Business Financial Advisor and Strategic Wealth Targeting
FMC Financial Services, Inc provides a full array of financial consulting services including exit planning. With each component properly integrated, the maximum value of the business will be attained. The services offered to achieve this goal are:
Exit Strategy Design and Implementation
- Integrating the business model with quarterly business valuations and financial analyses to receive the maximum price of the business if and when sold
Financial Model
- Narrative Business Plan
- Develop a Set of Assumptions
- Monthly Income Statements for three years
- Monthly Balance Sheet Statements for three years
- Monthly Cash flow Statements for three years using the Indirect Method
Quarterly Financial Analysis
- 78 Financial Tests: Critical industry ratios are calculated and compared to client’s competitors to determine if the business is operating at maximum financial efficiency.
Monthly and Quarterly Review of Accounting Statements with Client
- Review with the client the business’ financial vital signs to determine if the company is maintaining the necessary operating and financial strength to attain its budgetary goals and valuation.
Quarterly Eligibility Testing for Financing Options
- Includes eligibility tests for financing and presenting financial options available to support the company’s growth
Quarterly Business Indication of Value
- Traditional industry methods are used to measure the value of the business. The value is compared with the exit strategy valuation target, and if targets are not being met, corrections are made using the business model, and financial analysis to make the necessary adjustments to get the company back on track.
Information for Business Owners
.......................................
Although small businesses are the largest contributors to the economy, they experience a failure rate of 80% during the first five years.
Half of the survivors fail over the following three years. The major reasons for failure are lack of sufficient capital and business knowledge, insufficient revenues, and no exit planning.
CPA Programs
.......................................
Like all businesses, a CPA’s practice has a target market and needs to differentiate itself from the competition.
For over 30 years FMC has been growing business including CPA practices providing value added services.
In your practice’s strategy, if you are not already targeting the small business, we strongly suggest you consider it.
If you already do, then we want to help you grow your practice.
Banking Solutions
.......................................
FMC Financial Services, Inc. (FMC) serves both banks and small business owners. Each is benefited mutually by growing together.
Small businesses account for over 55% of the GNP and exert a powerful impact on the local economy.
Without the support of local banks, small businesses would not have sufficient capital for growth.