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We Provide the Tools, Systems, Training & Coaching to help CEO’s and Their Teams to Help Them Manage and Improve the ‘Financial Side’ of their Business. Then, we bring the same type of financial engineering to the ‘Personal side’ of life for individuals, their families and Estates. This comprehensive approach is the only logical way to achieve true financial independence.
Business Financial Management Services
As a result of working with hundreds of businesses over the past 30+ years, we have developed Action Toolkits for dozens of core business management initiatives including;
- Profitability Improvement (Revenue Growth, Cost Management)
- Cash Flow Improvement & Debt Management
- Tax Savings & Risk Management
- Strategic Planning, Management & Reporting (i.e.…The ‘Tahiti’ Plan)
- Financial Management Training & Accounting System Improvement
- Employee Development, Training & Empowerment
- New Business Start Up
- Exit Planning & Management Succession Systems
We also provide Outsourced CFO Services as well as Executive CEO Coaching which helps the CEO to learn what they need to know about accounting, financial reporting and most importantly, how to use it to improve profitability.
Personal Financial & Estate Management Services
As they say “It’s not what you make that’s important…it’s what you keep.”
In the same way that BusinessPrintsm provides the platform to roadmap the business, we can follow the same approach to capture the big picture of your personal financial life. In essence, it’s a roadmap to manage what we call ‘The Business of Life.’
Our personal financial services help individuals look at their finances in a business-like manner, which includes the following initiatives
- Personal Budgeting
- Tax Management
- Asset Management & Protection
- Real Estate Investing & Management
- Wealth and Retirement Planning
- Proactive Estate Management