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SOLUTIONS
Customized solutions designed to optimize each stage of a business life cycle
CFO 2.0
Foundation for all businesses. Navigating opportunities using timely financials & analysis along with a thoughtful budget is a prerequisite for success and safeguarding against opportunity costs.
What's in the plan
- Clarifying Issues: Deciphering symptoms from cause to identify and focus attention
- Strategic Cash Management
- Budget Setup/Review and Recommendations
- Tracking Progress Against Goals
- Increasing Revenue: Guidance for Business Productivity / Adjusting Packages
- Customized Quality Quarterly Reports and Analyses
- Managing Expenses against Revenue using Creative, yet Practical Solutions
- Reliable network of Attorneys, CPA's, Insurance Brokers
- Navigating Uncertainty
- Quarterly Meetings
- Guarantee: High Level of Comfort and Trust
Quarterback
It’s about how much you keep. Smart planning stretches the same dollar to make it impactful and provides the means of attaining long and short-term goals all at once. Takes emotion out of the decision-making process and makes the hard work all worthwhile.
What's in the plan
Includes what’s in the CFO 2.0, plus:
- Short and Long-term Tax Planning and Coordination
- Evaluate Tax Strategies and Opportunities
- Estimate Taxable Income and Managing Cash
- Coordinate and actively work with CPA's, Attorneys and Asset managers to Optimize Performance
- Compliance with Tax Laws and Regulatory Requirements
- Internal Control Recommendations & Enhancements
- Establish, Administer and Maintain Bill Payment Module
- Monthly Meetings
360°
Optimal time for growth, cashing out, or handing over to the next owner. This is for the business owner who is always thinking ahead of the curve. It offers the greatest value proposition as it covers all facets of business decision making and operations.
What's in the plan
Includes what’s in the Quarterback, plus:
- Acquisitions and Selling Businesses: Provide clarity, guidance, analysis, research and coordinate efficient and effective implementation. Ensure reasonable bills for professional services
- Strategic Alignment of Company Players and Goals: positive outcomes of Entire Team including lawyers, private wealth advisory firms, CPA/accountant, insurance, banking and all relevant stakeholders
- Point Person/Liaison for business partner dealings: effectively removing friction and enhancing communication with partners for issues/data/concerns and assistance for upside.
- Life insurance administration /Crummy Letters
- Proactive Business Consulting & Due Diligence
- Unlimited Personal Ad hoc calls / emails
- Establish, Administer and Maintain Bill Payment Module
- Monthly Meetings
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