Financial Management Consulting Services

Our financial management consulting services help you quickly improve your business financial health and value. We deliver unique financial assessments, evaluations, analysis, plain language recommendations, training and coaching.

Our financial management consulting services deliver improved financial health by helping you:

- Understand your overall financial health. - Determine the market value of your business. - Compare your results with others in your industry. - Resolve liquidity issues. - Understand your gross and net profit trends. - Evaluate sales growth and new opportunities. - Determine if borrowing is costing you to much. - Evaluate if your assets are being used effectively. - Determine if your hiring is effective. - Create 30 day, 90 day and long term action plans. - Define the best metrics to monitor your performance.

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Programs:

Financial Health Improvement Assessment

Business Valuation Analysis

Financial Health Improvement Assessment

The Financial Health Improvement Assessment analyzes key financial figures of your business and provides you with a plain language written report highlighting the areas of your business which are the strongest and those which need improvement, while outlining an action plan for reaching your financial goals.

The report includes: charts, graphs and a star rating system to measure your businesses’ financial health. Key financial areas covered include: liquidity, profits, profit margins, sales, borrowing, assets, employees and ratios. You'll even see just how your financial situation compares to other businesses in your industry for a better perspective.

Business Valuation Analysis

 The Business Valuation Analysis program analyzes key financial figures or your business to determine the market value of your business today using a discounted cash-flow assessment. If you are looking to sell your business, apply for additional funding or evaluate business value based on future projections this analysis will be key.

What is performance based pricing ?

We work with our clients in tandem as their partner to build their business success. Our fee structure is performance based, with the total investment determined by the client and their project satisfaction.

What is your next step ?

Contact us today at (972) 727-6880 to setup a free consultation. During our conversation we will discuss your challenges and goals, determine which of the above programs will best meet your needs, review the investment required for your specific service program, and discuss the potential return on investment (ROI).