1. Financing and Building the Business
- Business Plan: Update and refine your strategy.
- Cash Flow Management: Plan for current and future cash needs.
- Capital Structure: Evaluate and optimize your legal and financial framework.
- Branding: Develop a strong communications and branding strategy.
- Marketing: Implement a collaborative marketing approach.
- Funding: Explore crowdfunding options and strategies.
2. Building Sales and Operations
- Sales Management: Establish a robust client relationship and sales management system.
- Accounting Integration: Integrate your accounting system with operations for seamless management.
- Human Resources: Manage your workforce effectively, including employees and contractors.
- Internal Controls: Design and test controls to safeguard assets and ensure accurate reporting.
- Systems Integration: Ensure smooth integration of various software and systems.
- Social Media: Leverage collaborative strategies for social media engagement.
3. Save Money by Cutting Costs
- Reduce Overheads: Identify ways to cut accounting and payroll expenses.
- Insurance Savings: Optimize insurance and workers’ compensation costs.
- Tax Benefits: Take advantage of tax-free capital gains and income tax strategies.
4. Protect What You’ve Earned
- Risk Management: Develop a comprehensive risk management strategy.
- Succession Planning: Plan for management and ownership transitions.
- Trust Fund Liabilities: Assess and manage trust fund liabilities.
- Estate Planning: Ensure your estate plan is up-to-date and reflects your current wishes.