The best fit is usually an owner-led or closely held business where leadership is willing to share accurate information and act on the findings.

We review the situation first to determine whether our experience and process match the company's needs.

Most businesses seek help when something is broken or something is changing.

They may be experiencing declining margins, cash-flow pressure, unclear financial reports, inconsistent pricing, repeated operational problems, lack of accountability, or growth that is outpacing the company's systems.

Consulting can also be useful before an expansion, relocation, acquisition, financing request, or ownership transition.

An outside review is most valuable when leadership needs an objective view and a structured plan, not when it is looking for someone to simply confirm a decision already made.

Yes, but the first step is identifying why profitability or cash flow is under pressure.

We review revenue quality, pricing, margins, operating expenses, workflow inefficiencies, reporting gaps, debt obligations, and the timing of cash entering and leaving the business.

The result may include cost controls, pricing changes, process improvements, collection strategies, or revised financial targets.

We do not promise a specific result without understanding the business, but the work is focused on measurable changes rather than broad recommendations.

Yes. Many businesses track a large number of figures without identifying the actual measures that indicate good performance.

  • We help leadership
  • Define KPIs
  • Clarify metric stakeholders
  • Establish reporting cadence
  • Connect activity to revenue, margin, cash flow, or customer outcomes

Effective reporting should help management spot problems earlier and make decisions faster.

The goal is a usable management system, not a complicated dashboard that nobody looks at or understands.

Yes.

We help businesses evaluate whether the current financial and operational structure can support the next stage of growth.

Our review includes

  • Demand assumptions
  • Startup & ongoing costs
  • Staffing capacity
  • Cash-flow impact analysis
  • Capital needs
  • Lease/acquisition consulting
  • Downside scenarios

Our objective is not to discourage growth. It is to make sure the expansion is financially supportable and operationally realistic before the company makes an expensive commitment.

The structure depends on the scope of work. Some projects begin with a defined diagnostic or assessment, while others require an ongoing advisory relationship to support implementation and decision-making.

The proposed scope, deliverables, responsibilities, timing, and fees are provided in writing before work begins so the owner understands what is included and what success should look like.

During our first consultation, we focus on the business issue. We learn what has already been tried, the financial and operational information available, the decisions facing leadership, and the desired outcome.

We ask direct questions and determine whether the situation calls for a focused project, a deeper diagnostic, or ongoing advisory support.

When there is a fit, the next step is a written scope of work. Confidential information is handled carefully, and the company remains responsible for legal, tax, and accounting decisions with its licensed professionals.

Contact Scarborough Consulting Group

Have a question that is not answered here? Contact Scarborough Commercial Real Estate to discuss your situation and determine the best next step. Button: Begin the Conversation

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Speak with an Experienced Consultant

No two businesses face the same challenges. Scarborough Consulting Group brings broad industry experience and flexible advisory capabilities to help businesses navigate complex, one-of-a-kind situations with clarity and confidence.

903.262.7220

Call Scarborough Consulting Group at 903.262.7220 or reach out to us today.


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