Planning today for a better tomorrow.
For many small and medium sized businesses, a full-time CFO is not an option. This means there are many services that a CFO would normally perform that may not be getting done. Budgeting, forecasting, restructuring, buying or selling a business, strategic planning, retirement, the list goes on and on. These are things we work on with our clients every day. If you’d like to discuss anything in greater detail, please give us a call to see how we can help.
You have goals, we can help.
Budgets don’t have to be boring, and they’re not something you do once and never come back to again. We work with owners to create a budget that sees behind the numbers. The final product is not just numbers on a page, but a narrative that explains how and why these budgeted targets will be achieved. We will meet on a schedule that suits your needs to review budgeted vs. actual totals, and discuss what we need to do to get on track or take it to the next level. Proper budgeting is an invaluable tool to running a profitable business.
Often a byproduct of the budgeting process, we can take a step back with the business owner and discuss the company’s vision, mission, direction, and leadership. Determine what the core pillars of your company is, and connect the dots to how these pillars should lead to profitability. This process should involve not just the owner, but the owners trusted key employees and their teams as well. The result is a strategic road map with measurable goals, clearly defined accountability, and measures of success along the way.
Every business operates with limited resources. That limit may be time, qualified personnel, or money. We can help look into the future and predict how different deployment of resources may affect the finances of your company. We’ve helped clients determine proper new hires and affordable salaries, choose the right projects at the right pricing, and project cash balances as they’re entering reinvestment stages. No one has a crystal ball, but you may be surprised how much control you can have over your future just by planning ahead.
Mergers & Acquisitions
Retirement & Succession Planning
It is never too early to plan for retirement. Many business owners assume their company will fully fund their retirement someday, and unfortunately this is not always the case. Industries shift, customers change, and betting that your company will be worth its peak value at the time you retire may be putting too many eggs into one basket. Let us work with you to determine the different steps you can take starting today to increase the odds of a successful and relaxing retirement.