CONSULTING SERVICES

“Our objective is to help make your business more efficient and more profitable. We do so by providing small business consulting and advisory assistance to assist you in solving problems that you have when you have limited resources and/or expertise with which to do it yourself or when you need an objective viewpoint.”

OUR PURPOSE IS OUR CUSTOMERS

Strategic Business Assessment & Plan for Improvement

A comprehensive fresh-eyes assessment of your business will be conducted by a Consultant. Upon completion of the assessment, the Managing Consultant will present the business owner and management team with a written assessment of your business and a recommended plan for improvement. The written assessment will include, but not be limited to:

  • Executive Summary

  • Sales Assessment

  • SWOT Analysis

  • Preliminary Competitive Review

  • Financial Assessment

  • Financial management system review

  • Profit & Loss analysis – Balance sheet analysis – Cash flow analysis

  • Operations Assessment Recommended Plan For Improvement

  • Workflow analysis

  • Staffing analysis

Consultation
Financial Advisor

Business Owner Mentoring / Accountability Program
The Business Owner Mentoring/Accountability Program

The Business Owner Mentoring/Accountability Program provides you, the business owner, with a highly experienced Managing Consultant who performs the dual role of acting as your personal business mentor, as well as, your general business advisor.

Based on years of personal business experiences, your Managing Consultant is a valuable resource for business information and acts as a sounding board for ideas, strategies, and plans. Your Group Mentor/Managing Consultant continually utilizes his previous business experiences and skills to improve your effectiveness as a successful business owner

Business Consulting Services

  • Business Growth and Expansion

  • Business Valuation and Exit Strategy

  • Executive Development and Recruitment

  • Financial Management

  • Profit Engineering

  • Pricing Strategy

  • Profitability Improvement

  • Sales and Marketing Planning

  • Strategic Planning for the Future

  • Business Succession Planning

  • Turnaround and Restructuring

  • Organizational Structure

  • Management Reporting Systems

  • Operational Strategy and Process Improvement

  • Productivity and Incentives

  • Competitive Analysis

Business Consulting

Strategic Business Assessment & Plan for Improvement

Consultation

A comprehensive fresh-eyes assessment of your business will be conducted by a Consultant. Upon completion of the assessment, the Managing Consultant will present the business owner and management team with a written assessment of your business and a recommended plan for improvement. The written assessment will include, but not be limited to:

  • Executive Summary

  • Sales Assessment

  • SWOT Analysis

  • Preliminary Competitive Review

  • Financial Assessment

  • Financial management system review

  • Profit & Loss analysis – Balance sheet analysis – Cash flow analysis

  • Operations Assessment Recommended Plan For Improvement

  • Workflow analysis

  • Staffing analysis

Business Owner Mentoring / Accountability Program
The Business Owner Mentoring/Accountability Program

Financial Advisor

The Business Owner Mentoring/Accountability Program provides you, the business owner, with a highly experienced Managing Consultant who performs the dual role of acting as your personal business mentor, as well as, your general business advisor.

Based on years of personal business experiences, your Managing Consultant is a valuable resource for business information and acts as a sounding board for ideas, strategies, and plans. Your Group Mentor/Managing Consultant continually utilizes his previous business experiences and skills to improve your effectiveness as a successful business owner

Business Consulting Services

Business Consulting
  • Business Growth and Expansion

  • Business Valuation and Exit Strategy

  • Executive Development and Recruitment

  • Financial Management

  • Profit Engineering

  • Pricing Strategy

  • Profitability Improvement

  • Sales and Marketing Planning

  • Strategic Planning for the Future

  • Business Succession Planning

  • Turnaround and Restructuring

  • Organizational Structure

  • Management Reporting Systems

  • Operational Strategy and Process Improvement

  • Productivity and Incentives

  • Competitive Analysis

Ready to talk?

Let us help you with all of your tax consulting, business development and credit restoration needs.