Workman White offers turnkey, step by step solutions surrounding Succession Planning, Employee Compensation, and Financial Consulting. We work hard so that the business owner doesn’t have to. It is our passion to help small business owners build, protect and plan for the transition of their business. We create personalized strategies with proven techniques. We are dedicated to our craft and focus on providing customized solutions, unique to each client, to help you take control of your business finances, employees, and eventual exit.

Financial Consulting

No company can grow without cash. If your business has hit a plateau and is not producing the cash you need to expand and grow to your potential, Workman White can help you strategically plan to get to the next level with our skilled financial consulting. Perhaps you got hit with an unexpected RS debt or other large payout needed. Let us help you solve the financial problems that every business faces. We can advise you on where to find the best funding source and introduce you to the right experts.
Many companies need strong earnings for expansion, buyouts or debt restructuring. We help you set strategic goals, shape culture, and drive implementation to achieve your financial goals. When looking to sell or transfer, earnings and cash are the fuel. Building cash flow models, benchmarking to peers, creating accountability measures, are all part of our strategy for success. We do performance and financial testing of all our clients that give a full view of where they are financially in comparison to their peers. From there, we can build the strategies needed to see results.

Succession Planning

If you are looking for the services and tools needed to effectively navigate the succession and exiting planning process, you have come to the right place. Workman White provides several customized programs that prepare your business for sale/transfer, maximize your business value, chart a course to meet your personal and financial goals, prepare the next generation of leaders, and protect your wealth. Workman White guides you through every step to arrive safely at your destination and can simplify this complex process providing you with the accurate information necessary to make competent decisions. Our customized exit plan gives business-centered advice that puts you in control of your destiny.

Employee Compensation

You want to reward your great employees for the fantastic job they do, but where do you start? Great employees are extremely hard to come by. Retaining great talent takes the right kind of investing into employee programs and benefits. Developing effective incentive plans can make a huge difference in employee morale, motivation, and longevity. Our unique insight into fostering a win-win environment for employees at your business can guide you to profitable returns and stronger employee retention.

We have helped clients in many industries. Here are the main sectors we service:

• Architecture
• Engineering
• Legal/Professional Service
• Construction/Real Estate
• Manufacturing
• Family Business