We analyze your financial position and work with you to develop projections and budgets aligned with your strategic priorities. Our team ensures essential financial processes are in place so you can plan appropriately. Our goal is to understand your financial condition, your opportunities and risks and develop a plan to help you achieve your vision. Importantly, we work with your team so they can take over the financial analysis and reporting.
We work with your team to understand your current sales strategy and plans. Drawing from 30+ years of small business sales experience, we assess the effectiveness and efficiency of the plans and develop detailed processes with measurable results. You can expect us to provide momentum, guidance and training through plan implementation.
The process of evaluating a sale or an acquisition can be overwhelming and stretch your team's resources quickly. We help you understand your alternatives, the process, the valuation, the timing and the strategy. We can advise your team from start to finish or simply provide guidance and an extra set of hands for business valuation, crafting sales memoranda, research, due diligence, other.
Operational efficiency means money. We dig into your current processes, systems and resources and help identify and implement changes where necessary. Need help evaluating where and how to incorporate AI? Are you over- or under-spending? Ultimately, our job is to save you money and time. We know you are spinning multiple plates. We can take a few off your hands.
Do you need interim resources? Launching a business with all of your key players onboard is difficult and expensive and often not effective. We can bridge the gap until you are ready to make key hires. We can also direct you to a range of external, trusted resources from bookkeeping to legal to fractional executives.
We are happy when small businesses prosper. Leverage that and see your brand reach unimaginable heights.