Ecspex combines strategies from 3 key
areas of business:
1) Formulation (finance and planning)
2) Work Flow (management/efficiency)
3)Technology & Productivity
Our goal is to provide a broader range of
expertise to streamline processes and
provide strategies more in line with the
way Entrepreneurs and Business Owner’
s work, think and plan.
Business Formulation Plan
Complete Business design with
Business & Personal Financial Planning,
which combines the two areas rather
than considering them separate.
Business Work Flow Plan
We search for the most efficient ways to
streamline and cultivate your business
for maximum growth and valuation.
Technology / Productivity Plan
We review your current technology
platform and help find solutions and a
design to enhance work flow.
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Business Allocation
-Business Goals
-Investment Ideas
-Professionals
Transfer / Conversion
-Leave to Family
-Sell to an entity
-Conversion to stock
-Private
-Public
Personal Allocation
-Keep what you earn
-Don’t outlast your business
-Allocate to increase opportunity
Preparing to Borrow & Grow
-Key Information
-Robust Plan
Training
-Employee
Compensation
-Understanding Benefits
-Employee Financial Planning
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Financial
-Cost of Business
-Cash flow Management
Marketing and Sales
-Marketing Plan
-Identify Markets
-Market Penetration
-Professional Networking
Work-flow and Processes
-Bottleneck Identification
-Bottleneck Resolution
-Enhanced Processes
Business Design
-Entity selection
-Growth Model
Key Personnel
-Employee
Compensation
-Benefits
Advisors
-Who might be the best?
-Where are they?
-Reducing the cost of advice
Training
-Marketing & Sales
-Management & Work Flow
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System Design
-Selection of vendors
-Software Platforms
-Integration
-Migration
Marketing and Communications
-Social Nets
-SEO, Advertising...
Internet Presence
-Real Business
-Image
-Services for Customers
Internet Services
-Professional Providers
-Quality of Service
-Getting Set Up
Internet Storefront
-Lower Expenses
-How to reach more Customers
Data Valuation
-Know Your Customers
-Data Gathering
-Data Usage Design
-Data Protection
Training
-Communications
-Systems, Software
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