we help you meet AND exceed your goals
THROUGH REGULARLY monitoring critical metrics
OUR PROCESS
collect. Analyze. solve. execute. (& Repeat)
C.A.S.E.TM Comprehensive Advisory Services FOR Entrepreneurs
This strategic process allows us to define your business and personal financial objectives, and determine key indicators of progress towards meeting them. By monitoring critical metrics of value growth, we help you meet and exceed your goals.
01. COLLECT
Through a series of questions, we collect as much information as we can about your business AND personal goals, to learn what success looks like for YOU.
02. ANALYZE
We explore and analyze all available metrics from personal finances, business value drivers, and sources of risk.
03. SOLVE
We consolidate our analysis into actionable solutions that we can help you execute to reach your goals.
04. EXECUTE
Based on your desired outcomes, we create an implementation plan and work alongside you to execute it.
This process Can repeat throughout a working partnership to achieve new goals and outcomes
what to expect
The First 90 Days
BUSINESS PERSPECTIVE
Collect information on your business to clarify financial and operational perspectives, typically through reports and documents; begin identifying trends and discovering additional areas of focus.
PERSONAL PERSPECTIVE
Conversations to learn more about you — your thoughts on money, how your business fits in your life, your hopes for the future; if applicable, encourage spousal input, regardless of involvement in the business.
THIRD-PARTY VIEWPOINT
See your business through the eyes of a potential buyer or outside investor; identify areas of focus for business value creation before there is pressure from a buyer or investor.
OBJECTIVE VALIDATION
Pause, and methodically evaluate if your business and personal goals have been accurately captured before moving forward.
OVERLAY INTERSECTION POINTS
Turn due diligence into a holistic view of your business and how it’s currently driving your personal financial picture; incorporate third-party view to identify improvements to get more of what you want from your business and life.
SHORT-TERM PLANS
Use all gathered intelligence to create short-term action plans (24 months or less); where are you going and how will you get there.
LONG-TERM GOALS
Create an aiming point and horizon (more than 24 months away); set direction and pace of shorter-term actions; develop measurable and achievable plans for every step along the way; serve as your guide in setting, tracking and making necessary course corrections to achieve your goals.
what to expect
The Next 270 Days
BI-WEEKLY
CHECK-INS
30-60 minutes
every other week
cover existing,emerging and urgent business issues
MONTHLY
CHECK-UPS
60-90 minutes
cover existing, emerging and urgent business issues
review year-to-date and month-end financial performance
QUARTERLY ZOOM-OUTS
Half-day
review year-to-date and month-end financial performance
revisit and track progress toward long-term goals