Financial Management

Need a professional eye to review financial processes? I begin with a thorough financial analysis of current business issues and situations followed by a schedule of coaching sessions to ensure your complete understanding of actions needed to address your specific needs.

Issues you may need to review include:

• The financial aspects of your exit strategy

• Compensation benefit issues

• Financial sensitivity model

Family Business Assessment

The Family Business Assessment provides family business owners with a practical roadmap in key areas of their business to successfully transition to the next generation of management and ownership. I distill a long and complex process into understandable, achievable pieces.

Need help leveraging your legacy for your business and family? Carefully crafted, easy-to-read, practical reports are generated covering Strategic Planning, Financial Management, Workforce Management, Family Governance, Succession Planning and Professional Advisors.