Financial Consulting Services
All small to medium businesses can benefit from financial consulting, including analysis and review. Workman White offers several services as it relates to improving profits, improving sales, obtaining funding, and getting a surety relationship or bonding line. We have extensive financial experience in building and professional service businesses and help shape the goals of the company to align with the financial desires of the business owner.
Financial Analysis and Benchmarking
We take a deep dive into your financial picture and help you with decision making and increasing profitability. We do a “panel” of assessments ranging from balance sheet efficiencies to profitability to operating performance. Maybe you are struggling to get on top of your cash flow? Let us take a look and make comprehensive recommendations.
We use sophisticated tools that identify industry best practices and benchmarking to compare to your business performance. We want to help your company be a “Best in Class” in your industry and not just “average.”
Strategic Planning
In order to make a real difference, you have to think strategically and have measurable initiatives. We help you determine your long-range goals and the steps to get there.
If you don’t know where you are going, you could end up someplace else. –Yogi Berra
Budgeting and Forecasting
Once you have established where it is you are trying to go, we can help with financial modeling and forecasting. With over fifteen years of experience in budgeting and forecasting, we can help you quickly estimate your future financial picture.
Business Protection
In many cases, the company is the business owner’s greatest asset. We work to make sure that the business is protected adequately in regards to untimely death, divorce, disability, or departure.
Funding and Bonding
Perhaps you need capital to get to the next level and the traditional bank has turned you down or threw up road blocks. There are so many different avenues for business funding, but very few may be the best choice for your business. Workman White has extensive experience and contacts in the banking and alternative lending arenas and can help you navigate the best path forward.
Do you need a bonding program to move to the next level in your industry? Let us walk you through completing the necessary steps to secure a bonding line. Financial statement clean up and crafting a compelling story are vital to the process. Workman White Business Strategies also has strong connections in the construction industry to put your business in front of the right people.
