Services

Ecspex ServicesBusiness FormulationWork FlowTechnology
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 businessSystem 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

  Advisors-Who might be the best?

 

-Where are they?

-Reducing the cost of advice

Training-Communications

 

-Systems, Software

  Training-Marketing & Sales

 

-Management & Work Flow

 

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