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CFO & ADVISORY SERVICES:
- Increase your chances of getting loans and financing
- Business Advisory and Coaching
- Finance & Accounting
- Budgets, Projections & Business Plans
- Promote the value and sale of your company
- Specified project work
- START-UP and small company growth needs
- Cashflow Analysis
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BUSINESS PLAN PACKAGE INCLUDES:
- Executive Summary
- Organization & Management
- Products & Services
- Marketing & Sales
- Financial Review
- Financial Projections & Summary, Annual and Monthly
- Funding Requirements
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ESTATE PLANNING:
- We will look at your tax situation and help you to avoid monumental tax bills.
- Advice on what trusts to choose for yourself and your company. This includes:
- Charitable Remainder Trust
- Generation Skipping Trust
- Advice on what insurance vehicles best suit your needs.
- Look at strategies to employ to protect you from taxes and meet your needs.
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SALE OF COMPANY:
- Provide advice on various ways to increase the price of the sale and execute them.
- Produce statements and projections that will maximize the valuation needed for a sale.
- Clean up the books where necessary.
- Produce a packet of information designed to instill confidence in the buyers.
- Provide all due diligence work that can be over whelming to an owner.
- Help protect you in the sale and after the sale (Buy-Sell issues, etc.)
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MAXIMIZE CASH FLOW:- Cash Flow Analysis.
- Reports detailing your cash cycle and flow.
- Advice on increasing your cash balances.
- Early warning of upcoming blockages from low cash.
- Advice on how to invest your cash and whether it is best to use it for expansion.
- AICPA Cash Flow statement for bankers and other 3rd party reporting.
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