- Business Plans
- Business Modeling
- Financial Modeling
- Business Filing (all 50 US States)
- Incorporation Kits (seals, shares,etc)
- Entity Management Services
- Federal EIN Filing
- Notary Agent
- EB-2 NIW Petition
- Forms and Agreements
- Annual Report and Quarterly Financial Statements
- Pitch Decks
- website for Capital Raise
- Strategic Plan
- Private Placement Memorandums (PPM)
- Confidential Information Memorandums (CIM)
- Franchise Disclosure Documents (FDD)
- Master Franchise Agreements
- Individual Area Agreements
- Operations Manuals
- Training Manuals
- Employee Manuals
- Marketing Plans
- Industry / Market Research Studies
- Continuous Education Course designs
- Sales Plans and deployment materials
- Collateral and brochures
- Product catalogs
- Blogging and social content
- Design Presentations
- White papers and case studies
- Monthly sales flyers
- Newsletters
- Internal departmental forms
- Email, facsimile and broadcast programs
- Corporate imaging, stationary such as letterhead, envelopes, business cards
- Design to fulfillment services
- Intranet development of an internal, custom knowledge base
- Custom mobile app development
- Custom Software
- SEO organic and PPC
- Direct Mail
- CUSTOM SERVICES
If you do not see what you need help with, don’t panic just shoot us an email and we can help you with your situation.
We provide CPAs with professional business management consulting and document writing services to help you save time and add business services to your clients.
We are not attorneys and cannot offer legal advice, nor are we licensed security attorney/broker who can register your SEC Form D nor can we sell your corporate stocks through a private placement offering, We just write the documents.
WE RECOMMEND YOU UTILIZE A PROPERLY LICENSED CPA, ATTORNEY OR LICENSED SECURITY BROKERAGE FIRMS FOR THESE DELICATE MATTERS
Some of the way we help our professional CPA partner’s client include:
- New Invention or New Product Launch
- We can help organize a company for a new product launch including any required validation testing, market research, business operations, sourcing and more.
- Proof of concept and validation documentation
- Prepare research, imaging and copy for patent filings, trademark registration, etc.
- Develop AUTOCADD and mechanical documentation for manufacturing
- Provide access to hackerspace and other low-cost prototype development
- Connect with manufacturing partners to produce short-run production
- Non Profit Funding
- Preparing modular Grant Proposals for easier submission to multiple sources, identifying appropriate grant makers, and eligibility criteria to help submit on time proposals for solicited funds.
- Create donor-giving strategies and programs to help reach like-minded individuals who will support their efforts in the community.
- Establish a grant management system to track the Use of Funds on all grants, and donations received
- Disadvantage Business Entity Submission
- We meet with your client and collect the appropriate documents, certificates, and licenses for you to submit. We can even prepare the documents for you to submit to the state and federal programs.
- Create documentation to qualify for Federal SBA 8a programs such as forms 1010, 1623, 1790, narratives, licenses, etc. for preparers.
- Provide mentoring and consulting to Department of Defense programs or General Service Administration cataloging.
- Help establish DNB and CAGE numbers for your clients
- Applying to Debt Lenders
- We help prepare your client’s lending document packets together with you
- We can introduce your client to numerous local lending officers and sources for capital
- Microloans, SBA loans, local business grants, PPP, and other sources
- For credit-challenged entrepreneurs we have access to many alternative funding sources as well
- Applying to Equity lenders (Private Placement)
- We help your client prepare research and necessary data to create a Private Placement memorandum (PPM), pitch deck, website, and other tools to impress investors.
- Coach business owners on VC, Venture Debt, or Angel expectations and how to talk their language
- Create a Franchising program
- Help business owners prepare the company structure and draft franchise documents like operations manuals, training manuals, franchise disclosure (FDD), Master Agreements, and more
- Coach business owners in marketing their franchise programs, prescreen applicants, and more.
- Create EXIT strategies and systems
- Help prepare a business for its closure or exit including selling the company, franchising, ESOP, competitive merger, liquidation, heir transition, taking public (IPO), or workout and turnaround consulting when you file for bankruptcy restructuring.
- We can arrange temporary management and bridge financing in case of the death of the solo owner until the business course is established.
- We can help connect you with Business Brokers to sell your client’s business
- IMMIGRATION EB-2 NATIONAL INTEREST WAIVER PETITION
- We can provide you with the documentation necessary to achieve success with USCIS NIW Petitions.
- Our petitions help support answering Dhanasar questions like 1. proposed endeavor is of substantial merit and national importance 2. well-positioned to advance the proposed endeavor 3. significant benefit for national interest
- Our Petition contains some or all including Executive Summary, Applicants profile, Market Gap, Workforce Statistics, Industry and Market Overview and finally Applicants contribution to the U.S. Economy
- Reorganization, Work Out, and Turnaround Underperforming businesses
- Help facilitate and develop a strategic plan for reorganizing the business entity.
- Identify and mentor personnel through training, commitments, and gain buy in to ensure success moving the company forward
- Provide interim CEO, CFO, and President management during the process
- Execute the workout strategies and report to the lenders
- M&A Planning
- Provide Due Diligence and Market Research on acquisition targets
- Identify opportunities from 6 core strategies archetypes: 1. improve performance 2. Reduce capacity 3. accelerate market access 4. Outsourcing makes sense 5. exploit industry scalability and 6. Pick early stages and help grow them.
- Other considerations include LOB, Roll Up, etc
- Great an Acquisition team and execute the plan