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Consultation

Our Services

Business Planning

Business Coaching

Succession Planning

Other Business Services

Business Planning

Business Coaching

Succession Planning

Other Business Services

Business Planning

We will create a document to engage your shareholders, banks, employees, and other stakeholders to illustrate the feasibility of your business model and how they can best contribute to its success. The document will include:

Financial Analysis & Cash Flow Projections

We assess the cash generation effectiveness of your business model and project its revenue and profitability potential.

Financing

We determine the capital & operating funding needs of your business to support its startup, scaling or exit goals.

SWOT Analysis

We assess the strengths and weaknesses of your business relative to the threats and opportunities present in its industry. And develop strategies to build on your business strengths, exploit opportunities, remediate weaknesses, and manage threats.
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Business Risk Assessment & Mitigation

We identify the inherent risks unique to your business structure and its industry. And develop strategies to help you manage these risks.

Business Coaching

Our Certified QuickBooks ProAdvisor will ensure a seamless real-time comparison of your actual results to the projected revenues and expenses detailed in your Business Plan, by onboarding your company accounts and transactions to the appropriate Quickbooks solution for your business.

We will work with you to effectively articulate and realize your business’s growth potential by helping you to:

Business Coaching

Our Certified QuickBooks ProAdvisor will ensure a seamless real-time comparison of your actual results to the projected revenues and expenses detailed in your Business Plan, by onboarding your company accounts and transactions to the appropriate Quickbooks solution for your business.

We will work with you to effectively articulate and realize your business’s growth potential by helping you to:

Secure Funding

Negotiate funding and key arrangements.

Set Goals

Put systems in place to achieve short- and long-term goals in a structured manner.

Solve Problems

Problem solve the inevitable business challenges.

Increase Productivity

Come up with procedures to increase productivity and lower stress.

Succession Planning

We will create a comprehensive plan to achieve intergenerational wealth, with strategies to maximize the value of your business, create tax efficiencies, prepare for due diligence, and financial planning.

Succession Readiness

We develop strategies to ensure your business continues and retains its value should you unexpectedly die or become incapaciated. And create an action plan to prepare your successor should you opt to hand off to your child.

Financial Analysis / Business Value

We perform a preliminary valuation based on our assessment of the viability, stability, and profitability of your business.

Value Creation Strategies

We develop an action plan to help you de-risk or remove the glaring and subtle red flags in the business to get or exceed your desired value.

Due Diligence Preparedness

We develop a plan to deliver the information potential buyers and banks requires to satisfy themselves that the business can deliver the projected sales and profits.

Wealth Preservation

We determine steps to save you taxes and establish appropriate actions to enjoy and protect your hard-earned wealth, based on your retirement goals.

Succession Readiness

We develop strategies to ensure your business continues and retains its value should you unexpectedly die or become incapaciated. And create an action plan to prepare your successor should you opt to hand off to your child.

Financial Analysis / Business Value

We perform a preliminary valuation based on our assessment of the viability, stability, and profitability of your business.

Value Creation Strategies

We develop an action plan to help you de-risk or remove the glaring and subtle red flags in the business to get or exceed your desired value.

Due Diligence Preparedness

We develop a plan to deliver the information potential buyers and banks requires to satisfy themselves that the business can deliver the projected sales and profits.

Wealth Preservation

We determine steps to save you taxes and establish appropriate actions to enjoy and protect your hard-earned wealth, based on your retirement goals.

Other Business Services

We provide you the necessary wrap-around services to ensure you realize your desired goals, through our alliances with marketing, financial planning and accounting experts.

Full Service Marketing

✔ Marketing Plans
✔ Graphic Design
✔ Website Design
✔ Social Media Management
✔ Content Development
✔ SEO
✔ Video Production
✔ Email Marketing

Financial Planning

✔ Tax Planning
✔ Estate Planning
✔ Philanthropic Planning
✔ Retirement Planning
✔ Business Insurance & Investments

Full-Cycle Accounting

✔ Journal Entries, Posting, and Data Entry
✔ Trial Balance & Adjustments
✔ Financial Reporting & Statements
✔ Year-End Adjustments
✔ Cash-Flow Reporting, Analysis & Forecasting
✔ Accounts Receivable & Payable
✔ Budgets & Business Cases

Full Service Marketing

  • Marketing Plans
  • Graphic Design
  • Website Design
  • Social Media Management
  • Content Development
  • SEO
  • Video Production
  • Email Marketing

Financial Planning

  • Tax Planning
  • Estate Planning
  • Philanthropic Planning
  • Retirement Planning
  • Business Insurance & Investments

Full-Cycle Accounting

  • Journal Entries, Posting, and Data Entry
  • Trial Balance & Adjustments
  • Financial Reporting & Statements
  • Year-End Adjustments
  • Cash-Flow Reporting, Analysis & Forecasting
  • Accounts Receivable & Payable
  • Budgets & Business Cases