Small Business Planning

Small Business Planning

A Partner for the Long Haul

 

Our Business Planning Services provide the foundation needed to help ensure your company’s success. Whether you are attempting to secure financing, exploring investment options, or looking to put a succession plan in place, our business consulting team can help you prepare a detailed business plan describing your current operations and future business prospects and plans. 

 

From comparing the company's financial ratios against industry standards to preparing easy-to-understand presentations, Jones, Nale & Mattingly will help develop an analytical reporting package that fits your needs. We are equipped with comprehensive information on industry trends and the business issues that identify potential risks to your organization. Processes such as Return on Investment (ROI) studies, break-even analysis, pricing models, and flowcharting processes enable our business planning services team to develop a plan to assess the company's success.

 

Additional business planning services include:

 

  • Financial statement preparation
  • Business plans
  • Profit and loss forecasts
  • Cash management
  • Annual budget preparation
  • Business performance measurement
  • Business succession planning
  • Cash flow forecasting
  • Establishing cost controls
  • Buy/Sell Agreements
  • Business Start-ups
  • Bank and SBA loan applications
  • "Controller for a Day" services
  • Product pricing and cost decisions
  • Break-even analysis (new product or location)
  • Establishing credit policies
  • Tax representation with the IRS

 

We don't just give you analysis. Our Business Planning Services leverage the knowledge gained to help your business improve performance in practical ways.

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