The Company
Option 1 Partners (“O1P”) is a consulting advisory firm started and nurtured by Jackie Flake and Ren Waldron. O1P provides a full range of consulting services, including recruiting and talent acquisition, Agile transformation services, product strategy, product management, staff augmentation, and coaching. The company specializes in assessing your needs, matching it with teams to meet your vision, and help you build products and analysis for their client’s to successfully scale. O1P has been providing its high-quality services for over 10 years.
Situation
In 2025 the O1P team wanted to enhance their understanding of their financial results. They wanted to use a platform to communicate the company’s key performance indicators (“KPIs”) and educate the leadership team members on what drives the company’s financial results. The O1P team was missing a financial “road map” that could guide them to make better financial decisions for the company.
Solution: The Numbers Coach Leadership and Numbers NavigatorTM Services
The Numbers Coach (“NC”) financial leadership services were an ideal fit for O1P. Using NC’s proprietary Numbers NavigatorTM platform, a financial scorecard is created to focus on measurements that drive company’s profits and cash flow critical to sustaining a business. The scorecard offers the O1P team “at a glance” view of results. In addition, the Number Navigator’sTM rolling financial forecast gives the O1P team a tool to make critical decisions and see their financial road ahead.
Mike’s approach to coaching us on how to understand our financial results gives our team the tools to help us navigate our finances successfully and stay focused on our cash flow and investment goals.
~Jackie Flake & Ren Waldron, Co-Founders of Option 1 Partners
Results
NC pulled together financial and non-financial data to complete a scorecard, financial model, and supplemental reporting. Each quarter the O1P team meets with the Numbers Coach to methodically review results and provide input and analysis from the Numbers NavigatorTM. After each Numbers Coach meeting, the O1P team can act on activities that improve the company’s bottom line. Jackie, Ren, and their team can access the Numbers NavigatorTM at any time with its cloud-based delivery platform.
For more information on Option 1 Partners visit www.option1partners.com
To learn more about the Numbers Coach financial leadership services, click here