I have over forty years of experience. I spent twenty of those years running the financial, risk/surety management and human resources end of a successful contractor. Whatever your line of business or the stage of your business is at, you can most likely draw on my experience and benefit from my consulting services.
Start-up
There are myriad issues surrounding the process of starting a business. Considerations include capitalization, financing/surety credit, taxable entity structure, licensing and registration, lease vs. buy, and insurance. These issues go beyond the necessary accounting questions that face a start-up business. I have wrestled with each of these issues first-hand. Consequently, if you are thinking of starting a business, you can probably benefit from my consulting services.
Growth and development
The need for accurate financial information is more and more critical as your business grows. Budgeting and financial projections play an integral role in laying out targets and managing the growth. Management of human capital is fundamental and missteps can be costly. While I was in industry, my employer grew six-fold during my tenure as their CFO. That company became one of the largest construction contractors based in North Carolina. As a result, you’ll find very few local CPAs who have gained their knowledge in a similar manner. Furthermore, my length of time in industry is unique for a CPA. Let me put that knowledge to work for you.
Closely-held ownership
Family owned businesses or partnership oriented ownership pose unique management, financial, tax and legal challenges. Close relationships can complicate addressing daily business issues or determining business continuation/succession concerns. My entire career has revolved around, and been integrally involved in, closely held, oftentimes family-owned, businesses. The challenges have been many and varied, for example:
- Management must clearly establish the requirements and rights for owner's (and family members) who also work in the business.
- Also, management must also establish an effective and legitimate corporate structure and hierarchy.
- Another vital step is to develop a corporate mission, vision and strategic plan. The ownership group (or family) will need a roadmap to get them where they want to be.
- Furthermore, it is critical to establish personnel policies that are qualified and non-discriminatory vis-à-vis family members vs. non-family members.
- Finally, the value of the business depends on objective and thorough succession planning.
I’ve seen clients and employers achieve remarkable success. On the opposite side, I’ve also seen miserable failures. Let me share what I’ve seen with you and help you achieve remarkable success.
