Solutions
CFO CONSULTING
CFO CONSULTING
CASH FLOW MANAGEMENT
CASH FLOW MANAGEMENT
SUCCESSION / EXIT PLANNING
SUCCESSION / EXIT PLANNING
ENTREPRENEUR WEALTH MANAGEMENT
ENTREPRENEUR WEALTH MANAGEMENT
CFO Consulting
Bring strategic, forward-thinking guidance to your business through CFO Consulting. We’ll help navigate business challenges through education, tools and hands-on-help:
- KPI Dashboards
- Profitability Analysis
- Operating and Capital Budgeting and Forecasting
- Tax and Bookkeeping**
Cash Flow Management
Cash is the lifeblood of any business. We demystify profit and cash flow and help you positively impact both.
- Detailed Cash Flow Assessment
- Profit vs Cash Flow Reconciliation
- Cash Flow Cycle Best Practices
- Debt Management and Capital Raise
Succession/Exit Planning
One thing is certain; you will exit your business, whether by choice or through an unanticipated event. We help proactively position you and your business for a successful transition through:
- Business Valuation
- Exit Options Assessment
- Business Growth Initiatives
- Owner Personal and Financial Planning
Entrepreneur Wealth Management
As the owner of a privately-held company, your life is intertwined with your business. We want to ensure that your life’s aspirations (lifestyle, retirement and legacy) are factored into your financial plan which in turn is largely funded by the cashflow and at to some point, exit from your business. We can provide:
- Personalized planning including your own client dashboard
- Retirement Planning
- Asset Protection and Estate Planning
** Bookkeeping and Tax Services available as an add-on to clients of our other services. Contact us to discuss your unique needs.