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Identification, implementation and monitoring strategies designed to sustain your business's financial health and accomplish your strategic mission.
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Business Plans |
| | The business plan is a statement of a company's goals or objectives and the course
of action it intends to follow to accomplish them.
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Developing a Budget |
| | Many small business owners are experts in production, sales or some other aspect of their business enterprise.
Often, however, they are not as knowledgeable about the financial aspects of their business.
The process of developing an operating budget can address this problem as well as a number of operational
issues
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Cash Management |
| | The overall objective of the cash management system is to make less cash do more work.
The goal of the system is to maximize cash inflows, minimize cash outflows and maximize yield on idle funds.
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Incentive Compensation Plans |
| | For most businesses, the demands of competition cause their ultimate success to be largely determined
by the effectiveness of their human resources, particularly the management team.
The compensation plan should motivate personnel to achieve goals and cause the business to prosper.
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Mergers, Acquisitions & Sales |
| | Mergers, acquisitions and sales of companies are major undertakings.
They require both operational and non-operational expertise.
Properly structured, such a transaction can yield significant tax-effective economic gains.
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Jim Erlandsen, CPA, CVA |
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