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Operational Management
Business Plans
A plan helps keep a business focused. The planning session may identify potential opportunities in the form of new
markets, tax savings, expense control, pricing, employee benefit plans, new partnerships or other areas. We can help
your organization develop a plan or review existing business plans.
A plan helps keep a business focused. The planning session may identify potential opportunities in the form of new
markets, tax savings, expense control, pricing, employee benefit plans, new partnerships or other areas. We can help
your organization develop a plan or review existing business plans.
Pricing Decisions
Our team will review items such as pricing alternatives or creating a financial modeling tool to measure the profit
impact of volume pricing break points.
Our team will review items such as pricing alternatives or creating a financial modeling tool to measure the profit
impact of volume pricing break points.
Cost Controls
As with any successful business, containing cost is a key consideration. We'll examine the total expense elements,
look at standard costs for products and services, review administrative cost allocations and examine the impact of
additional activities involved with each transaction such as processing or handling.
As with any successful business, containing cost is a key consideration. We'll examine the total expense elements,
look at standard costs for products and services, review administrative cost allocations and examine the impact of
additional activities involved with each transaction such as processing or handling.
Profitability Modeling
Developing financial spreadsheets allows you to make quick assessments. Measure the impact on profits by adding
customers, creating breakeven points or analyzing the impact of variable costs against discounted prices when
increasing monthly volumes. Human resource and machine utilization will be thoroughly examined.
Developing financial spreadsheets allows you to make quick assessments. Measure the impact on profits by adding
customers, creating breakeven points or analyzing the impact of variable costs against discounted prices when
increasing monthly volumes. Human resource and machine utilization will be thoroughly examined.
Employee Benefits
We'll assist in the review of the cost of plans, benefit coverage, new trends and analyze the impact of employer
contributions.
We'll assist in the review of the cost of plans, benefit coverage, new trends and analyze the impact of employer
contributions.
Developing a Board of Directors
Has your business grown to the point where it needs formal quarterly meetings? Perhaps the existing board needs
help or a fresh perspective to spark ideas or accelerate progress? We can create an effective Board of Directors for
your company, regardless of size.
Has your business grown to the point where it needs formal quarterly meetings? Perhaps the existing board needs
help or a fresh perspective to spark ideas or accelerate progress? We can create an effective Board of Directors for
your company, regardless of size.
Corporate Structure
Is your business properly incorporated? Tax laws and benefits vary by entity type. Review of your business could
reveal potential benefits from a different entity type such as a C-Corp, S-Corp, LLC or Partnership.
Is your business properly incorporated? Tax laws and benefits vary by entity type. Review of your business could
reveal potential benefits from a different entity type such as a C-Corp, S-Corp, LLC or Partnership.
Exit Strategy
Selling or planning a business succession requires careful planning. All business owners should be developing an
exit strategy today. Whether you are planning to sell or retire in two years or twenty years, an exit strategy is essential to
getting the most for your business when the time comes. We've got a guideline program to get you started.
Selling or planning a business succession requires careful planning. All business owners should be developing an
exit strategy today. Whether you are planning to sell or retire in two years or twenty years, an exit strategy is essential to
getting the most for your business when the time comes. We've got a guideline program to get you started.
Business Succession
Are you preparing for succession? Planning needs to be done in advance. If not, you run the risk of a lower sales
price, or even worse, the business is turned over to a family member who cannot afford to operate it due to tax issues,
debts, costs or management skills. Let us work with you to identify succession needs, so we can carefully address
any training needs and plan your best financial position.
Are you preparing for succession? Planning needs to be done in advance. If not, you run the risk of a lower sales
price, or even worse, the business is turned over to a family member who cannot afford to operate it due to tax issues,
debts, costs or management skills. Let us work with you to identify succession needs, so we can carefully address
any training needs and plan your best financial position.
Retirement planning
Planning for retirement is not easy. We can help you, and employees, create a tax beneficial savings plan, as well as
evaluate the costs of employer funded programs. Finding productive employees comes second only to retaining them.
Our professionals can review retirement objective and establish financial goals.
Planning for retirement is not easy. We can help you, and employees, create a tax beneficial savings plan, as well as
evaluate the costs of employer funded programs. Finding productive employees comes second only to retaining them.
Our professionals can review retirement objective and establish financial goals.
Long Term Planning
Special Interest Groups
Family Businesses
We help families create succession
plans, work through managerial or
employee issues, create development
plans, work on financial issues and help
maintain or enhance family ownership.
We help families create succession
plans, work through managerial or
employee issues, create development
plans, work on financial issues and help
maintain or enhance family ownership.
Non-Profit
We can provide audit assurance, special
projects and training in financial or
operational issues.
We can provide audit assurance, special
projects and training in financial or
operational issues.
| _____________________________________________________________________________________________ Petrow, Vincent & Kane, P.C. | 8440 Woodfield Crossing Blvd, Suite 345 | Indianapolis, IN 46240 Phone: (317) 452-4700 | Fax: (317) 735-0023 |
| Consulting Services |
