Advisory

 

Our consulting offerings are geared toward coaching and advising businesses and their owners to achieve their goals. We have developed a successful program that will provide you with:

 

Advisory Engagement

A Business Dashboard provides our clients with a visual on how their business is performing via an on demand basis. This is the best tool to gauge just how well the company is performing. The dashboard, like the name implies, is much like a vehicle dashboard in that it provides the driver with information on how the vehicle is operating. Are you out of gas? Over heating? Driving too slow/too fast? How do you know? -- "Measuring & Displaying Data"

 

Business Performance Analysis

We use 2-3 years of business information to assess your strengths and weaknesses. We compile a visual that helps show any missed profit the company is not achieving. 

 

Advisory Rates

Contact us for custom advisory rates that are tailored to your needs.

 

Additional individual services we offer:

  • Preparation of business plans

  • Business entity selection/structure (Corporations; S-Corporations; LLCs)

  • Owner revenue sharing and employee compensation planning

  • Business succession planning

  • Accounting system design and implementation

  • Buying and/or selling a business analysis

  • Cash flow budgeting, analysis and planning

  • Business performance analysis

  • Business dashboard monitoring

  • Monthly informational webinar

  • Strategic operating plan