Business Planning
What Is Not Perfect With Your Business Yet?
Does your business have challenges that hinder its growth? Does your business stay busy yet continue to have cash flow problems? How efficient and effective are your day to day operations? If you are a small business that has been in business for 2 or more years with less than 30 employees and any of the aforementioned issues affects your small business, you are in the right place.
Most small business owners are great at their trade however, they were never trained nor expected to know how to efficiently run a business. So, business owners keep it simple and stick to what they know. If the business is making a profit and there is cash in the bank the business is doing fine. If the business shows a loss or cash gets tight something must be wrong. This simplicity is not showing the business owner the complete picture of what is happening with the business.
Have you been able to decipher or make sense of your financial statements? Are you using the accounting data you receive every month to make effective decisions about the business? This is the information small business owners need to have at their fingertips to get a true picture of the health of the business.
The Take Flight Process
Take Flight Advisors will help the business owner with marketing, production and accounting to increase cashflow, reduce expenses and ultimately grow revenue.
TAKEOFF
Step 3
Orient
Present Findings
Review Recommendations
Acceptance
Crew Briefing
Step 1
Overview
What to Expect
Engagement Agreement
Complete Fact Finder
Next Steps
Climb
Step 4
Decide
Develop Score Card
Develop Business Plan
Descent
Step 6
Controlling
Risk Management
Taxi
Step 1
Observe
Conduct TTAP Analysis: Team | Technology | Accounting | Processes
Employee Questionnaire
Cruise
Step 5
Act
Reduce Expenses
Improve Cashflow
Increase Revenue
Landing
Step 7
Touch & Go
Annual Review
Establish Forecast
The small business owner at its core has three main goals
Grow the Business
Provide for the Family
Save for Retirement
For many small business owners, this is often a balancing act. Should the business owner fund the business or fund retirement? Think about it – for the business owner goals #2 and #3 don’t happen unless #1 happens. That is our purpose at Take Flight Advisors. Our #1 goal is the same as yours – to make the business more profitable.
Speak to a Financial Advisor
Schedule a One Hour Consultation
No-Cost, No-Obligation
- Complete this form
- Click the Schedule Me button
- We will contact you to set a time that works for you.
We are eager to meet you!