Other Services

Business Brokerage Representation

We invite you to consider the advantages of listing your business with our carefully selected strategic business brokerage

partners. With their proven track record and exceptional industry expertise, you can expect a superior level of service.

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By opting for our strategic partner's representation, you will benefit from an exclusive offer. Upon successfully selling your

business, they will reimburse you the initial cost of the valuation from their commission. (Limited conditions) This essentially translates into

obtaining a certified business valuation and securing the services of a reputable national brokerage at no financial burden

to yourself.

 

Business Management

We partner with Business Suite 360 to enhance small businesses with optimal management and customer service.​

 

CFO Services

We push your business to the next level and the level after that. Experienced CFOs don't come cheap, a big financial commitment for a small and growing company. You'll gain all the expertise you need and avoid the search and training time needed to bring on that one perfect CFO for your business. CFO's go beyond what accountants and controllers do. Reporting, accountability, arming you with financial and operational insights, strategy, raising capital, budget and financial projections, board meeting preparations and managing investor relations are some of the roles the CFO will take on. The role of the CFO has evolved to be an advisor and a strategic partner to the business owner or CEO.

 

Tax Planning

In selling a business your exposure is a 40% estate tax, a 35% ordinary tax rate and/or a 15% long-term capital gain. We can reduce your exposure substantially. Selling a business can entail selling several types of assets, including business equipment and supplies, pending client transactions, real property and investment assets. Business owners must legally dissolve or close their businesses according to their state's laws and with the Internal Revenue Service. Closing a business requires careful tax planning to avoid unpaid federal business taxes.

 

Accounting Services

We feel we have a fiduciary responsibility to our clients. Many times, we find that the accountant for our clients may not have the expertise needed for the business. We can help. Internal staff and business partners step in to correct and professionally maintain your books. Organization and financial insight give your company the edge.

 

Board of Director Oversight

Boards are expected to provide strategic guidance, help shape culture and hold business management accountable for improving performance.  Critical to the success of the CEO and the organization is a board of directors with the competencies and intellectual capital to address the toughest strategic and operational challenges. We work directly with the board and senior management to help facilitate implementation of specific improvement measures that we or others develop. We have decades of experience in corporate oversight, building companies exponentially.

 

Rebate Analysis

Dozens of potential rebates can be available to your company. We provide an analysis of the potential rebates available to your company, lowering costs or increasing revenues.

 

Turn-Around Services

We have decades of business turn-around services. No upfront cost to you. Our fees are based on performance. Our turn-around services include very quickly understanding your business model and all of its components, recognizing both financial and operational trouble spots and restructuring the business. We grow businesses to be solid and top performing.

 

Minority Business Setup and Reporting

Corporations, the federal government, and state agencies all want to do business with minority-owned companies. Contracting with minority-owned businesses is important to customers, and it's responsible. Having a minority-owned business certification can help you tap into a bevy of public and private sector programs. Having a minority-based business certification can be a real asset. To achieve certification, at least 51 percent of the business or the company's stock must be owned by minority individuals, and the management and operations must also be controlled by such individuals.

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Strategic Planning

Taking Your Company To The Next Level

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Strategic planning is visionary and realistic, looking at where you are now, where you want to be, and how you plan to get there. Instead of big steps, in these times of uncertainty it’s better to set objectives as incremental and iterative – a series of smaller steps that together keep the company focused on the right initiatives to continually bring value to the customer. When steps are small and manageable, it is easier to change course to adapt to shifting priorities, initiatives, and customer demands.

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Strategic planning is about understanding and prioritizing strategic objectives and then setting the direction as to how to achieve them. The resulting strategic plan serves as the North Star for the entire organization.

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Strategic planning is not about leadership developing a static list of goals and tasks that sits on a virtual shelf without regard. It is not based on certainty or things completely under the company’s control. For instance, Harvard Business Review says companies cannot control consumer spend (revenue), but they can focus on how they acquire and retain customers and how they respond to change (fixed versus adaptive strategy).

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While strategic planning is visionary, the strategic plan is not vague or unattainable. Unrealistic or incomplete plans result when there is ambiguity about strategic goals and priorities. For strategic planning to be of value, companies must be intentional, clear, and pragmatic in their approach. Reach out to see how we can take your company to the next level with strategic planning!

 

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