For Business Owners
Plan your
We help you work ON your business, so you can enjoy working IN your business
Your business doesn’t need to be a fortune 500 company to get the benefits of a Chief Financial Officer. We join your team as a “contract CFO” to help find inefficiencies in your business to make it more profitable while sophisticating your processes to promote growth.
Financial Position
- Financial Statement Review
- Business financial analysis with industry comparison
- Financial modeling, budgeting, and projections
- Loan and banking consulting
Management Team
- Facilitating/participating in team meetings
- Drafting/Reviewing Mission, Vision, Values
- Josh’s 7 Steps to Annual Business Planning
Business Protection & Succession
- Business Continuity Planning
- *Review Operating Agreement & Buy/Sell Agreement
- Ownership restructure advising
- Collaborate with Attorney
Tax Planning
- 1065/1120 Review & Analysis
- *Proactive Tax Planning Strategies
- Collaborate with Accountant/Bookkeeper
Insurance & Risk Management
- Review commercial insurance coverages
- Funding business buy/sell agreements
- Key Man Life Insurance
- Philanthropy
* Neither our company nor any of its employees or agents are authorized to give legal or tax advice. Consult your own personal attorney, legal, or tax counsel for advice on specific legal and tax matters.
Intentional Business Planning Process
Ready to get started?
Josh is ready to provide business success with his all-star, first-of-its-kind committee! Send this form and you will get a response shortly.
