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At what point does an organization need help? Consulting is often associated with solving a problem. We can help when a problem arises, but offer a more proactive approach to helping our clients. Our advisory services assist clients in different areas of their business. The focus is to keep a continual process improvement plan in place. We help organize operational issues and develop long-term profit strategies. If profits are not your primary concern, We can develop systems and processes to help achieve other objectives such as reduction of debt, planning for succession, or creating “additional free time”. Operational Management Business Plans A plan helps keep a business focused. The planning session may identify potential opportunities in the form of new markets, tax savings, expense control, pricing, employee benefit plans, new partnerships, or other areas. We can help your organization develop a plan, or review existing business plans.
Pricing Decisions Our team will review items such as pricing alternatives or creating a financial modeling tool to measure the profit impact of volume pricing break points.
Cost Controls As with any successful business, containing cost is a key consideration. We'll examine the total expense elements, look at standard costs for products and services, review administrative cost allocations, and examine the impact of additional activities involved with each transaction such as processing or handling.
Profitability Modeling Developing financial spreadsheets allows you to make quick assessments. Measure the impact on profits by adding customers, creating breakeven points, or analyzing the impact of variable costs against discounted prices when increasing monthly volumes. Human resource and machine utilization will be thoroughly examined.
Employee Benefits We'll assist in the review of the cost of plans, benefit coverage, new trends, and analyze the impact of employer contributions.
Employee Goaling Small changes in direction can motivate employees. We'll review or help create employee objectives. These can be production goals, personal development targets, or financial objectives. For sales and management personnel, we can look at compensation programs to determine ways to redesign plans or create objectives based on selling higher margin products or services.
Developing a Board of Directors Has your business grown to the point where it needs formal quarterly meetings? Perhaps the existing board needs help, or a fresh perspective to spark ideas or accelerate progress? We can create an effective Board of Directors for your company, regardless of size.
Corporate Structure Is your business properly incorporated? Tax laws and benefits vary by entity type. Review of your business could reveal potential benefits from a different entity type such as a C-Corp, S-Corp, or Partnership.
Long Term Planning
Exit Strategy Selling or planning a business succession requires careful planning. All business owners should be developing an exit strategy today. Whether you are planning to sell or retire in two years or twenty years, an exit strategy is essential to getting the most for your business when the time comes. We've got a guideline program to get you started.
Business Succession Are you preparing for succession? Planning needs to be done in advance. If not, you run the risk of a lower sales price, or even worse, the business is turned over to a family member who cannot afford to operate it due to tax issues, debts, costs or management skills. Let us work with you to identify succession needs, so we can carefully address any training needs and plan your best financial position.
Planning for retirement is not easy. We can help you, and employees, create a tax beneficial savings plan, as well as evaluate the costs of employer funded programs. Finding productive employees comes second only to retaining them. Our professionals can review retirement objectives and establish financial goals.
Special Interest Groups
Family Businesses We help families create succession plans, work through managerial or employee issues, create development plans, work on financial issues, and help maintain or enhance family ownership.
Non-Profit We can provide audit assurance, special projects, and training in financial or operational issues.
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