Inventory Optimization ProAdvisory by Sharon Custer Free 30 minutes

For distributors and manufacturers, $20M to $200M in sales

Sales are fine. Margin is fine. The credit line keeps climbing.

Cash to grow.
Numbers that hold.

More cash from the same sales, and an inventory number that stands when a lender or a buyer tests it.

Book a free 30 minutes

Sharon Custer

I am Sharon Custer. Inventory is the bottleneck on your growth and your survival. I help you stop your sales from funding inventory debt. Fortune 500 inventory finance at 3M, then CFO and FP&A roles across several industries.

How I can help

3 doors. Open the one that fits.

Find the cash

Cash is tight and nobody knows where it went.Where the money is stuck, which decisions put it there, and whether the next one is safe.

Trust the close

The close went through, and the number still does not feel safe.A month-end number that holds when a board, a lender or a buyer pushes on it.

Get the report

This month's numbers are needed in a report the board can read.One clean report, in time for the buying and pricing decisions that depend on it.

For a team or an audience: workshops, group coaching and speaking.

Not sure which? Book a free 30 minutes

What this work is worth

Real results, from real companies.

At 3M, a Fortune 500 manufacturer

8.5% to 5%Non-moving inventory as a share of total inventory value, while fill rates held at 100% through the semiconductor shortage.

On $10M of inventory, 3.5 points is $350,000.

Bespoke build firm

$300,000Loan retired ahead of schedule, once material purchases were timed to when client payments landed.

We thought we had a cash problem. We had a sequencing problem.

Packaging distributor

12%Storage cost cut, once buying stopped following the bestseller: 35% of revenue, turning 1.5 times a year.

The metric looked like a strength. It was the single biggest drag on our working capital and we had been doubling down on it.

What owners and CFOs say

She reads financial reports quickly and spots patterns, opportunities, and potential issues that others might miss, turning insights into actionable strategies. Her ability to notice hidden details and identify root causes instead of just surface issues makes her invaluable.
Charles Tu Charles TuCEO, technology manufacturer, Taiwan
Sharon is an insightful, kind, and hyper-detailed analyst. She quickly recognizes core issues and provides a clear path to the answer ... she has developed a powerful intuition and sense of clarity in a very difficult subject matter: cash and inventory optimization.
Mark Lupton Mark LuptonCFO and advisor to 8-figure companies. Founder, Greenhouse Business Advisors
She has a remarkable depth of understanding regarding inventory analysis, controls, and optimization. Sharon also understands how inventory translates to cash and cash flow.
David Safeer David SafeerArchitect of Cash-First Operating Systems. Founder, Cash is Clear
Sharon Custer helps businesses maximize their cash flow through scenario planning and forecasting utilizing POs, inventory, cash, and cash flow assumptions. She has helped make this process turnkey with AI powered tools such as custom agents, dashboards, and monthly workflows and automations.
Eve Reiter Eve ReiterDigital Solutions Architect and Lead Advisor, Procurement, NTT DATA

The inventory optimization workflow

Where cash hides, from the first entry to the board pack.

A number that reconciles on the financial report is not automatically a number that is correct. Across these 5 stages there are costs that never show up as a line item, and that is where the cash is.

Pick what you want back, and see where it comes from.
1

Accounting data accuracy

Items, costs and the timing between systems.

Where cash hides

Cost landing in the wrong period, absorbed as an adjustment every month.

Trust the close
2

Operations and inventory management

Receiving, issuing, counts, returns.

Where cash hides

Shrink, rework and returns that nobody prices, so margin carries them quietly.

Trust the close
3

Inventory analysis and KPIs

ABC, product mix, turns, ageing, margin.

Where cash hides

The bestseller by revenue that turns 1.5 times a year and parks the capital.

Find the cash
4

Planning and financial modeling

Inventory budget, cash flow projection, scenarios.

Where cash hides

Purchases committed before the cash arrives, covered by the credit line.

Find the cash
5

Reporting and strategic planning

The pack, the dashboard, the action plan.

Where cash hides

Reports that land after the decisions, so this month is run on last month's numbers.

Get the report

Your competitive edge

Everyone uses AI to go faster. Your competitive edge is what it lets your company see, test and defend.

See what was never affordable to see

Why each of your items was bought. Every line checked, not a sample. Questions your team could never afford to ask before.

Decide earlier, on tested assumptions

Your assumptions named and tested before the purchase order is signed, a quarter before a write-off would have shown them.

A number that holds under scrutiny

Every figure traceable, the same tests every month. When a lender, a buyer or your board pushes, your number stands.

Cash as your edge

Money that is no longer sitting in your inventory buys the opportunity, carries less debt, and lets you price with confidence.

It lives in the workflow, not in one person

Your method keeps running when people change, because the workflow holds it.

Put together: your company grows on its own cash, and can prove its numbers to anyone who asks.

What finance leaders say after building AI with me

CFOs, heads of finance and FP&A leaders I have coached, in their own words.

Sharon is knowledgeable and approaches a situation from a real-world perspective.
Michael W.CFO, manufacturing and distribution. CPA, CPIM

Read all 15 on the coaching page

One email when a tool is ready

New tools and worked cases on cash, margin and the month-end number, sent when they are ready. No schedule, no filler.

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