Financial Consulting
Using sophisticated technology and accurate modeling, we develop and introduce strategies geared to improve financial performance by:
-
Increasing Profits and Reversing Profit Fade;
-
Leveraging Bidding Strategies;
-
Accurately Tracking and Increasing Cash Flow and related items – including; WIP, billing, and burden;
-
Calculating Succession and Exit Strategies;
-
Determining and Increasing Business Value; and
-
Determining Income Property Values.
Operations + Management Consulting
Using over a decade of knowledge from multiple platforms and systems, we develop and introduce strategies which improve operational performance by:
- Finding waste and/or downtime and implementing corrective action strategies;
- Providing an in depth analysis of current company processes and procedures;
- Analyzing the value of current software and its relation to business use; and
- Defining the flow of information both internally and externally.
Tax Planning
We provide strategic tax planning for the entity and related individual(s) in the areas of:
- Asset Protection;
- Business Structuring;
- Minimization of Federal and State exposure;
- Compensation Planning;
- Employee Retention;
- Retirement Planning and Funding; and
- Estate, Succession, and Exit Planning.
Succession + Exit Planning
Through our systematic process, we provide guidance for closely-held business in the areas of:
- Business Succession and Exit Planning;
- Succession and Exit Timeline Planning;
- Transactional Guidance, Value Drivers, and Finance Strategies;
- Executive Benefits and Incentive Plans;
- Successor Management Ownership Strategies; and
- Business Continuity Planning.
