Business Services

We specialize in assisting small businesses improve their profitability, convert the business operations from a “job” to a true entrepreneurship, plan for retirement, and plan the business exit strategy to maximize the value of the business when the appropriate time arrives. Phil has teamed up with Craig Cowles, founder of “Entrecraft”.

Value Builder

Through Entrecraft, we offer a high level evaluation of your business through the Value Builder System. Once that is done, should you want to increase your value score, we will work with you to develop a tailored plan to improve your profits, convert your business from a job to a true business, and maximize the value of your business.

ProfitCents

We prepare ProfitCents reports to evaluate your current business operations and benchmark it against your industry peers. (Do you know how your business stacks up against your competitors?) We can show you. We will also give you recommendations on how to improve your operations and profitability through these reports.

Tax Planning and Projections

Wouldn’t it be nice to know in advance how much taxes you owe and how to minimize them? We can help with these through our planning and projections services.

To Summarize

We have the resources to elevate your business, unchain you from your business, get taxes to a manageable level, improve your retirement outlook and maximize the value of your business. We are able to provide these broad range of services, yet be close enough to each individual business owner to be aware of and mindful of their needs and objectives.