A Planning Process that focuses on key elements of the Business and allows determination of specific goals and methods to achieve those goals.
Financial Planning includes establishing sources of funding that assure adequate financial support for each targeted objective in the business plan. We have developed relationships with banks and other sources of funding needed by our clients to cover the funds required to assist them in achieving their objectives. We have developed a process to project cash flow needs forecasted in the Strategic Plan of the Company.
We assist owners and top level leadership of companies/organizations in understanding and implementing operational programs that will communicate the goals and objectives of the company and allow efficient performance to achieve them down through the organization.
The art of reviewing the Physical and Financial structure of the Company, it’s management and it’s affiliations (Including Suppliers and Financial Sources) and selecting and placing in force new procedures and policies as needed to make the Company successful.
We seek out and communicate with individuals and/or other companies who may have an interest in investing in the business or in making an outright purchase of the Company. Associates of Dallas has a network of sources.
Meet with and cultivate Banks and other sources of Finances who may have an interest in investing in or providing Lines of Credit to the Company. Associates of Dallas has developed relationships with these Sources of Funding and can expedite the availability of funds.
We have consulted for and with many types of businesses: