Our Approach

Our goal is to help some people make lots of money, and help other people keep the money they already have.

Initial Evaluation – We are committed to being part of the solution, not the problem. We offer a free evaluation, meeting with you and reviewing your business’ position. If we are confident that we can make a positive impact, we will present an engagement proposal. The engagement proposal outlines our suggested involvement and the anticipated outcome for your review and response.

Data gathering and in-depth exploration of the engagement – We rapidly obtain the critical data, appraise the urgent requirements, and make an early intervention plan.

A “Go Forward Plan” – A strategic financial plan is then developed and put in place to move your business forward.

Follow up monitoring and modifications – We recognize that your business environment is often dynamic and complex, and therefore regular follow-up and comparison of real-time results to the plan is necessary. During this review period, plan modifications and actions are often required.

Our Fees

We will process all pertinent information quickly so we can understand your business situation and be candid and honest of our ability to help or not. If we feel that we aren’t the best match to move you forward, we will offer our advice without charge and point you in the right direction. If we can assist you, we will be part of the solution and fight for you every step of the way.