When you think about a successful business, you might think of all the different experts that were needed as part of that business's success.
There is a Chief Executive Officer, Chief Operation Officer, Chief Technical Officer, Chief Financial Officer. Each of these titles conveys a layer of expertise and oversight. A business owners first hire once they have become successful and gone beyond the startup phase is usually the Chief Financial Officer. What we do is help our clients by being their Chief Financial Officer at home.
We are their Personal CFO. Our clients have already achieved success.
A Personal CFO does not know everything,
what they do know is who to bring in,
when to bring them in,
why to bring them in
and how to utilize their expertise to coordinate with your plans.
Clear, understandable guidance.
We listen carefully, analyze fully and then provide recommendations that are relevant, timely and – above all – understandable.
We provide confidential, highly customized solutions that emphasize you and your needs – not a pre-packaged set of solutions or ideas.
Our work both supplements and coordinates the services of your existing team of specialists, such as a trusted attorney, accountant or
board of advisers. In addition, your Business Intelligence Specialist is experienced in marshaling the resources of a nationwide network
of investment banking, M&A and other technical specialists
An ongoing relationship.
Business owner planning is not a static event. Your strategies are regularly reviewed to ensure they remain consistent with your
long-term objectives and are aligned with our changing world. Through it all, we keep you at the center of the process.
We are your advocate.
- Minimum of two reviews of retirement plan each year
- Ongoing enrollment support
- Periodic investment reviews
- Annual review of plan expenses
- Education seminars for participants
- Assist in due diligence for trustees with concern to fiduciary liability