Succession Planning

Your business has come a long way from its inception. A well conceived succession plan is a critical component of protecting your business’s value which you have worked so hard to maximize. Your succession plan requires a customized, multi-disciplinary approach:

  1. Succession coaching and communication
  2. Business valuation
  3. Tax and estate planning
  4. Corporate finance
  5. Wealth management and financial planning.

With a personal approach, we can work with you to ensure your succession plan achieves your long-term objectives in a flexible, customized manner.

Cash Flow and Budget Analysis

We will evaluate your current financial position and assist you in the preparation of financial projections and business plans. We are also able to help arrange capital or financing facilities appropriate for your business.

In addition to forecasting we can also assist in cash flow budgeting, which is an essential part of sound financial management and can be a useful management tool to help avoid shot-term cash shortfalls.

Computer Consulting

We can help implement and navigate your company’s accounting software such as Quickbooks and Simply Accounting.

Internal Control Review

Our team has the experience to assess your business systems and controls to ensure efficiency and help your company accomplish organizational structure and flow.

 Business Advisory and Consulting Services

“A clear vision, backed by definite plans, gives you a tremendous feeling of confidence and personal power.”

Brian Tracy

Let's talk!