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As a small business owner you know it’s difficult running a business. You’re an expert at what you do, but it can be difficult or nearly impossible to be an expert in how to run, manage, and grow your business. Not understanding the various milestones of a business from start-up, to funding, to hiring employees, to company expansion can be detrimental to the longevity and financial health of what you’ve built.
We can help.
Our team has extensive experience in guiding small business owners through the various milestones of the business life-cycle. We can help you prepare for and transition smoothly from milestone to milestone. Services like our Virtual CFO program help guide you through the various stages of business growth when you reach a defined milestone. Other services target specific problems in a comprehensive and in-depth fashion, allowing you to call on our services only when you need them.Virtual CFO
If you’re in this position then we have the perfect solution for you. Our Virtual CFO service gives you a professional financial manager who works with you to help guide your business to success.
The cost of hiring a full-time CFO can range from $60,000 to over $100,000 per year plus bonuses and benefits. Our Virtual CFO services provides you with experienced support at a small fraction of that cost.
Here’s what you get with our Virtual CFO services…
To learn more about how we can help you set and reach your business goals, please schedule a free consultation.
Of course, the best direction to paddle a canoe is with the current. You’ll go faster and won’t wear yourself out. In the same way, your business will be healthier if you manage your cash flow toward the profit line.
Our cash management service allows you to focus on the following three critical areas:
The starting point for avoiding a cash crisis is allowing us to develop a cash flow projection for you. We can help you develop both short-term (weekly, monthly) cash flow projections to help you manage daily cash, and long-term (annual, 3-5 year) cash flow projections to help you develop the necessary capital strategy to meet your business needs.
To learn more about how we can help you avoid stressful cash shortages please schedule a free consultation.
Whether you’re negotiating a merger, considering new shareholders, attempting to resolve disputes associated with liability, shareholder equity, estate planning or marital dissolution, objective valuation can make the difference between loss or gain, success or failure.
Business valuation is not an exact science. It’s based on judgment, experience, and relevant information. So, you need professionals who are well qualified, with significant experience in evaluating all types of organizations.
Our approach is to intimately know your business in order to understand what constitutes its value. We work closely with you to analyze your operations and historical financial data. Our in-depth knowledge of your business enables us to provide a well-reasoned, fully documented and defensible valuation opinion.
If you’d like to know how much your business is worth, please complete this form to get your free consultation.
Opening your own business is exciting and thrilling. It’s everything that comes after the excitement and thrill has worn off that dictates whether a small business will make it or not. It’s up to you to maintain and stretch out the “thrill and excitement” period forever.
A methodical plan of action is needed to fulfill your dream or goal of being your own boss and running a successful business. Success lies in the approach you choose to take. We help you avoid the common pitfalls that many new small business owners make when starting their new venture.
We help you…
Thoughts of estate planning often bring more questions than answers: Could an heir be too young to inherit? Should the inheritance be given at a certain age? Is the intended beneficiary in a shaky marriage with divorce as a possibility? Are there children from a previous marriage? Should inheritance be protected from potential creditors of the heir? Are there taxes that can be avoided? Are you able to avoid the probate court rules, delays, and costs?
Planning what happens to your estate when you’re gone can seem frustrating and intimidating without qualified help.
You may feel that you’re too young to care about estate planning. Or, perhaps the reminder of death makes you uncomfortable. You might be tempted to put the whole thing off, assuming that it will just take care of itself. In all cases, estate planning ends up saving your family lots of time, heartache and money.
And we can help.
Every estate planning situation is different. In order to help you, we want to know you, your unique situation, and the nature of your relationships. We offer discussion, recommendations and useful research tools to make your planning simple, efficient, and worry-free. We are available throughout the process for further discussion regarding questions, change of circumstances, and alternatives. At every step, we’ll be there with you.
If you’d like more information about our estate planning services please complete this form to setup a free consultation.
“Will you have enough money to retire?”
The family dynamic complicates the whole transition because of the relationships and emotions involved. Most people are not comfortable discussing topics such as aging, death, and financial affairs.
Comfortable or not, succession planning should be a priority for any family business considering that more than seven out of ten family-owned businesses fail to survive the transition from founder to second generation, typically falling prey either to estate taxes or family discord – or both.
Developing and implementing a well-designed succession plan is essential to the survival of a family business from one generation to the next.
We help you with these key issues –
Let us help you pass on what’s taken a lifetime to build by requesting a free consultation.
A Strategic Plan is often needed when…
The Strategic Plan provides a blueprint, describing your company, its products, the competitive environment, management team, financial health, and business risks.
The plan allows you to…
Remember: Failing to plan is planning to fail.
Let us help you develop a powerful Strategic Business Plan that drives your business to the level of success you deserve. Request a free consultation.