Business Management & Consulting Services

Growing businesses often reach a point where they need professional financial and business management advice but don’t require a full-time CFO or a fully staffed finance department. No matter the size of your business, we offer a wide range of cost effective services that give you the power of professional financial advice without the overhead costs.

CFO Outsourcing Services

As businesses grow, the need for accurate and insightful financial information becomes increasingly important. Most businesses start to feel the need for the interpretation, insight, forecasting, planning, and consistent financial guidance that a full-time CFO can bring, long before they can afford one. That’s where we come in; we bring you all the benefits of a CFO for a fraction of the cost of a full-time employee.

Top benefits of our CFO Outsourcing services:

  • Always know what your money is doing with timely, accurate, consistent, and insightful financial information and guidance

  • An active partner engaged in the past, current, and future performance of your company that will walk with you through business analysis and decisions

  • More time for ownership to focus on growing the business instead of figuring out finances

  • Budget monitoring and day-to-day spending oversight

  • Management of all financial relationships (bankers, insurers, attorneys, vendors, etc.)

  • Merger and acquisition guidance (valuation, financial evaluation, etc.)

  • Internal financial controls established

  • Fraction of the cost of full-time CFO or controller

Strategic Business Planning Services

Whether you’re starting a new business, turning around an existing one, considering adding a new product line, or expanding your most successful one, there are many factors to consider before making these types of decisions. We have helped hundreds of companies plan for a successful future and provide the insight, knowledge, and structure to help you craft the right strategic plan for your business.

Top benefits of our Strategic planning services:

  • Know where your strengths, weaknesses, opportunities, and threats are (SWOT analysis) and how to leverage them for your growth

  • Secure financing opportunities with a presentable business plan

  • Make informed decisions with a clear picture of the market conditions and competitive landscape

  • Gain clarity on who your customers are

  • Understand when to grow your staff

  • Know your building and equipment needs and their associated costs (i.e. lease vs own)

  • Gain peace of mind by developing a 3-5 year financial plan

Loan Proposal Preparation and Loan Assessment Services

Loan qualification requires business owners to provide lenders with multiple documents that contain very specific and carefully formatted information about their business. Owners can be denied funding opportunities simply because their packet was incomplete. It is also critically important that business owners fully understand the terms of their loan options once they become available. We can help you prepare your loan documents accurately and give you a clear understanding of what each loan option will mean for you and your business.

Top benefits of our Loan prep and assessment Services:

  • Secure financing by presenting the vision of your business to banks in a formal package they can clearly understand

  • Know your loan options and the terms of the quotes available to you

  • Understand the most effective ways your new funding could be utilized

  • Documents formatted to the GAAP standard

Succession Planning Services

Around 95% of our clients do not have a succession plan in place for their business. Planning for the transition of a business is an important and tedious task with many variables at play. We guide you through the necessary questions regarding your succession strategy and help you develop and implement a well-designed plan.

Top benefits of our SUCCESSION planning services:

  • Peace of mind knowing the business will transition smoothly to the next generation or owner

  • Clear retirement picture for current ownership

  • Independent voice to help navigate difficult family or leadership conversations and decisions

  • Avoid or defer large tax implications for both current and future ownership

  • Get an accurate valuation of your business

New Business Formation Services

In the excitement of beginning a new venture, it’s easy for business owners to overlook some of the foundational elements of starting a business. We can help you resolve these elements and ensure you start building your business on a solid foundation.

Top benefits of our New business formation services:

  • Make focused decisions about the business for years to come through the guidance of a developed business plan

  • Know how much capital you will need for start up, how much you will be able to borrow, and your options for obtaining funding

  • Select the structure for your business that enables you to best reach your goals

  • Understand your insurance needs from an independent perspective

  • Stay ahead of the curve by monitoring and controlling costs from the onset

  • Become payroll and tax compliant from the beginning to avoid major issues down the road

Business Valuation Services

Business valuations are not an exact science. They’re built on a combination of judgment, experience, and relevant information. We are well-qualified business valuation experts with significant experience in evaluating all types of organizations, and we work closely with you to analyze your operations and historical financial data to provide a well-reasoned, fully documented, and defensible valuation. Whether it’s negotiating a merger, considering new shareholders, or resolving any other valuation situation, we can help you find the right valuation of your business.

Top benefits of our business valuation services:

  • Get an accurate and defensible valuation you can stand behind

  • Give shareholders an accurate financial picture of their investment

  • Resolve subjective ownership disputes about valuation

  • Get the most for your business when being acquired