Management & Business Consultation
We measure our value by the personal and business successes of our clients. We can help your business identify ways to increase profitability and growth and develop solutions that are practical. In addition to serving as a sounding board for management, we can help develop comprehensive strategies that address the issues that keep management up at night.
Business planning services we offer include:
Financial Forecasts and Projections
Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.
Cash Flow and Budgeting Analysis
A business can be profitable and still have difficulties due to cash flow issues. We can help forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.
Business Succession Planning
Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations and also to protect the value of your business. Our succession planning services include informal valuation of your business, business restructuring options, and strategic personal, estate, and business tax planning.