Strategic Relationship

 

Executive Coaching

Small Business Owner Consulting

 Business Plans

  • Short Term Strategies to Improve Profitability ***
  • Marketing Strategies ***
  • Cost Minimization
  • Cost Benefit Analysis ***
  • Funding
  • Exit Strategies
  • Business Re-Process Engineering
  • Post Merger Integration
  • Growth through Acquisitions
  • Turnaround Strategies
  • Achieving Economies of Scale
  • Board of Directors / Executive Committee

 

Financial Plans/Projections (2nd opinion)

Small Business Owner Protection

 

  • Asset Protection Analysis
  • Risk Assessment & Risk Management
  • Fiduciary Protection Strategies (IPS / SPD)
  • Estate & Trust Protection
  • Business Valuation ***
  • Liquidity & Lending
  • Succession Planning
  • Asset Allocation (MPT)
  • Private Asset Management ***
  • Asset Re-Balancing
  • “Alternative” Investments & Hedges
  • Cost / Benefit Analysis & Savings ***
  • ERISA & DOL Standards Compliance

 

Tactics

Direct Mail/ Catalog / 800 Number / E Marketing & Follow-Up

  • Articles / Advertisements / Press Releases
  • Referred-in Meetings (Networking Affiliates)
  • Seminar Luncheons/ Business Expo Networking
  • Visitations / Exit & Entrance Interviews
  • Existing Clients / E Contact
  • Discovery Conference Calls (Risk Tolerance Questions)
  • Mobile Office of the Future / Sales
  • Information Technology & Communications Efficiencies
  • “The 5 th Store”/ E Business Building
  • Corporate “Raving” Fan Page