your business deserves to be great. We can help with that.
Running a business is hard. There’s an overwhelming number of items on your to-do list, it seems like there’s never enough time, and there are people and clients to be managed. It can be hard to focus on activities that will lead to long-term growth and rewards down the road when there are so many things that require your immediate attention.
And that’s an issue.
We took the liberty of developing the ‘ GEPC 8 to Great’ framework to help guide you. When you address every service category within it you’ll build a business that is positioned for success and generates wealth for your family, both now and in the future.
Save Time
Take Charge
Grow Your Wealth
We believe you should have a business that lets you meet your business and personal goals
To take charge of your finances and grow your wealth we rely on the ‘GEPC 8 to Great.' These are service categories that we believe every business owner needs to address in order to grow their business and successfully generate wealth:
1. Growth
2. Profit
3. Cashflow
4. Asset Protection
5. Tax Minimization
6. Financial Retirement
7. Succession
8. Estate Planning/Legacy
unsure of how to get started?
No problem at all. We have developed a list of services that align with our ‘GEPC 8 to Great’ framework and listed them below.
While you can choose which services you want based on your understanding of your business and your finances, we recommend consulting with one of the advisory professionals at GEPC. We use the ‘Goal Achievement Process’ to determine which areas of your business and personal finances need some extra assistance, and recommend a service mix based on that information.
GROWTH
Growth Modelling
Marketing Budget Designed For Profit
Marketing for Finance
Strategic Planning
CASHFLOW
Cashflow Assessment
Cashflow Improvement Plan
Cashflow Forecast
Debt Management
Financial Restructuring
TAX MINIMIZATION
Personal Tax Plan
Corporate Tax Plan
Tax Strategy
SUCCESSION
Explore Exit Options
Prepare Business for Sale
Evaluate & Advise Through the Sale Process
pROFIT
Expense Analysis
Profit Improvement Plan
Prepare Annual Budget
ASSET PROTECTION
Corporate Structure Analysis
Corporate Structure Planning
Risk Assessment
Asset Protection Plan
FINANCIAL RETIREMENT
Goal Setting
Unbiased Review of Financial Plans
Family Financial Plan
ESTATE PLANNING/LEGACY
Quick Estate Plan
Detailed Estate Plan
Implementation of Estate Plan
next steps:
1.
You schedule a free consultation with with our advisory division.
2.
We take you through the goal achievement process, keeping the eight categories in mind.
3.
we develop a plan that allows you to reach your goals and positions you for success.
Stop stressing about the future
We know what your business needs to be a success, and we can help you get there. Use our ‘GEPC 8 to Great’ framework to help you reach your professional and personal goals.
It all starts with a conversation.