CONSULTING AND PLANNING THAT DELIVERS MEASURABLE VALUE
Our firm specializes in providing consulting and planning services to assist our clients individually or with the financial aspects of their businesses.
Consulting
Business Consulting Services
- COVID-19
- Development of accounting systems, forms and related office procedures
- Negotiations with lending institutions
- Review credit and collection policies, compensation plans and insurance analysis
- Assistance in recruitment, training and evaluation of accounting and clerical personnel
- Assistance in filing with regulatory agencies
- Assistance in preparation of monthly and annual operating budgets
- Assistance with development of long-range business plans and strategic goals
- Cash management
- Return on investment analysis
- Business valuations
- Sale, merger and acquisition services
- Succession Planning
- Internal control studies
- Real estate transaction analysis
- Operations and ratio analysis
- Operations and performance improvement
- Risk assessment
- Entity performance measurement and evaluations
- Determination of allocation for labor and overhead rates
- Business succession planning
Planning
Succession Planning
The success and longevity of a family business depends on early and ongoing succession planning. Communicating the plan to family members and other key stakeholders in a timely fashion, increases the likelihood that the business and its value, will endure well beyond the leadership transition. It matters not only to the owner, but also to your customers, suppliers and employees, to name just a few.
Strategic Planning and General Advice
From time to time even the best-run business needs some advice or a second opinion. Healthy businesses plan for the future, and having an independent review of your strategy can really help – our partners act as advisors in many industry sectors and can offer you the benefit of having seen what works and what doesn’t. By using the best accounting, budgeting, planning and reporting tools we can ensure that you will have all the information you need to face future challenges.
What is a Strategic Plan?
A strategic plan involves a process of defining where you want your company to be in three to five years’ time, and exactly how you and your team are going to set about addressing these aims, goals and objectives.
Do You Manage Change or Does Change Manage You?
A good strategic plan allows you to be proactive and responsive to change. Our approach – tailored to your situation – prepares you to overcome any business planning challenge. We help you develop a sense of direction and clear business strategy by promoting management consensus a thorough understanding of markets and competition, and the correct planning skills to chart and achieve company goals, including:
- Defining the characteristics of your company in three to five years’ time
- Defining specifically what business you want to be in
- Answering the question “Where will the company derive its growth from?”
- Considering the internal structure and resources of the company in combination with the impact of various external factors (political, economic, social and technology)
- Identifying the objectives and strategies to be set and the associated action plans, which must be activated if the company is to succeed in achieving its objectives.
- Putting in place an effective implementation process so that all the hard work is put to good use.
Let us exceed your expectations. Contact Brett Aamot at (888) 388-1040 to learn more.
