Services

Services

Financial Programs
  • Financially, where are you?
    • Many senior leaders in small and medium size companies need help not only in setting up effective financial systems, but more importantly understanding what the financial data is telling them. We help CEO’s and others ensure they are capturing the right data, it is accurate and timely, and the implications of that data. Anything less is simply not worth the risk.
  • What is the outlook ahead?
    • Creating realistic financial and related models for planning the road ahead is a powerful way to manage. Instead of reacting to circumstances, good leaders look forward and adjust to changing conditions. We help clients be more proactive in their leadership of the company, making appropriate adjustments to both Strategic and Tactical Operating plans. This often results in fewer mistakes, and taking greater advantage of new opportunities.
  • Leading verses Managing
    • Leading results in action. Managing is what happens when action takes place. Thus, effective leadership involved gathering appropriate data, asking the right questions, assigning responsibilities and timetables, and creating expectations. Our clients benefit richly from our experience and knowledge in these areas.
  • Planning for Growth
    • While analysis paralysis can be debilitating for companies and management teams, our financial planning expertise helps create rational expectations, measurable goals, and a consistent way to monitor progress, allowing for adjustments to the operating environment, as needed.
  • Planning for an exit
    • Every company transitions at one time or another. Companies either go out of business, are sold to employees or outsiders, or transitions to family members. Since this is often the largest transaction in the life of a Founder/Owner, it is something that has to be planned for, managed, and consummated with skill, resulting in the greatest return on investment. We have years of experience in helping business owners do exactly this.
What People Are Saying

“ At The Boston Business Group, our business values are tied to our personal values. By this we mean our business lives reflect our personal values and embody trust, openness, honesty, hard work, and a passion for excellence in all we do. ”

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