Services
We offer services in two areas - business consulting and business planning. Our business consulting services will help you better deal with day to day issues while our business planning services will help you better plan for the future in financial terms.
Business Consulting
Are you as profitable as you should be? Are you having personnel problems that just keep getting worse? Are you just tired of consultants and experts who tell you what the problems are but can’t seem to help solve them? Do you just need someone to talk to on a regular basis. No matter if you are a 5 employee business or a 500 employee business, we can probably make your company more profitable than it is right now. We offer a variety of services to help you achieve your goals:
- Board Advisors
- Productivity Analysis
- Mentoring (Executive Coaching)
- Management Training
Business Plans -
Whether you are a startup or established company, an IPO candidate or just planning for the future, to attract the right people you need a document about your concept and company that is meaningful, clear, concise and accurate.
Meaningful, clear, concise, and accurate. Those are the characteristics of a great presentation. Your banker, investor or your management team wants a document they can understand, read quickly and walk away with most of their questions answered. You don’t do that with bells and whistles. You do that with complete and accurate information. What you say and how you say it is a common phrase but it has no greater application than in the preparation of a business plan. You have a concept, an idea, and a business that requires funding. It doesn’t matter if you need equity, debt or a partner, your business plan must be able to get and keep someone’s attention. And most importantly, it must convince them this is an opportunity for them. Bankers and investors review countless business plans each year. Unless your plan is meaningful, clear, concise and accurate, you will not keep their attention. Content matters and we can work with you to develop just what you need. You can find sample business plans under “What it looks like.”
Financial Forecasts
Financial forecasts are a necessity to provide one part of the roadmap to success. We can assist you in the development of financial forecasts and, if required, we can prepare a computer model to produce your forecasts. What we do is dependent on what you need.
Operating Budgets -
Like financial forecasts, operating budgets and the budgeting process are critical to the success of any organization. Once again we can assist you in their preparation, provide you with guidance or prepare a computer model to streamline the development of your budgets.
Reviews & Critiques -
You may have already drafted your business plan, financial forecast or operating budget. But you know you may only have one shot at presenting this information to a potential lender or investor. We can review and critique them for you to ensure they are meaningful, clear, concise and accurate. We can also help update prior years’ information.
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