Completing the Puzzle

Business owners have certain skill sets. It is rare to find one who has all the answers, even though they may or like to think they do. They may be superb at product design and manufacturing and weak at marketing. They may understand the importance of protecting their business legally with contracts, bylaws, and buy-sell agreements but lack some comprehension of debt-to-equity ratios or balance sheet evaluation.

A business owner always has the option to hire employees who have the skill sets they need and may be missing personally. If there is enough demand for contract reviews and pursuit of accounts payable, it makes sense to bring in a lawyer. If there are a plethora of shareholders and complicated financial records to maintain, it may be wise to employ an accountant. If there are hundreds of employees, the business might consider having a financial planner on to assist personnel with their retirement plans. Hiring lenders may be out of the picture, but there are companies that have established credit unions.

However, some business-related skills are best provided to owners by outside professional consultants, such as lawyers, accountants, financial representatives, and lenders. When you take the time to think through what the consulting professions offer to a business owner, and only look at those four professions, you realize something is missing.

What's missing?

The professional business planner and strategic marketing consultant.

Professional business planners comprehend the nuances of a business and the unique needs of a business owner, even if it's a franchise operation. We know when to advise you on getting a legal review of an operating agreement to avoid problems, or which accounting firm is best prepared to conduct the audit for you. We have relationships with a variety of banks, credit unions, and other funding sources (angel investors) to help you obtain the financing you need, and we also understand the importance of financial planning to ensure you achieve the objectives you have for yourself and your business.

Help is available to grow your business. All you have to do is ask for it.