Freelandt Caldwell Reilly LLP
Business Advisory
Building a foundation for success. One brick at a time.
Globalization continues to challenge small businesses, opening up economies and affecting market conditions everywhere. New business opportunities and threats arise invariably, competitors threaten profitability, and consumer needs evolve faster than ever.
This change puts pressure on management, and encourages organizations to adapt and evolve. And amongst all of this complexity are successful entrepreneurs who thrive in the uncertainty.
FCR’s business advisory team works with decision makers to optimize internal operations, structuring them to adapt to the challenges of external environments.
Whether organizations are looking to expand operations, concerned about the effects of regulation, unsure of the economic landscape or looking to gain access to capital, FCR has expert staff on hand to provide the appropriate solution through our business advisory services.
Managment Advisory
OUR MANAGEMENT ADVISORY SERVICES ARE ABOUT WORKING TOGETHER WITH MANAGEMENT TO BUILD THE FOUNDATION THAT GIVES ORGANIZATIONS THE BEST OPPORTUNITY TO SUCCEED.
Business in the twenty-first century is entrenched in a competitive landscape. Faced with growing complexity, business leaders are responsible for the vision of their company, a vision built on a well-thought-out strategic plan.
Together, our teams can collect and sift through the most accurate information, using the organization’s understanding of the business and our knowledge of financial information to develop an organic business strategy—a dynamic plan that is goal oriented.
Our management advisory services allow organizations to plan with confidence by optimizing efficiencies, mitigating risk and leveraging the natural competencies of the business through:
• Business planning
• Business process re-engineering
• Corporate strategy advisory
• Operations advisory
• Financial management advisory
• Cash flow management
Risk Advisory
AS REGULATORS CONTINUE TO TIGHTEN THE BELT ON INDUSTRIES, THERE IS ONGOING INCENTIVE FOR BUSINESSES TO EXPRESS DISCIPLINE AND FISCAL RESPONSIBILITY IN THEIR REPORTING.
When it comes to the successful growth of a business, risk is simply another factor that entrepreneurs need to proactively manage. In an environment where risk arises invariably, a well articulated risk management strategy is integral to the protection of a company’s reputation and credibility.
Managing and reviewing risk is the responsibility of the entire organization, and is meant to facilitate the smooth and uninterrupted growth of your venture.
At FCR, our risk advisory teams aim to ensure that clients receive practical solutions to all of their risk related issues. Before we explore solutions, we work with management teams to discover:
• Where risks for organizations exist and where they may arise
• How they are currently being managed
• If risk management is efficient and whether there are any existing inefficiencies or redundancies
Transaction and Restructuring
IN BUSINESS, GROWTH IS IMPORTANT BECAUSE IF AN ORGANIZATION ISN’T GROWING IT IS COASTING – A CIRCUMSTANCE THAT DOES NOT SATISFY A MAJORITY OF STAKEHOLDERS.
Business leaders face a variety of challenges every day. But at the forefront of management thought is the continued creation of value.
There are many ways to grow a business. But to create value, organizations require a well-structured, efficiently managed, capital agenda—an agenda that can win in many economic environments.
Our goal is to arm decision makers with up-to-date and accurate information that enables management to make informed decisions regarding the company’s capital structure and transaction requirements in the areas of
• Merger and acquisition advisory
• Capital structure
• Purchase and divesture
• Transition tax advisory
• Valuation and litigation support
Executive Advisory
FOR MANY BUSINESS OWNERS, THE GROWING COMPLEXITY OF THEIR PERSONAL FINANCES IS A REFLECTION OF THEIR ORGANIZATIONS’. AS WEALTH ACCUMULATES, SO DOES THE NEED TO PROTECT IT.
Our FCR executive advisory services aim to align an owners aspirations with reality, proactively laying a foundation to grow an all-encompassing financial plan. We work with business owners and their financial advisors to ensure that the most effective and tax efficient strategy for growing and accumulating wealth is in place.
FCR offers executive advisory services in the areas of:
• Asset allocation and financial planning
• Asset and wealth transfers
• Estate and trust and succession planning
• Wealth preservation and management
• Personal tax planning and compliance
• Successor mentorship
Source: http://fcrca.com/services_items/business-advisory/
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