Small Business Planning

Your business doesn't need to be a fortune 500 company to get the benefits of a Chief Financial Officer. We join your team as a "contract CFO" to help find inefficiencies in your business to make it more profitable while sophisticating your processes to promote growth.

Financial Position
  • Financial Statement Review
  • Business financial analysis with industry comparison
  • Financial modeling, budgeting, and projections
  • Loan and banking consulting
Management Team
  • Facilitating/participating in team meetings
  • Drafting/Reviewing Mission, Vision, Values
  • 7 Steps to Annual Business Planning
Business Protection & Succession
  • Business Continuity Planning
  • Review Operating Agreement & Buy/Sell Agreement
  • Ownership restructure advising
  • Collaborate with Attorney
Tax Planning
  • 1065/1120 Review & Analysis
  • Retirement Plan Review
  • *Proactive Tax Planning Strategies
  • Collaborate with Accountant/Bookkeeper
Insurance & Risk Management
  • Review commercial insurance coverages
  • Disability Insurance Review
  • Funding business buy/sell agreements
  • Key Man Life Insurance 
  • Philanthropy