Planning
How do you KNOW that all of your firms plans are current and optimal?
Mercer Capital, Memphis TN Tim Lee, Executive VP told me that of the 30,000+ business and professional firms business plans Mercer Capital has reviewed over the last 30+ years, less than one in twenty is set up properly to accomplish the company’s or firm’s long term intended goal in every way.
Your business or professional firms ownership shares are likely one of your largest personal asset. We help you create and implement up to date comprehensive optimal planning, execution, and monitoring.
Many firms owners falsely think that their business or professional firm will somehow continue to operate equally profitability without their services or their key employees due to death or disability.
You and your Partners and C-Level executives contribute the following in order to thrive:
- technical knowledge
- effective business plans that are living breathing documents ready to change as helpful
- ability to meet all challenges and take advantage of opportunities including Mergers and Acquisitions favorably.
- documented processes
- ability to generate substantial profitable revenue
- financial acumen
- Trademarks and Service and Registered marks that are used consistently and properly…or your frim can lose them.
- ability to motivate and manage employees,
- key contacts with clients, vendors and banks, etc.
- ability to develop profitable new products, services and markets
- business continuations plans with current professional agreements that cover all contingencies, independent valuations, and $ when needed on a cost effective basis.
Our experience and professional responsive service is reflected in our 97% client retention ratio.
