Business Enhancement Services

BUSINESS ENHANCEMENT SERVICES

Cash Flow & Budget Analysis

The Grassi team prepares cash flow and budget analyses, a valuable management tool that serves as the foundation of a company's financial plan. We create an annual cash flow plan, which we monitor and update. More importantly, we show clients how to set up strategies to help reach their budget goals. These strategies can include maintaining general and payroll accounts, setting up payment schedules, establishing credit policies, providing inventory controls, and developing tax strategies.

Profit Enhancement Strategies

Our experts help management teams develop ways to increase profitability. The team analyzes clients’ business operations, including production, marketing, personnel and management. To ensure efficiency, the team guides clients in prioritizing and implementing solutions and improvements to increase their profits.

Operational Reviews

Many companies overlook value-added services when managing operations. We ensure that every aspect of our clients’ business works effectively and efficiently and contributes to their bottom line. During an operational review, our team examines and evaluates all operating, develops strategies to overcome identified problems, and guides the client in implementing corrective measures. Our team also initiates monitoring systems to evaluate the ongoing performance and effectiveness of the programs instituted.

Performance Benchmarking

Performance measurement provides our clients with a tangible advantage. Our team provides detailed scorecards that show how clients’ businesses perform compared to the competition. This process provides specific information on areas in which the company excels and those that need improvement. Measuring performance is a challenge, but the process allows clients to understand what they need to manage, change or maintain within their organization. Grassi delivers reliable, specific and actionable performance standards, based on assessments of our clients’ performance compared to relevant competitors. These tools enable clients to succeed in this ever-changing business environment.

Succession Planning

Grassi develops succession plans that ensure the tax-efficient transfer of business management and ownership to the next generation. Our professionals help preserve what our clients have worked so hard to earn. In addition, our team provides the services necessary to support this planning, including business valuations, shareholder buy/sell agreements, stock option plans, creation of family limited partnerships, and support with the sale of clients’ businesses.