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Business Advisory

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BUSINESS CONSULTATION FOR BUY/SELL PREPARATION

Using a combination of my financial, accounting, and small business owner experience, I help business owners prepare to buy/sell a business.*

 

On the buy side, this can include but is not limited to reconfiguring financial reporting, developing processes to track KPIs, regular financial review meetings and strategic discussions, etc.

 

One the sell side, this can include but isnot limited to budgeting and forecasting post acquisition performance, develop post acquisition integration plan for essential business functions, etc.

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*My services add-on to and does not replace services of business brokers, M&A advisors or financial & exit planners*

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BUSINESS PROCESS CONSULTATION

Optimize your business processes for scalability and success. While small business owners understand the importance of documenting their processes, finding the time for this essential task can be challenging. However, by partnering with me, you can unlock significant opportunities for process optimization and building a scalable business. Over a period of 3-6 months, I will guide you through the transformative process of documenting and clarifying your business processes, leveraging my holistic understanding of your organization and industry.

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