What do advisors do?
- Provide recommendations that increase profitability
- Optimize cash: forecast inflows & outflows, predict shortfalls before they happen & propose remedies
- Deliver insights that develop strategies & exploit opportunities
- Solve real-world problems through modeling
- Develop short-term & long-term financial plans
- Analyze business & financial data to understand what drove results
- Measure performance against budget, trend & industry
- Evaluate marketing effectiveness
- Improve operations through analytics
- Prepare business valuations
- Assist in owner exit planning
- Provide information for banks & investors
- Grow the cash reserve
- Improve efficiencies
