Your Assessment Results

Growth: I can help!

As your business grows, your company’s needs, along with your own personal financial needs, are bound to change. According to your responses — it seems like, while you already have some framework in place, we could help take your business to the next level by improving its financial wellness. Your business could potentially be at risk of possible tax and financial pressures, but don’t worry! The bright side is that improvements can always be made. With customized tax and financial strategies in place, the sky’s the limit for your business’ growth potential and it seems like you could be perfectly poised for growth.

Checklist during the Growth Stage:

  • Establish a system and strategies to manage tax liabilities
  • Create a strong in-house accounting system
  • Expand the KPIs your company needs
  • Establish an entrepreneurial operating system (EOS)
  • Decide on a company culture and implement it
  • Align your financial plan with your EOS
  • Evaluate how new divisions and segments will impact the core business
  • Check if the legal entity and tax structure should be restructured

There are plenty of ways I and my team at Cordasco and Co. can help your business grow while also decreasing tax and financial burdens, leaving you with more net profit! I am a seasoned Certified Public Accountant with more than 35 years of experience in public accounting. Nearly half of that time has been spent procuring and growing my own team of talented tax and business financial experts at my firm, Cordasco & Company, with the primary focus of helping other businesses get in the black.

One of the biggest benefits of using our framework throughout your business’ life cycle is that it helps you see exactly where you’re at and what you need to do next. I, and my team, work diligently to ensure that our clients receive individualized and high-quality service — no matter the size of your business! Whether you have years left to run your business or you’re already thinking about how to formalize and execute your exit strategy, we can help! Utilize our expertise to help your business overcome tax and financial challenges, firm up your business’ financial foundation, and set the organization up to meet and exceed its goals.

Call us today at 912-353-7800 to book an initial consultation or video chat and let’s see how we can help your business. You can also email us at [email protected] or auto schedule an appointment, here.

Interested in learning more about business growth phases and navigating tax and financial challenges? Order your copy of my book A Framework For Growth: Smart Financial and Tax Planning Strategies Throughout the Entrepreneurial Life Cycle today!

Exit is imminent
Every entrepreneur leaving a business needs to develop and execute their own “exit strategy” to tie up loose ends, evaluate your financial future, and make crucial plans that can help mitigate any potential losses. Since you’re contemplating exiting your business in the next 5 years, now is a great time to book a consultation with my firm and start preparing for your next step. 

Here’s a checklist, to get you started:

  • Establish an autonomous entity for innovation within the company
  • Develop a method to monitor ongoing market trends and competitive risk
  • Carry out market research to spot opportunities for acquisition targets or acquirors
  • Consider what “life after the exit” will look like for the entrepreneur
  • Review trusts and estate plans
  • Develop a succession plan
  • Consider family obligations and goals
  • Scrutinize new ventures with a careful eye