This is a new product designed to help SMB owners to achieve their medium / long term financial objectives and exit strategy, by providing services to capitalize on opportunities and enhance weak or important areas of the business that are often neglected.

All small business owners have something they either do not want to do or do not know how to do that is nevertheless essential. With this service, they just “put that in a drawer” and during our regular visits to the company we handle them. This is often combined with Financial Accounting services and a regular review of business metrics with the owners.

The most common areas are insurance, human resources, accounting, financial planning, and sales management. I make regular visits either in person or virtually, to either personally handle these issues or coach the owner on how to improve their process. I review the monthly financials, sometimes I also prepare them. We then have a monthly meeting to review performance and medium- and long-term strategies.

WHY IT WORKS

As the owner is now free to concentrate on the areas of the company they are successful in, have significantly reduced non-productive time, and take part in regular strategy and performance reviews, the business is now based on a much stronger foundation for profitable growth.

WHAT MAKES ME DIFFERENT

I have 35 years of experience in large organizations, usually in turnaround and change management roles, which gave me significant experience in most functional areas. I have also been a small business owner myself for the last 15 years, so I am well aware of the sleepless nights that small business owners go through. I am passionate about taking the techniques I learned in the corporate world to small business owners, so they can be more efficient, productive, and happy!