Business Advisory
Program

Business support program for an annual period in order to meet your financial goals over time.

Others Services:

  • Shareholders agreements.
  • Dividend policies.
  • Investment flow plan.
  • Legal, fiscal and accounting structures.
  • Benefits plan for the work team.
  • Business legacy plan.
  • Business plan and continuity.
  • Pre feasibility of investments.
  • Face-to-face advice in Boards of Directors.
  • Business valuation.
  • Contingency plan

¿WHAT DOES IT ENTAIL?

Discovery meeting

Using a questionnaire, we evaluate your current situation.

Strategic plan:

We analyze the information and create a report with the recommended strategy.

Action plan

The strategy is implemented, we evaluate the process and we make sure to provide you with continuous advice, always seeking to comply with the long-term plan

BENEFITS

Boost your savings
Invest successfully
Improve your money management
Safeness Financial
Increase your income

Business Advisory program

$850.00

Monthly payment

I have read and accept the privacy policies

  • Interview
  • 4 hour of monthly monitoring.
  • Consolidated report of your wealth situation covering financial, legal and accounting aspects
  • Customized strategies and goals
  • Action and follow-through plan
  • Update of Consolidated Value of your businesses.
  • Update of Growth Strategies and Projections

OTHER FINANCIAL ADVISORY PROGRAMS

Personal Advisory program

WMA - WEALTH MANAGEMENT ASSESSMENT

Family Advisory program

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