Ecspex Services
Business Formulation
Work Flow
Technology
Ecspex combines strategies
from 3 key areas of business:
1) Formulation (finance and
planning)
2) Work Flow
(management/efficiency)
3)Technology & Productivity

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 Formulation Plan
Complete Business design with
Business & Personal Financial
Planning, which combines the
two areas rather than
considering them separate.

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

Technology / Productivity Plan
We review your current
technology platform and help
find solutions and a design to
enhance work flow.
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
Financial
-Cost of Business

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

Marketing and
Communications
-Social Nets
-SEO, Advertising...

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
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
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:
.
Build Your
Business:
Hosting by Aabaco Web Hosting
Valuation
Practice Planning
Estate
Investment
Growth
Business Planning
Development
Continuation
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