Our Mission:
"Making Your Business More Valuable to You"
We are uniquely qualified to uncover information hidden in your financial statements and
let you in on industry secrets you can use to compete more effectively.
Our founder has analyzed the credit risk of companies from start-ups to $200 million in sales.
She has lived and died the blood-sweat-tears of entrepreneurship just like you.
(Okay, maybe not the “died” part but doesn't it feel like that sometimes?)
We have invested heavily in access to business data not conveniently available to you.
Our services are tailored to the needs of closely-held companies, with or without a CFO,
having annual revenues in the $5 – 50 million range, in four functional areas:
· Bank Management
· Financial Analysis
· Project Management
· Financial Planning.
We will:
· Analyze your financial condition (Boring for you, fun for us. A life-changing look at your business... Thank whoever sent you to this website.)
· Keep you focused where lenders expect attention (This is a big hairy deal if you depend on financial institutions for your growth and working capital.)
· Lead financially driven business projects in order to raise the value of your business. (Don’t even call us if you don’t want to use the information to make a difference. We live to be known for making businesses more valuable.)
You get the power to“manage like you mean it” and the insight to “see around corners”.
Time-saver Tool: You don’t need Financial Holographix if:
· You see ways to improve your bottom line every time you look at your financial statements.
· Your accountant calculates ratios and you where your business is headed based on thoughtful analysis. (Note: We do not perform bookkeeping or accounting. We do analyze and show you where you could take better care of yourself.)
· Your banker has owned/operated a business and identifies with what keeps you awake at night. (We’d like to meet this one.)
· Your banker has explained your risk profile; you know there aren’t any surprises in your loan packages.
· You’re completely happy about guaranteeing business debt because it fits your gameplan.
· Your financial advisors show you where your performance ranks in your industry group.
· Your tax advisor always puts tax guidance in the context of funding your business plan for the long-term. (Note: We do not provide tax advice. We help you ask better questions.)
· Your attorney fully explained how your financial structure relates to your ownership structure. (Note: We do not provide legal advice but know what happens to your money when partnerships go awry.)
· Your pension benefits/retirement planner provides a clear wealth building plan that doesn’t contradict your other objectives.
· Your advisory board saves you time and money in professional fees with well-coordinated guidance.
· You can’t picture yourself doing anything else with your life and business ownership is living up to all your original expectations. (Call us if you would like to join our team and help other entrepreneurs get there too.)
We do not replace your business specialists. We make their contribution more useful. Our expertise arms you with financial intelligence so you can get more of what you want from your work with fewer surprises.
Services: What You Get:
Bank Management Services: “An advisory process to strength your negotiating position with financial institutions.” | · A better business case for your company · A measure of how loan terms and conditions could be affecting financial performance · Clarity around the right financing for your goals · Negotiating strength based on an across-the-table perspective · Loan request packages that speak to lenders · Higher probability of obtaining favorable banking products/services · Control of your lender relationships · Tools to determine the best bank for you (1) |
Financial Analysis Services “An analytical process around your company’s financial and competitive position to raise helpful questions.” | · Distinction between symptoms (2) and true problems · Faster cash flow cycle · Profit improvement potential (3) · Analytics that tell you what’s really going on · New ways to manage key employees for results (4) · Understanding of your position based on internal and external forces · Facts and guidance to optimize current business decisions · Ability to stress test decisions before implementing · Consequence identification for owner/business trade-offs · Benchmarking against your peer group (5) · Cost savings added to the bottom line and business value · Sneak preview of what your business might be worth · Gap analysis to get it where it needs to be |
Business Project Management Services “A leadership process to bridge the gap between your company’s potential and its performance.” | · More time and freedom to pursue CEO level work or personal goals (6) · Moving your whole team forward more rapidly · Skill transfer to employees to raise functional productivity across departments · Ability to take actions with better defined paybacks · Extra heads in the game · More profitable use of your operating advantages · Better business outcomes with fewer surprises |
Corporate Financial Planning Services “On-going analytical tools to monetize your vision.” | · Clear path to fund vital activities · Management tools for results · Insights into hidden financial moving targets · Operating advantages and executable project plans · Competitive and financial intelligence from different sources · Custom benchmarking to reach your goals · Business continuity systems (7) · Higher probability of success · Ability to manage the future · More credible evidence of business value to future buyers and their lenders |
We could show you sample reports right here but they won’t speak to you if they aren’t your own.
Ask us for your Industry Report free on request an initial consultation by calling 804.674.1800 or email us.
Secret (1): If you shop only on the basis of rates, you're giving up control.
Secret (2): If you think not having enough money in the bank is the real problem, the problem is more serious
than you realize.
Secret (3): There are only four ways. If you can name all four maybe you should join our team.
Secret (4): If you believe you are the only one who can do "certain things" you are lowering the value.
Secret (5): If your company isn't near the top in a market with thousands of businesses for sale your price goes down.
Secret (6): If you have forgotten how to spell "vacation" there is a problem.
Secret (7): The company's ability to survive is an outsider's measure of its true worth.