OUR SERVICES

CFO

• Month-end close

• Monthly financial statement preparation and analysis summaries

• 12-month forecasting

• Break-even analysis

• Margin/profitability analysis

• Cost tracking by project, job, service line, etc.

• Resource planning/equipment investment analysis

• Debt vs. cash-flow strategy analysis

• Incentive plan creation and tracking 

• Scenario forecasting and planning

• Annual marketing & sales plan consulting

• Quarterly marketing & strategy call updates

• Business Plan Creation

Coaching & Consulting

• Building Culture

  • Personal Intelligence Calls

• Support and Challenge Leadership Dichotomy

• Personal accountablity Faith, Family, Fitness, Finances

• System Implementaion

  • Attracting, Converting, Delivering & Collecting

• Pivot calls-practical action steps from CFO metrics

• Cash Flow Management

• Forced action marketing

• Branding properly

• Hiring, Retention & Training Systems

• Owner distribution percentages

• Bonus Plan and Incentive Plans

• Shop/Branch Start Up Planning

Merger & Aquistions

• List or find a business for sale on our platform

• Leverage our connections and audience to easily sell your business

• Business sale systems preparation and consulting

• Due diligence assistance

• Facilitate buyer/seller connections in the industry

• Financial analysis for target business purchases

• Exit strategies and planning

• Succession Planning

• New location start up

• Company merger facilitation