Switch Business ConsultingCapital Project Evaluation
Stop approving major spend on instinct
A repeatable way to evaluate, rank, approve and then actually measure capital projects — so the same discipline applies to a truck, a building and a line of equipment, and so approved projects get checked against what they promised.
This is for you if…
- Major spending or capital decisions get made without a model behind them
- Lease versus purchase comes down to a gut feel and a payment you can live with
- Competing projects have no consistent basis for comparison
- Nobody goes back to check whether an approved project delivered what it promised
- Approval depends on who asks rather than what the numbers say
Engagement timeline
Weeks 1–2
Review how capital decisions get made today and what the last few major ones actually returned.
Weeks 3–6
Build the evaluation model, proposal template, ranking framework and tracking tool, and train the team on them.
Ongoing
Project-by-project analysis as decisions arise, and quarterly reporting of results against approved cases.
What’s included
Scoped to your situation on the intro call — this is the full menu.
Lease vs. purchase analysis
Full cost of ownership, cash impact, tax treatment and balance sheet effect — modeled, not estimated.
Capital approval model
One consistent, repeatable evaluation process every proposal runs through, whoever is asking.
Standard proposal format
A single investment presentation template so proposals arrive comparable instead of each making its own case its own way.
Ranking & prioritization
Competing projects scored against available capital and strategic fit, so the answer to “which one first” is defensible.
Approval status tracking
Every proposal tracked from submission through decision, with nothing lost between meetings.
Results vs. approved
Post-approval performance measured against the approved case and fed into your KPI dashboard — the step almost every company skips.
Other ways we help
Core Financial Operations
The day-to-day financial backbone: monthly reporting you trust, a KPI dashboard, budget-vs-actual discipline, a rolling 13-week cash forecast and DSCR tracking.
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Strategic Planning
The quarterly and annual layer: a rolling 18-month forecast, a real annual planning process, and a long-term plan your leadership team actually works from.
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Capital Raise & Sale Readiness
Assessment and plan before you face outside scrutiny — historical results, the story of the business, and an internal valuation model with worst, base and best case.
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Financial Readiness Assessment
Find out where you stand in five minutes
Answer ten questions about your finances. You’ll get a scored readiness summary on the spot — and if we can help, a link to book a call.