Ecspex - Services

Planning

Ecspex combines strategies
from 3 key areas of
business:
1) Management,
2)Technology, and
3)Finance. Our goal is to
provide a broader range of
expertise to streamline
processes and provide
strategies more in line with
the way Entrepreneurs and
Business Owner’s work,
think and plan.

Business Management Plan
We search for the most
efficient ways to streamline
and cultivate your business
for maximum growth and
valuation.

Technology Plan
We review your current
technology platform and
help find solutions and a
design to enhance work flow.

Financial Plan
Complete Business and
Personal Financial Planning
that combines the two areas
rather than considering
them separate.

Business Management

Financial
-Cost of Business
-Cash flow Management

Marketing and Sales
-Marketing Plan
-Identify Markets
-Market Penetration
-Professional Networking

Work-flow and Processes
-Bottleneck Identification
-Bottleneck Resolution
-Enhanced Processes

Business Design
-Entity selection
-Growth Model

Key Personnel
-Employee

Compensation
-Benefits

Advisors
-Who might be the best?
-Where are they?
-Reducing the cost of advice

Training
-Marketing & Sales
-Management & Work Flow

Technology

System Design
-Selection of vendors
-Software Platforms
-Integration
-Migration

Internet Presence
-Real Business
-Image
-Services for Customers

Internet Services
-Professional Providers
-Quality of Service
-Getting Set Up

Internet Storefront
-Lower Expenses
-How to reach more Customers

Data Valuation
-Know Your Customers
-Data Gathering
-Data Usage Design
-Data Protection

Training
-Communications
-Systems
-Software

Financial Design

Business Allocation
-Business Goals
-Investment Ideas
-Professionals

Transfer / Conversion
-Leave to Family
-Sell to an entity
-Conversion to stock
-Private
-Public

Personal Allocation
-Keep what you earn
-Don’t outlast your business
-Allocate to increase opportunity

Preparing to Borrow & Grow
-Key Information
-Robust Plan

Training
-Employee

Compensation
-Understanding Benefits
-Employee Financial Planning

Services

Click on the headings below to review each area.

Bottlenecks are the demise of good business productivity. That same productivity is the source of
sustainable margins. Ecspex can help you identify bottlenecks in your business and wealth
processes. By uncovering and opening these bottlenecks we can help you grow, expand, and meet
your goals much quicker while increasing your net worth. Below are some of the areas we focus on: