Services & Strategic Partners

Services & Strategic Partners

We cover all the critical areas to success

Business Plans
Business Plan

Written document describing in detail how an enterprise will execute methods to achieve its growth goals. It represents a framework for soliciting working capital, operations and marketing the product or service.

Key Person Insurance
Key Person Insurance

Life insurance on the key person in a business. These are people deemed crucial to a business and whose absence could disrupt the enterprise.

Training
Training

The teaching, or developing in oneself or others, any skills and knowledge or fitness that relate to specific useful competencies.

Public Relations
Public Relations

A strategic communication process that builds mutually beneficial relationships between organizations and their publics.

PPM
Private Placement Memorandum

A legal document provided to prospective investors when selling stock or another security representing a claim on the assets of a business.

Succession Plan
Succession Plan

A process for identifying and developing new leaders to succeed current management in case of attrition, retirement, mortality event, or similar transition cycle.

Fractional CFO
Fractional CFO

An experienced CFO who provides serves for organizations on a part-time, retainer or contract arrangement.

Social Media
Social Media

A computer-based technology that facilitates the sharing of ideas, thoughts and information through virtual networks and communities.

Audited Financials
Audited Financials

A company’s financial statements which have been prepared and certified by an independent Certified Public Accountant.

Human Resources
Human Resources

Is the division of a business that is charged with finding, screening, recruiting and training job applicants.

Advertising & Marketing
Advertising & Marketing

Advertising is a promotional activity which aims to sell a product or service to a target audience. Marketing refers to the activities of a business related to buying and selling a product or service.

Web/App Development
Web/App Development

Web development is the work involved in developing a website for the Internet or an Intranet. App development is the process of creating software applications that run on a mobile device.

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