This company came to us in the middle of an IRS audit. “Everything was a disaster,” they recalled later, “and we didn’t even realize it.” Whittaker worked together with the company’s highly qualified team to put the pieces together, stabilize the accounting records, provide guidance, and work with the team on how to move forward.
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This company had an opportunity for his business to be acquired, and asked us to be a sounding board throughout this process. We held a meeting with the owner and his management team. “I was able to state my specific vision for each team member in a way I was never able to before,” he
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For this business, the powerful results of seeing profits go from $500k to $6.7 in a period of 18 months were primarily the result of implementing a financial dashboard, and holding monthly meetings. It sounds simple, but these two solutions are based on what we know works for businesses of this type. First, it’s critical
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https://www.youtube.com/watch?v=j3bOWeZYC44
https://www.youtube.com/watch?v=7qpm63NdZ7s
After working for many years to grow your business, you may have reached the point where you’re thinking about selling. Maybe retirement is on the horizon and you’re counting on proceeds from the sale of your company to help support you. Eyes wide open Your business is possibly the most valuable transferrable asset you will