For our business clients, most of their personal net worth and retirement are tied to their business. Managing this highly concentrated asset is important for achieving an owner’s financial goals.
As part of our role in helping clients improve their personal finances, we adapt the same skills, network, and resources to help our client’s add value to their business’s bottom line as well.
Our business consulting services are an extension of our personal financial planning with a focus on practical, cost effective solutions that actually work.
We work with businesses from ground floor to exit providing guidance on a wide range of topic areas including tax, accounting, employee benefit/retirement plan design, and risk controls/insurance.
Through our network, we will help you assemble a team of subject matter experts who can help you execute your plan so that you can meet your goals.
We understand the problems startups and early stage business owners have to deal with every day: lots of ideas, huge potential, combined with tight budgets and limited resources.
We also know that established firms sometimes need help getting into shape to improve cash flows or to reposition for new markets, customers, or new owners.
We bring reality into every conversation.
During our ongoing business planning and support process, we will help you refine your business model, identify ways to improve cash flows or lower taxes, and improve your sales bottom line. We provide an objective view, so your business plan is based on reality.
- We work closely with you to understand your goals and vision, and then help you develop the financial portion of your entire business plan, from “elevator pitch” to “exit strategy.”
Business Consulting and Financial Controller Services
Starting or running any business venture can be fraught with pitfalls. These can begin with the many steps in the startup process through the many challenges that accompany growth or transition. As an investor and entrepreneur many of these can be paralyzing, cause inertia, and put an investment – and ultimately your personal financial goals – at risk. Business consulting services provide help from the early steps of an enterprise. It is a key benefit of our coordinated team approach.
During this stage we can help you:
- Choose a proper legal entity
- Establish commercial banking relationships
- Identify business risks and find proper insurance coverage
- Tax planning for the business, investors, and key employees.
Other services that are available include:
- Cash flow management
- Accounting and bookkeeping
- Contract financial controller
- Tax preparation
Thinking of starting a new business? Thinking of expanding or preparing for an exit? Call the Wealth Advisors at CVWA and Boston Tax Planners to help you.