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

1.

Initial analysis to find inefficiencies and compare to industry benchmarks.

2.
Cash flow and balance sheet management. Observe for over leverage in debt or need for new debt. Begin monthly KPI dashboard.
3.

Review ownership structure and owner retirement planning. Exit planning, funding buy/sell agreements, COLI, DI vs UI, employee benefits tie-in.

4.

Risk management program review. General liability insurance, business asset insurances, policy premium shopping, Liability limit review trade off.

5.

Tax strategy analysis and implementation.

6.

Draft business financial plan document overviewing the above.

7.

Seven Steps Annual Business Planning at turn of year.

Ready to get started?

Josh is ready to quarterback your business success to his all-star team! Send this form and you will get a response shortly.

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Investment Advisory Services offered through TLG Advisors, Inc. Registered Investment Advisor; 26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120. (303) 797-9080. 

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