Services
| Ecspex Services | Business Formulation | Work Flow | Technology |
| Ecspex combines strategies from 3 key areas of business:1) Formulation (Finance & Planning)
2) Work Flow (Management/efficiency) 3) Technology & Productivity |
Business Allocation-Business Goals
-Investment Ideas -Professionals |
Financial-Cost of business | System Design-Selection of vendors
-Software Platforms -Integration -Migration |
| 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 Owners work, think, and plan. | Transfer / Conversion-Leave to Family-Sell to an entity
-Conversion to stock -Private -Public |
Marketing and Sales-Marketing Plan
-Identify Markets -Market Penetration -Professional Networking |
Marketing and Communications-Social Nets
-SEO, Advertising |
| Business Formulation PlanComplete Business design with Business & Personal Financial Planning, which combines the two areas rather than considering them separate. | Personal Allocation-Keep what you earn
-Don’t outlast your business -Allocate to increase opportunity |
Work Flow and Processes-Bottleneck Identification
-Bottleneck Resolution -Enhanced Processes |
Internet Presence-Real Business
-Image -Service for Custormers |
| Business Work Flow PlanWe search for the most efficient ways to streamline and cultivate your business for maximum growth and valuation. | Preparing to Borrow & Grow-Key Information
-Robust Plan |
Business Design-Entity Selection
-Growth Model |
Internet Services-Professional Providers
-Quality of Service -Getting set up |
| Technology / Productivity PlanWe review your current technology platform and help find solutions and a design to enhance work flow. | Training-Key Officers
-Employees |
Key Personnel-Officers
-Employees |
Internet Storefront-Lower Expenses
-How to reach more customers |
| Compensation-Understanding Benefits
-Employee Financial Planning |
Compensation-Benefits
-Bonus Programs -Ownership |
Data Valuation-Know your customers
-Data Gathering -Data Usage Design -Data Protection |
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| Advisors-Who might be the best?
-Where are they? -Reducing the cost of advice |
Training-Communications
-Systems, Software |
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| Training-Marketing & Sales
-Management & Work Flow |