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


Financial-Cost of business System Design-Selection of vendors

-Software Platforms



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



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


-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


Key Personnel-Officers


Internet Storefront-Lower Expenses

-How to reach more customers

Compensation-Understanding Benefits

-Employee Financial Planning


-Bonus Programs


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


-Systems, Software

Training-Marketing & Sales

-Management & Work Flow

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