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At our initial meeting I would look to draw up a list of immediate challenges faced by or within the business. An early assessment of cash flow, banking and funding structure would be undertaken along with an overview of the day to day trading and operational controls leading through to the medium to long term goals and succession planning considerations. In the early stages information would also be sought on Compliance Issues, Professional support and Contingency Planning. These findings in turn would lead into a discussion on wealth preservation and tax planning considerations.
Thereafter a staged action plan would be discussed which either could relate to a one off area of immediate concern or a series of mentoring, long term planning issues or change implementation programme. The initial fact find meeting is totally free of charge and any charge thereafter would be agreed in advance and be time based.
In summary Primero will help set out and agree a route and time plan through the undernoted whether this is by way of regular monitoring and encouragement or a more hands on and direct involvement all as would be agreed at the outset. All in all I look to get you ahead of the professionals in thinking terms and thereby improve your relationships and reduce your overall change costs.
- Corporate Strategy short and long term
- Strategic Planning and Implementation
- Marketing Strategy
- Financial Structure & Planning
- Business Expansion or Exit Options and Succession Planning
- Regular Review and Improvement Delivery
Primero does not operate a tick box service nor does it provide standard responses which you perhaps would prefer to hear. Openness and honesty are important cornerstones of the relationship at all times. A range of tried and trusted specialist contacts are held within the financial world with whom I work hand in hand to achieve best results either over a suite of services or in one specific area should this be most appropriate for your needs.
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