What are your business objectives?
Is succession or a business transition in your immediate future? Are you hoping to expand? What are your particular issues and obstacles?
Any business, whether it’s a start-up or a long-established company, will have challenges that need to be addressed. Metcalf Hodges can help you identify and resolve such issues. With strategic, financial, performance and organizational guidance truly customized to your business, we can provide as much or as little support as you wish.
For some clients, it’s simply a matter of offering guidance to sort out some annoying problems. For others, we play a far more interactive role in helping them incorporate their strategy.
Initially, we implement a review to determine areas for improvement. These can include areas such as planning and budgeting, capital structure, costing and pricing policy, marketing, debt collection, financial recording and reporting systems and staffing requirements.
Our Business Advisory & Ownership Transition Services include:
- Development of financial strategies
- Succession and transition planning
- Buy/Sell agreement strategies
- Outsourced CFO services
- Monitoring and training on the use of management accounting techniques
- Implementation of accounting systems
- Advisory board meeting facilitation
- Organizational planning and team alignment
- Compensation strategies
- Employee Stock Ownership Plans (ESOP)
- Sales analysis and reporting systems
- Budgeting and forecasting
- Profit enhancement programs
- Business debt planning and structuring
- Establishment and evaluation of internal control systems
- Information technology assessments
- Business valuation services