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Seasoned entrepreneurial executive with thirty years of experience in small company analysis, development, growth and management.
Experience as Founder, CEO, President, CFO, and COO for companies with $1-50 million in revenue and 10-70 employees.
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Stategic Planning
We specialize in small business strategic planning including defining vision and mission, conducting SWOT analysis, setting SMART objectives, developing strategies, tactical planning, budgeting, resource allocation, implementation, monitoring progress, evaluation, adaptation, and communication. It's a systematic process to align resources and actions with long-term goals, ensuring flexibility to respond to changes in the business environment while engaging stakeholders in the pursuit of success.
Accounting/Bookkeeping
We help companies organize and process their accounting/bookkeeping transactions including tracking financial transactions, managing payroll, preparing financial statements. We can handle recording income and expenses, reconciling accounts, and generating reports for businesses to make informed decisions. These services maintain financial records accurately and effectively, providing insights into a company's financial health and facilitating tax filings.
Startup/Growth Support
We help develop various essentials for the startup/growth phase of small companies including testing the business idea; conducting market research to validate demand; building a solid business plan outlining goals and strategies; targeting access to funding or capital; and recruiting a talented team. In addition, we can advise on optimal infrastructure such as technology and office space, legal and regulatory compliance guidance, and marketing strategies to attract customers.
Mergers, Acquisitions, and Exits
In today's dynamic business landscape, mergers, acquisitions, and exit strategies are vital for companies seeking growth, market expansion, or restructuring. Our leadership specializes in facilitating seamless transitions, leveraging our expertise in negotiation, valuation, and strategic planning. Whether you're looking to merge with a complementary business, acquire a competitor, or strategically exit, we can help guide you through every step of the process, ensuring a more successful outcome.