Branch Office Opportunities
Main Office (714) 210-3979
600 W. Santa Ana Blvd, Suite 525
Ana, CA 92701
Financial planning is essential for your
success. A financial plan does more than help you seek
financing or capital from your bank. With an effective
financial plan, you can manage your business' growth better.
By clearly defining your direction and tracking your progress
against your plan, you can:
adapt to changes ;
correct your projections or modify your
foresee problems before they arise ;
evaluate risks and potential profits, and ;
choose the best strategies to keep your
business growing profitably.
Accurate, professional documentation when
seeking financing ;
Realistic assessment of sales targets ;
Costs and profits estimating ;
A tangible road map to your success ;
Outline of the financing you require, and
Increased ability to foresee uncertainties
and plan for them.
Construction / Refinancing /
Businesses seeking financing or
capital investments for their expansion plans (for example,
construction or acquisition of premises, upgrading or
purchasing new equipment, refinancing, working capital...)
With our financial
planning advisor and comprehensive tools, you and your
accountant will be able to create an effective financial plan
that will help you:
Determine when you can expect your start-up
business to be profitable ;
keep your growth managed and sustained ;
Measure your progress and adapt as necessary
Assess the amount of investment or financing
Meet your short and long-term
Detail of your
personal financial situation, which will help you answer
questions such as:
How much can and should you
personally invest in your company?
Will a mortgage or personal loan be
What, realistically, should your monthly
Your income statement includes your sales
forecasts, costs of goods sold, fixed and variable expenses
(salaries, advertising, rent, interest expenses), and profit.
It is recommended to prepare 3 scenarios: pessimistic,
optimistic, and probable. This helps you and your financial
institution accurately assess the risk to your business and
your opportunities for success.
tool to identify risks and possibilities, it shows where your
business has to be just to break even. For example, how close
to maximum capacity of operation will you have to be? What
sales will be necessary? When will you achieve this point?
What factors, if changed, will have the greatest impact on
Cash Flow Budget
Using the previous information and the
different scenarios, you can create an accurate picture of
your what your monthly financial needs will be.
also offers consulting services for creating effective
business plans, and its unique management
coaching program provides you your own experienced
To have our financial
planning professionals analyze your needs click here
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