This is a list of additional services we provide.
| Accounting Consulting | Review of existing accounting structures, and recommendations on best ways to advance legally and in compliance with federal tax codes |
| Asset Protection | General legal questions can be answered regarding personal and business assets & how to protect against debt insolvency issues |
| Business Consultation | Any time the client has a business question they can call and speak with someone for advice. If questions become too frequent we may setup a contract for services |
| Business in a Box | For some clients we provide BizTree’s Business in a Box www.BizTree.com |
| Business Plan (advanced) | Referred to outside party for high level business plans |
| Business Plan (limited) | Good for SBA applications, not for running a business |
| Business Plan (review) | Review for compliance for SBA & bank requirements |
| Credit Counseling | Clients who enter with specific credit issues may have them resolved during our service |
| Educational Documents | We are continually developing new educational documents which we provide to our clients. Some examples are “How To Create A Business Plan” (17 pages), “Understanding Finance Principles” (13 pages), Marketing Basics (in development, 20+ pages), Accounting Fundamentals I and II (in development), Guarantor Questions & Answers (6 pages), Small Business Taxes (in developments), Small Business Management (in development, 20+ pages) |
| Entity Formation Services | Incorporation, DBA’s, Partnerships |
| Entity Review | We review the existing corporate entity for problems that could interfere with lending acquisition, and advise clients on how to resolve issues |
| Equipment Finance | We diversify the types of funding acquired by clients to such sources as equipment finance |
| Finance Consulting | We provide educational documents & spreadsheets for helping our clients manage their financing which we establish for them |
| Funding Liquidation | We help clients liquidate funds from corporate credit accounts |
| Guarantor Formation | Provide legal documents to help share the risk associated with debts between guarantors & partners, as well as legal advice to guarantors regarding their roles & responsibilities |
| Legal Risk Analysis | Review business procedures & potential issues from a legal perspective to determine long-term model feasibility |
| Legal Structure Analysis | Reviews and advises on legal structure of existing and future entity |
| P&L Modeling | Revenue P&L’s for cash flow analysis |
| Payment Strategy | We provide input on ways to make payments to maximize payoff and minimize the expense of these types of funds |
| Sales Projections | We enable clients to create realistic industry based sales projections for their businesses |
| Vendor Credit | We can help clients establish vendor credit, which provides them funding from a large variety of business relevant to their business such as Staples & Home Depot |