Business Services

Now you can have a partner at the top

Services

From new business start-ups through exit strategies...
and everything in between

BUSINESS PLANS

- To help raise capital

- To grow your business

STRATEGIC PLANNING

- Propose carefully considered long-term plans

- Develop systems for you to stay ahead of the curve
and be proactive, not reactive

MARKETING

- Energize your business development efforts

- Revitalize your company's image and brand, and
fully integrate those with the overall strategic plan

- Ensure consistency throughout all communication pieces

ORGANIZATIONAL ANALYSIS & RECOMMENDATIONS

- Help maximize your business' performance by matching
the right people with the right jobs

CONSULTING CFO DUTIES

- Analyze your financial statements

- Establish billing systems to maximize cash flow

- Advise on insurance issues, buy-sell agreements,
personnel and payroll issues

- Evaluate and plan for a merger or acquisition

CUSTOMER SERVICE TRAINING

- Analyze existing company procedures

- Propose more customer-friendly approaches when needed

- Propose more customer-oriented billing and payment options

- Provide a 10-step system: "The Successful Selling Process"
to help you better fulfill all your promises to customers

- Provide a system for regular follow-ups with customers:
mailings, thank you notes, gifts, and questionnaires

EXIT STRATEGIES

- Create a plan to transition successfully toward
retirement either full-time or part-time

FINANCIAL PLANNING &
INVESTMENT ADVISORY SERVICES

- Available from Michael Boulton at
Financial Solutions