helping business owners manage risk assessment
WHAT IF?
Life is unpredictable, and businesses are no exception.
Conducting "What If?" scenarios allows you to prepare for various outcomes and navigate unexpected challenges with confidence.

Financial Risk Assessment
Most businesses are riddled with an array of dangerous financial landmines lurking within their business. One supplier falls through. One major customer changes payment terms. One employee with siloed knowledge. If you hope to sell your company someday, it’s key to understand that unmitigated risk is a massive killer of deals.
We’ll identify the financial risk, offer your best alternatives, and navigate you through our gameplan for minimizing them.
“Can I do this?” — Scenario Planning
Many business decisions and necessary pivots present themselves as threats to the very existence of your company. Many major personal life purchases require taking a sizeable owner’s draw that could hamstring the company’s growth. And the thing is — there’s no report in Quickbooks that your CPA can run to help you make the call.
We’ll help you run the numbers, stress test your cashflows, and advise you through your biggest go/no-go decisions.
“I was sitting there as a 50% owner – because I had a silent partner, and I had been chewing for a few years on how I was going to buy back his stock.”
Related Case Studies
