Service Areas
Business planning and strategy
We have all heard the phrase: “If you fail to plan, you plan to fail”. We work with business owners to compile budgets, strategic plans and long-range plans, as well as the key performance indicators (KPI’s) that you need to track consistently to achieve your objectives.
risk mitigation
There are a multitude of risks facing business owners of privately-owned companies today. From cyber security to insurability to systems stability to government compliance, is your business structured to minimize the impact from a disruption in any one of these areas? Talk with us about steps you can take.
financial reporting
Income Statements, Balance Sheets and Cash Flow Statements can be complicated. We help you to understand the numbers, and more importantly, we help you to understand the “story” behind the numbers. Why is this happening, and what can I do? In addition, we help ensure you receive this information in a timely manner, facilitating your decision-making cycle.
sales & marketing effectiveness
Many businesses struggle when deciding how to set up their sales and marketing organization to maximize efficiency and effectiveness. We work with you to optimize your strategy, systems, processes, structure and compensation.
cash flow
“My sales are going up but my cash is decreasing. What is going on?” This is a common complaint from many growing businesses. We can help you stay on top of your cash flow and access capital when you need to. Don’t understand how banks will assess your credit worthiness? Let us help.
business transitions
Looking to sell or transition your business over the next 3 - 10 years? Plan ahead. The baby-boomer generation will be selling or transitioning approximately 4 million businesses over the next 10 years. If you are not planning now for this transition your options will become limited and the value you are likely to receive for your business will not be maximized.