SERVICES


CAPITAL ACQUISITION

One of the biggest challenges for entrepreneurs and small business owners is finding the funds necessary to grow their businesses. New to the financing world, you will have a difficult time getting the attention of lending institutions or investors. You need professionals to help you develop a viable strategy, identify the right lenders and investors, and make the important connections.

Choosing the right method of funding…read more

STRATEGIC SELLING

The goal of every business is to build a perpetually recurring revenue stream. The link between customer loyalty and true, sustainable, organic growth is well established. But the reality is that, the day-to-day hustle of a business, makes for an over-burdened schedule with little to no time for the management team to develop a marketing and branding strategy aligned with the overarching business objectives.

Duplicate your best customers…read more

CRITICAL PATH

Can you sustain the company you started?

With the many resources available to entrepreneurs (classes, incubators, mentors, etc.), it’s never been easier to create a business. Yet, as the business grows, the entrepreneur’s innate ability and talent have less and less impact on the company’s results. Exceeding the competition, finding new clients and keeping your business profitable are challenges that you have to face…read more

ADVISORY BOARD

Entrepreneurs quickly learn how lonely it is at the top. Regardless of the number of employees, the size and complexity of your organization, accountability for the company’s success rest on your shoulders.

The most successful entrepreneurs like Warren Buffett and Steve Jobs recognize they weren’t skilled enough to make decisions entirely on their own…read more

OUTSOURCED CFO

Entrepreneurs often turns to their CPA for advice about business finances because they don’t have a CFO on staff. In most situations, the opinion rendered will not include the necessary strategic insights and analysis related to the health, value and achievement of the long-term goals of the business.

When the CEO is being distracted from critical revenue-generating activities to handle financing or similar issues, it’s time toread more

Your personal assistant for expert-sourced, custom-searched and reliable answers, without paying MBA prices.

  • Loan Prep
  • Strategic Selling
  • Go Plan
  • Financial Fitness
  • Plan Pro Review