BUSINESS ADVICE SERVICES

Building your roadmap to 
accelerated business performance

BUSINESS ADVICE SERVICES

Building your roadmap to accelerated business performance

Succession Planning Icon

Succession Planning

Ensuring your business is structured effectively for succession of future family members, an internal employee or sale to a third party.

Business Acquisition Icon

Business Acquisition

Customized advisory services to assist throughout the entire merger and acquisition lifecycle to ensure a successful outcome.

Business Expansion Icon

Business Expansion Planning

Identify opportunities and provide direction on how to grow revenue, and enhance capabilities.

Business Financing Icon

Business Financing

Strategic solutions to help your company acquire financing and get you quick access to the capital you need to grow.

Business Training

Our growing list of resources are here to answer your questions and help you gain financial confidence and clarity.

Business Valuation Service

Business Valuation

Accurately measuring and assessing the value of your business, while providing direction to maximize revenue.

BUSINESS ADVICE SERVICES 

Business Strategy

As a business owner you may have many concerns including how to grow revenue, generate better cash flow, grow your wealth, how to approach retirement and how to get your business for succession or sale. Our leadership team focuses on proving you strategic advice based on your business’s unique needs and are dedicated to helping you succeed in your business and maximize your wealth.

Cash Flow

By having a strong understanding of the cash requirements for your business, you will have clarity into the true financial performance of you company allowing you to make more informed decisions about business growth and investments. Cash flow projections are a key aspect of financial management within the business, planning its future cash requirements to avoid a crisis of liquidity.

Coaching

As a business owner you likely have many questions related to how to properly plan for retirement, how to maximize your wealth, and how to minimize your taxes. At Gauvreau & Associates we work with thousands of individuals in helping them achieve their financial freedom.​

Growth

Whether starting from scratch or having a mature business, nothing is more exciting than the thought of growing your business. We will work closely and strategically with you to intelligently determine the direction your business needs to take to grow. Some of the business growth services we offer are Bank Finance and Source of Funds, Financial Analysis and Key Performance Indicator Tracking.

Succession

Succession planning is the process of identifying and developing potential successors for key positions in a business through ongoing evaluation and training. Whether it is determine a succession of future family members, making the business ready and available for sale to a third party, or ensuring that a business is appropriately structured for an internal employee to carry on the business, succession planning requires significant expertise and advance planning. Our team will work closely with you to advice you on the available options and the necessary process for succession to tax place efficiently and effectively.

By having a strong understanding of the cash requirements for your business, you will have clarity into the true financial performance of you company allowing you to make more informed decisions about business growth and investments. Cash flow projections are a key aspect of financial management within the business, planning its future cash requirements to avoid a crisis of liquidity. ​

As a business owner you likely have many questions related to how to properly plan for retirement, how to maximize your wealth, and how to minimize your taxes. At Gauvreau & Associates we work with thousands of individuals in helping them achieve their financial freedom.​

Whether starting from scratch or having a mature business, nothing is more exciting than the thought of growing your business. We will work closely and strategically with you to intelligently determine the direction your business needs to take to grow. Some of the business growth services we offer are Bank Finance and Source of Funds, Financial Analysis and Key Performance Indicator Tracking.

Succession planning is the process of identifying and developing potential successors for key positions in a business through ongoing evaluation and training. Whether it is determine a succession of future family members, making the business ready and available for sale to a third party, or ensuring that a business is appropriately structured for an internal employee to carry on the business, succession planning requires significant expertise and advance planning. Our team will work closely with you to advice you on the available options and the necessary process for succession to tax place efficiently and effectively. ​

BUSINESS ADVICE SERVICES 

Virtual CFO

It is not always about increasing the revenue in your business but more specifically, how to increase the profit of the business. We will work closely and strategically with you to increase your profits. Our Virtual CFO Program is a customized virtual offering, for business’s that cannot afford a full-time CFO. Our leadership team will provide the following CFO services.

Key Performance Indicators

We determine the key performance indicators for your specific business and create dashboards that you can access daily, weekly and monthly so that you can make better, more informed decisions.

Critical Driver

These drive profit directly to your bottom line. Every business has 4-5 critical drivers unique to their business yet business owners don’t always know them, manage them and hence drive them. That's money left on the table. We know how to identify them, measure them and stay focused on them.

Budgeting

We prepare business cost budgets for the next 12 months, differentiating between fixed and variable costs to come up with an breakeven point. That is how much money you need to bring in to make no money (breakeven) and break it down to a daily/weekly or monthly number that is easy to remember, understand, and focus on.

Forecasting

We prepare forecasts of the sales and revenue targets for the next 12 months, linking the budgets and cash flow to allow you to understand your cash position at all times.

Profitability Analysis

Upon request, we are able to review periodic financial results and identify trends in profitability within the business, and/or compare the profitability of the business to similar competitors in the market. By reviewing the current and historical financial profitability of the business, the business can be strategically adjusted to ensure the full potential of the businesses profitability is realized into the future.

Business Financing

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Wealth

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HR Planning

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BUSINESS ADVICE SERVICES 

Virtual CFO

It is not always about increasing the revenue in your business but more specifically, how to increase the profit of the business. We will work closely and strategically with you to increase your profits. Our Virtual CFO Program is a customized virtual offering, for business’s that cannot afford a full-time CFO. Our leadership team will provide the following CFO services.

We determine the key performance indicators for your specific business and create dashboards that you can access daily, weekly and monthly so that you can make better, more informed decisions.

These drive profit directly to your bottom line. Every business has 4-5 critical drivers unique to their business yet business owners don’t always know them, manage them and hence drive them. That's money left on the table. We know how to identify them, measure them and stay focused on them.

We prepare business cost budgets for the next 12 months, differentiating between fixed and variable costs to come up with an breakeven point. That is how much money you need to bring in to make no money (breakeven) and break it down to a daily/weekly or monthly number that is easy to remember, understand, and focus on.

We prepare forecasts of the sales and revenue targets for the next 12 months, linking the budgets and cash flow to allow you to understand your cash position at all times.

Upon request, we are able to review periodic financial results and identify trends in profitability within the business, and/or compare the profitability of the business to similar competitors in the market. By reviewing the current and historical financial profitability of the business, the business can be strategically adjusted to ensure the full potential of the businesses profitability is realized into the future.

BUSINESS ADVICE SERVICES

Online Training

Our team has been working diligently to develop a growing list of online resources to answer your questions and help you gain financial confidence and clarity. To be launched in early 2021! 

Vision to Results Financial Framework Program

Description of 12 week training program

FAQ Video Series

Description of video series and link

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CONTACT US

Financial Frustrations to Freedom
Maximize your business’s potential today

CONTACT US

Financial Frustrations to Freedom. Maximize your business’s potential today

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