5 Steps To Mastering Your Finances And Elevating Your Business… (video/audio)

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WE ALL HAVE A STORY…

We can use that story to fuels us or throttle us down!

GET A TEAM LIKE THE MULTI-MILLIONAIRES AND BILLIONAIRES

Our Family Office Approach

WHERE IS THE AVERAGE BUSINESS OWNER GOING WRONG?

1) Focus

Thoughts – Words – Actions

2) Know Your Numbers

35% Of Our Money Pays Interest

24% Of Our Money Pay Taxes

59% Gone Before We Get To Spend Money On Oursleves

Business & Personal

3) Not all Debt is bad Debt

Debt That Steals Your Income

Versus

Debt That Creates Income

4) Sales Cures All

5 STEPS TO WEALTH

1) What gets Measured Gets Done

2) Start with the End in Mind

3) Work Backwards

4) Actionable Increments

5) Self-to-Self Measurement

IMPLEMENTING THE 5 STEPS TO WEALTH

1) What gets Measured Gets Done

Debt

Revenue

Expenses

Savings

2) Start with the End in Mind

Debt

Revenue

Expenses

Savings

3) Work Backwards

Debt

Revenue

Expenses

Savings

Quarterly

Monthly

Weekly

Daily

4) Actionable Increments

Debt

Revenue

Expenses

Savings

5) Self-to-Self Measurement

Debt

Revenue

Savings

WHAT DOES OUR COMPANY DO FOR YOU

Accounting & Tax You’re Already Paying for Accounting Services. Why Not Get a CFO For What You’re Already Paying?

• Tax Services…

• Tax Preparation

• Tax Planning

• IRS Representation

• Sales Tax Services

• Payroll

• Financial Forecasts & Projections

Tax Credit & Merchant Services Over 90% Of Businesses Are Not Utilizing The Thousands of Dollars of Tax Credits Available to them

• ​Workers Opportunity Tax Credit

• ​​Commercial Real Estate Cost Segmentation

• Merchant Services Audit

• Merchant Services

Advanced Tax & Financial Planning

The Ultra Wealth Have Financial Professionals Combing Through the 75,000 Page Tax Code To Maximize Their Finances.

Advance Business Structures

• LLC

• S CORP

• C CORP

• Both?

Create Tax Efficiencies

• Qualified Accounts

• Cash Value Plans

• SERP

• Key Man

• Executive Rental Agreements

• Captive Insurance

Wealth Building

• Financial Projections

• Self-Directed IRA

• Portfolio Maximization

Legacy

• Business Succession

• Family Succession

Business Financing

Banks love to loan money to businesses

• Mergers & Acquisition

• Mezzanine Financing

• Bank Financing

• Private Equity

Business Consulting Our business consulting methodologies decrease costs by 3% or more & increase revenue by 20% or more!

Profit Consulting

1 – Goal Setting

• Define KPIs

• Define costs breakdowns as a % of revenue

2 – Measuring

• Define Intervals

3 – Action Plan

• Define Process

Sales & Revenue – Business Optimization Strategies

1. Messaging

2. Lead Generation

3. Sales Funnel

4. Marketing Funnel

5. Conversions

6. Maximizing Sales Engagements

7. Content Education Communication

8. Power Numbers – More $ / Transaction

9. Cross Selling Opportunities

10. Continuity

11. Ascension Ladder

12. Client Retention

13. Referral

Dominate What You Do!

Matt Linklater

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