MIND YOUR BIZZNESS

Provided by

Your business IS our business. #wevalueyourbiz

Services

Can we help?
Not sure?
Book a free consult.

Need a document notarized? Do it online Any time. Any day. From anywhere.
online notary

Financial Forecasting and Projections
Business Valuation & Related Services
Litigation Support
Microsoft Excel Help & Modeling
Mastermind Learning Modules

EXTRA SUPPORT

Other Office Support:
• QuickBooks bookkeeping
• Website Design
• Custom Advertisements
• Online Notary Services

Forecasting & Strategic Planning

Business professional on ladder symbolizing financial forecasting and strategic planning
Business professional on ladder symbolizing financial forecasting and strategic planning

We help business owners plan for the future with customized financial tools and insights, including:

  • Budget development

  • Financial forecasts and projections

  • Strategic growth modeling

  • Investor or new partner planning

  • Business performance analysis

A company can increase the value of their business without increasing revenue
by improving margins or reducing risk.

Read our article, "Two Companies, Same Profit, Different Valuations."

Business Valuation & Related Services

We provide independent, well supported business valuation analyses for a
variety of purposes including:

  • gift tax compliance

  • estate tax compliance

  • 409A valuations

  • personal goodwill analyses

  • investor attraction

  • partner exit / buyout

  • equity planning

  • rebuttal reports and
    second-opinion reviews

Need a document notarized? Do it online Any time. Any day. From anywhere.
online notary

Litigation Support & Calculation of Economic Damages

Statue of Lady Justice representing litigation support and financial damage calculations
Statue of Lady Justice representing litigation support and financial damage calculations

We provide valuation-related litigation support services, including the quantification of economic damages in cases involving:

  • Lost profits

  • Diminished business value

  • Shareholder and partnership disputes

  • Marital dissolution matters

  • Breach of contract claims

  • Intellectual property infringement (copyright, patent, music)


Battle of the Experts:
The
Estate of Michael Jackson

When two experts are light years apart on
the value of just his image.

So how much was it worth?

Jacksons' experts said $2,100. (not a typo)

The IRS argued $435 million (also... not a typo).
How did the 8-year battle turn out? Who won?
17 years since he left us

→ 5 years after the case settled.

It's time for an update.

..beat it ... beat it... ♪ ♫ ♪ ♫ ♫ ♪ ♫♫...♪ ♫♫ ♫ ...beat it ♫ ♪ ♪ ♫ ♪ ♪
♫ ...beat it ♫ ♪ ♪ beat it. beat it. ♫ ♪ ♪
♫ ...beat it ♫ ♪ ...beat it ♫ ♪ ♪ ♫ ♪ ♪

..beat it ♪ ♫ ♪ ♫ ♫ ♪

Mastermind One-on-One Modules

These one-on-one consultations are directly related to your business.

Most business owners don't discover the risks affecting their company's value until it's too late. Owners tend to only focus on revenue, profit, and growth while experienced buyers and investors look closely at the operational risks that can impact future cash flows, such as:

→ Customer concentration
→ Owner dependency
→ Operational inefficiencies
→ Weak internal controls
→ Limited management depth
→ Supplier and supply chain risk

These factors often appear long before they show up in the financial statements, but they can significantly affect how a business is valued.

If you're interested, explore this MasterMIND module, Risky Business, where we identify the risks specific to your company and discuss how to reduce them.

RISKY BUSINESS
Understanding the Risks
that are Affecting the
Value of Your Business

$120 / 60 Minutes

MasterMIND
Module

Help with Microsoft Excel

To assist with Microsoft Excel issues, from minor to massive.

