As a business owner, you already know the truism, “It’s not always what you know that can hurt you, but what you don’t know that can!”
Since 1991, our A+-rated business resource firm has been providing unique expertise to thousands of businesses every year.
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What do you love most about your job?
I’ve enjoyed my 40-year career as an entrepreneur and have made more than my fair share of sales and profits and now I find it exhilarating to be a part of a team that is mission focused on helping small business owners achieve their dreams. While I have enjoyed working with Fortune 10 firms as a vendor, I find the heartbeat of commerce resides with the individual who has risked it all for the American dream of building a legacy for his or her family.
Teamwork is the key.
I enjoy being a member of the largest team of consultants in the country with the same mission of helping stressed and overwhelmed business owners achieve their dreams. Delivering the return on investment needed to propel the owner to accomplish his or her goals and ambitions is what floats my boat today.
What inspired you to start your own business?
Anyone in a sales role knows their primary job is to provide value to their customers; value that exceeds the price or fees for the service rendered. Early in my career, the firm I was working with was focused on “stuff” and delivering stuff to the customers.
My focus was on service and what could we do with the “stuff” that delivered a return on the invested dollars. That focus on service and exceeding my clients’ expectations propelled me to millions in sales and profits on an annual basis across the country, when fax machines and beepers were the rage.
I still am focused on providing a service that exceeds expectations and a SOLID ROI for my clientele.
Why should our clients choose you?
Value. We deliver value before we collect anything since we are not on a retainer basis.
You have the largest and best small and medium business consulting firm in the country, right at your fingertips. When you choose us, you get an extended team of over 900 professionals looking for ways to solve the business issues you are facing. We help you achieve your business, and in many cases, personal goals.
Sales and marketing are two basic requirements of every business. However, comprehensive systems including Operational Dashboards which measure key metrics and KPIs are essential and put the business owner in a position of managing the business, rather than simply working IN the business. We find too often small business owners spend an inordinate amount of their time working IN the business, rather than ON the business.
Once the existing owner has the systems to manage the business in place, they get their life back and are able to build a business that has transitional and saleable value in place, because the business operations are simply "Turn-Key" for any future owner.
At the end of the day, while it still comes down to making the cash register ring, our goal is to ensure it rings profitably to be able to keep the lights on for the next day and build the owner's legacy for the future.
Sales alone will cover a multitude of sins because money keeps flowing, but all sins do have a day of accountability and resolution. Profitability is key to long-term growth, wealth, and legacy.
Can you provide your services online or remotely? If so, please add details.
Our initial business survey is done onsite. We need to understand all aspects of the business before knowing what is needed to achieve the owners’ goals. Otherwise, we would be performing malpractice at our client’s expense.
Why the need for the survey?
Are there business and/or marketing plans? Is the business simply using a QB accounting system? Does a minimum profitability metric exist? Are they overpaying in taxes? How do they know? Does an inventory control system exist? Does it need an asset protection review? What kind of productivity incentives exist and are they effective? What is the culture like? Positive or Negative?
Once we know the client’s needs, we bring in the team members who will perform the needed services, with certain aspects performed remotely.
What changes have you made to keep your customers safe from Covid-19?
We do not allow sick staff to visit clients' places of business.
Six Key Blocks for Every Successful Business
These six blocks, when properly constructed, ensure a business is profitable, healthy, and growing in value. If a business is missing or misfiring on any one of these, like a six-cylinder car, the business will not realize its full potential and value.
Why is it important to get outside experts to review and “tune up” your business systems?
To catch and solve issues before they hurt the health and profitability of the business.
Business Consulting Includes Comprehensive Business Analysis and Complete Tax/Accounting Services
Our seasoned and highly experienced Senior Business Analysts are available to review the following areas and more: Finance, Planning, Controls, Economic Analysis, Operations, Production, Personnel, Purchasing & Job Costing, Warehouse Inventory Controls, General Accounting & Cost Systems. Minimum Acceptable Profit Controls.
Asset Protection to minimize liabilities, while maximizing tax benefits of owned property. Reports for Information Management Systems, Business Planning & Organization Structure, Economic Outlook Studies, Marketing, Sales & Public Relations, and Review Tax with a focus on legal reduction in Overall Tax Burden.
We investigate Exit Strategy, Estate Planning & Transitional Tax Planning to minimize Taxes while maximizing payout.
Fees
Contact us to learn more about our services and very affordable discovery fee. (see Our Process)
Consulting fees are quoted upon completion of the business analysis.
Our Process
After an initial meeting, our analyst arrives at your location, does a complete review of your business, and focuses on the areas our discussion reviewed and any additional areas needed.
Our fee for this is a SATISFACTION GUARANTEED fee and is a very reasonable low fee for BARK subscribers.
We expect to be paid the fee if you see value in what you hear from the analyst. You then can take the findings and hire us, someone else, do nothing, or any combination.
That is your next business decision.
Industries Covered
We cover almost any small business with just under $1MM in sales to well over $300MM in sales. These industries include but certainly are not limited to the following: Construction, Restaurants, Repair Shops, Manufacturing, Distributors, Services, and many more.
If you desire assistance to take your business to the next level or to exit your business, give us a call.
For over 36 years, we have been providing excellent service to businesses of all types.
A Tax Review that your CPA would welcome.
Recent numbers: In 2022, our team of tax attorneys reviewed the Federal and State taxes for over 20,000 companies. In 90% of those, we were able to LEGALLY REDUCE the individual firm's tax burden by AT LEAST 20%.
Thinking about exiting the business, then a Tax Transition Plan is what you need, and we have that covered too.
Our highly degreed season attorneys include up to PhD levels of training and once you engage our tax services for your team, your team has the freedom to call with any tax question at NC.
The question then becomes, What can we do for You?
Give us a call today.
Testimonials
Take a quick view of our many video testimonials from all across the country in businesses just like yours.
Visit: www.isi-services.com/testimonials
or www.tavasllc.com
Coaching and Mentoring
Our Senior Business Analysts and Consultants all have years of business ownership before joining our firm.
They know how to coach and mentor you and guide you in achieving the results you desire.
Generational wealth Transfer
As you work in your business, are you leaving a legacy to your family?
Whether you plan to transition the business to a family member or sell it outright, planning now can help make your retirement years fulfilling.
Watch the short video titled "Generational Wealth" to see how your fellow business owners are leaving an outstanding business legacy.
Click here for "Generational Wealth."
https://youtu.be/OJS4uk9RUJA
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