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