Other Support Available

  • QuickBooks bookkeeping

  • Website build

  • Custom marketing with VistaCreate

  • Online notary services with www.Proof.com partnership

  • Glossary of Business Terms & Concepts

  • Business Blog

Core Services

Business Valuation
& Related Services

Stack of business valuation and finance books representing valuation services
Stack of business valuation and finance books representing valuation services
Statue of Lady Justice representing litigation support and financial damage calculations
Statue of Lady Justice representing litigation support and financial damage calculations
Business professional on ladder symbolizing financial forecasting and strategic planning
Business professional on ladder symbolizing financial forecasting and strategic planning

We provide valuation-related litigation support services, including the quantification of economic damages in cases involving:

  • Lost profits

  • Diminished business value

  • Shareholder and partnership disputes

  • Marital dissolution matters

  • Breach of contract claims

  • Intellectual property infringement (copyright, patent, music)

We help business owners plan for the future with customized financial tools and insights, including:

  • Budget development

  • Financial forecasts and projections

  • Strategic growth modeling

  • Investor or new partner planning

  • Business performance analysis

  • Custom-built Microsoft Excel models

  • QuickBooks bookkeeping & reconciliation assistance

Forecast, Strategic Planning
& Other Services

We provide independent, well supported business valuation analyses for a variety of purposes including:

  • Gift and estate tax

  • 409A valuations and personal goodwill

  • Strategy consulting during start-up, acquisition, or exit phase

  • Investor attraction, partner buyouts and equity planning

  • Rebuttal reports and second-opinion reviews

Litigation Support &
Expert Witness Testimony

Most business owners don't discover the risks affecting their company's value until it's too late. Owners tend to only focus on revenue, profit, and growth while experienced buyers and investors look closely at the operational risks that can impact future cash flows, such as:

→ Customer concentration
→ Owner dependency
→ Operational inefficiencies
→ Weak internal controls
→ Limited management depth
→ Supplier and supply chain risk

These factors often appear long before they show up in the financial statements, but they can significantly affect how a business is valued.

If you're interested, explore this MasterMIND module, Risky Business, where we identify the risks specific to your company and discuss how to reduce them.

RISKY BUSINESS
Understanding the Risks
that are Affecting the
Value of Your Business

$120 / 60 Minutes

MasterMIND Module

Understanding the Risks that Affect Business Value

Most business owners focus on revenue, profit, and growth. But experienced buyers and investors evaluate companies very differently. They look closely at the operational risks that can impact future cash flows, such as:

  • Customer concentration

  • Owner dependency

  • Operational inefficiencies

  • Weak internal controls

  • Limited management depth

  • Supplier and supply chain risk

These factors often appear long before they show up in the financial statements, but they can significantly affect how a business is valued.

If you're interested in learning more about how these risks influence business value, visit our Business Consulting Blog or explore the Risky Business diagnostic session, where we identify the risks specific to your company.

Game cube letters spell the work risk. Graphic supports the company-specific risk in valuations.
Game cube letters spell the work risk. Graphic supports the company-specific risk in valuations.

Help with
Microsoft Excel

Business Blog

Highlight of the Month

♫ ♪ ♪ ..beat it ♪ ♫ ...beat it

♫ ♫ ♪ ♫ ♪

♫ ♪ ♪ Beat it. beat it.
♫ ♪ ♪
..beat it ♪ ♫ ...beat it ♫ ♪.

♫ ♪ ♪ ♫ ♪ ♪ ♫ ♪ ♪

♫ ♪ ♪ Beat it. beat it. ♫ ♪ ♪
..beat it ♪ ♫ ...beat it ♫ ♪

♫ ♪ ♪ ..beat it ♪ ♫ ...beat it Battle of the Experts
The Estate of Michael Jackson: Battle over the Value of
♪♫ the King of Pop's Image ♫ ♪ ♫ ♪ ♫ ♪
Jackson's experts said it was worth $2,100. (not a typo...). The IRS came back and said $435 million (also not a typo).
...beat it...beat it ♫ ♫ ♪
How did the 8-year battle turn out? Who won the tax case? What was the Court's final valuation of the King of Pop's image?
17 years since his death, 5 years since the tax case. It's time for an update.
..beat it ♪ ♫ ...beat it ♫ ♪

How can we help today?
Not sure? Book a free consult.

Need a document notarized? Do it online. Any time. Any day. From anywhere.
online notary

(770) 800-8969