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Financial & Business Analysis
With an in-depth financial analysis, we can
help you identify more competitive ways to
increase the profitability of your business.
Capital Formation
Sources of capital for starting and growing
your business can come from a variety
of sources. We can explain the “ins and
outs” of each, help you evaluate which is
best for your circumstances, and assist
you in locating, negotiating and structuring
needed cash infusion. | | |
| Business Succession Planning
One of the most overlooked parts of a business is the succession planning. A business is usually the largest asset of a person’s Estate. We can work with you develop a plan to successfully pass your business to the next generation, sell your business to a third party or key employees.
CFO Outsourcing
Unlike large businesses having a Chief Financial Officer is not an option for many small businesses. Jim Oliver & Associates can assist you by filling the role of a CFO, without the cost of hiring an experienced full-time CFO. Our expertise allows us to assist you with many functions that traditionally are done by a CFO for example, Budgeting and Forecasting, selection and setup of accounting systems, designing and implementation of internal controls, and strategic planning.
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| Debt Management Strategies
How to utilize and control debt.
At Team Oliver, we’ll work with you to assess your debt and help you plan and implement a strategy to manage debt effectively and how to use debt to your advantage. We can review your current debt and work to create a plan to restructure your current debt. Our Team can also show you ways to where debt can help grow your business when used strategically.
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| Insurance Review
Your business is always changing, so its important to annually get an objective review of
the your various insurance policies to make sure they are still appropriate for your current
business situation.
Begin your business insurance review by meeting with your financial professionals to assess
the risks your company faces. You should also evaluate the service and support you’ve
received from your agent, broker and insurance carrier.
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Sign in here to schedule
A COMPLIMENTARY
consultation with one of
our team members.
Please bring a copy of last
year's income tax return.
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