1. Detailed personal financial analysis and planning consultation, based on the completion of a Personal Financial Planning Questionnaire and analysis of income and spending.



2. Perform activity-based costing and/or management assessment of customer base and routines. Set up detailed key performance indicators and financial/operational reporting routines for team members to prepare. Such items will be designed to monitor the key activities that lead to profitability and less reliance on owner daily input. Client to fax or e-mail to us for review and commentary.



3. Prepare a limited calculation of estimated business value, using comparable company sales and giving a general guideline of valuation.



4. Assist in obtaining an independent, third-party valuation report to document actual company value.



5. Using a sophisticated business analysis tool, we will work closely with you to assess critical areas of your business. Based on the diagnostic review, we will help you identify exactly what needs to be done in your business to reach your goals by developing key action steps.



6. Assist with implementation of the key action steps, together we develop a project plan with timelines and resources to make it happen. To ensure that you stay on track, we will monitor the project management plan and work with you on the implementation of the action steps required.

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