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Financial Planning & Analysis
Financial Planning and Analysis (FP&A) is an essential component for business owners to gain a deeper understanding of their business. It enables them to improve the effectiveness and efficiency of their business. At its most basic level, FP&A is a month-by-month financial forecast for a business, comparing the forecast to the actual results to gain insights into business performance. At its more advanced level, it is a key part of the system for transforming a business into a sustainable growth and profit engine, with an enormous impact on its business value. Encore Advisory we build the basic tool for your company and then help you grow it into its full potential.
Building business systems can be daunting – but, without them, business owners are working long hours, burning out, or wishing they could take a day off without their business grinding to a halt. Trouble is, most people never get started with systems.
Systems release you from the day-to-day operations, giving you the freedom to work “on” the business rather than “in” it. By documenting business practices, companies are able to increase the speed and certainty of execution and create transferrable value.
At Encore, we start with mission-critical systems and follow the SYSTEMology framework – a 7-step process that can take any business owner from an in-the-weeds technician to a time-free visionary leader.
While every owner has to eventually exit their business, there are many ways to do it. Encore Advisory helps business owners find the right way for them. We dive deep into each owner’s unique circumstances to help them articulate their goals and objectives. Then we assess all the factors about the owner’s company, their financial conditions and needs, and family situation. Next, we then work with all the company’s advisors and any other needed experts to draft a transition plan. Lastly, we coordinate all the components of their transition plan, so they work together to achieve their goal. Encore’s comprehensive exit plan covers every aspect of a business and its owner – personal wealth planning, estate planning, tax planning, employee incentive plans, estate planning, contingency planning, and business continuity
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Banking Relationship Advisory
Employee Incentive Planning
Board of Director