Investment Management, Financial/Retirement Planning & More
Leonard Brecken (917) 701-5231
Business Consulting Services
Through our affiliate company Charlotte Consultant Services we offer consulting services are aimed at improving profitability & valuations for businesses for those clients that are business owners. We are investors not accountants that lends a different perspective on what is driving the value your business. Further, since we are compensated based on profitability improvement we are held accountable to do so. Without accountability it is unlikely your current CFO/Bookkeeper is focused on that area. Our profit improvement approach is based on efficient resource allocation, by focusing on the key metrics driving your value that are consistent with your business strategy. By improving profitability we can then improve its valuation and in turn offer exit planning for business owners.
Profit Management/ Exit Planning
We offer CFO like services aimed at driving higher profitability & valuation. We re-align your bookkeeping & processes so that they represent how you derive your profits so that they can be improved. Its starts by defining who you are and your uniqueness via a Business Strategy statement. Then we review where & how you allocate your business resources to create a budget & forecast for the business. Our promise if we don't deliver higher profits we don't get paid. Our pricing starts at $300/mth depending on complexity.
Exit Planning
Often a business owner's biggest asset is its business when planning for retirement. Exit planning involves not only helping to provide a plan for an owner's retirement, but estimating businesses impact on that retirement via valuation estimation and improvement.
Business Valuations
We leverage our investment experience through delivering accurate business valuations for owners.
