Business Consulting & Advisory
Business Consulting & Advisory Services
Business planning is the foundation of future success.
In today’s fast-paced, competitive world, many businesses face unprecedented challenges. Maybe yours does, too? If you agree, then chances are you’re spending more and more time on human resource issues, payroll tax compliance, and sales and use tax than you are on revenue-generating opportunities and planning for future growth.
If you feel like your wheels are spinning, our Business Consulting & Advisory services can help.
With years of proven expertise in business planning, we make sure that business owners like you have the information – and insights – they need to remain competitive and ensure financial stability for you and your loved ones for years to come.
We combine industry expertise with time-tested solutions to develop a framework upon which to build your company’s success. Even better, when you leave the business planning to us, you can return to what you enjoy and do best – running your business.
- Budget development and management
- Software implementation, conversion, and training
- Cash flow management/planning
- Management report development
- Mergers & Acquisitions
- Exit/Succession planning
- Process development and documentation
- Internal control evaluation and recommendations
- Job descriptions and organizational charts
- Employee compensation, incentive, and bonus programs
- Buy/sell agreements
At Davis & Hodgdon Advisory Group (DHAG), we assist business owners seeking to be proactive and progressive in their management styles. Ultimately, this creates businesses that are not only profitable but can be transferred, when desired, to the next generation or sold to outside parties.
We switched to Davis & Hodgdon in 2022 and gained an expert partner.
D&H looks critically at our wholesale floral business, offering guidance and advice to support us in the work we do. Our relationship with Matt Cleare and the team has modernized our financial practices, reinvigorated our business, and increased the overall value of our company.
Client Accounting Services
Click here to learn more about how our Business Client Accounting Services/Convergent Accounting can help you take control of your finances so you can focus on your business.
Wealth Management for Business Owners
Click here to learn more about our wealth management and retirement plan solutions for business owners.
We offer a variety of helpful resources for businesses.
Select the options on the right to view each type of resource.
Copper Leaf Financial is an affiliated and separately registered entity.
Do something wise today
Schedule a time for a free consultation.