ASSESSMENT & REVIEW
This assessment and review provides an analysis of your firm's current business plan using our proprietary algorithms and formulas. The goal is to give the firm owner a complete overview of their current business plan as seen though our methodology.
If you don't have a formal business plan, do not worry. Our short questionnaire will provide us all the information we need show us your business plan.
PLANNING & GOAL SETTING
Setting the Mark
The objective is to create a concise business plan and identify attainable goals. Our attention here will be focused on the firm owner(s) desired income and the triggers that will achieve the desired goal.
BUSINESS ANALYSIS & PROJECTIONS
Track & Project
At this stage, we routinely track the key performance indicators in the plan we created together. Here, we analyze how the firm is performing in relation to our goals in real time and how they are projecting for the future. Through this process we will analyze any variances, and collaborate on adjustments should they need to be made. The goal is to address any performance problems before they occur.
CASH FLOW ANALYSIS & REVIEW
Cash In, Cash Out.
The objective is for the business owner to understand their cash flow and cash position at all times, especially into the future. Our aim is to eliminate the stress and uncertainty around paying expenses and making difficult financial decisions. When turning to your cash flow and cash position calendar during these times, it should make your decisions mush less stress and more often right.
Contact us for a free consultation to learn more about what Unravel Legal has to offer.
Office: 4695 MacArthur Court, Suite 1100
Newport Beach, CA 92660