Online Software for profit enhancement, cash management, business valuation, exit plan solutions

Trusted Advisers - Business Consultants

The TASCON® Business Analyst will provide you with new business specialty value added services that will set you apart from the competition so you will be considered even more of a business partner and adviser by your clients. You will be able to offer advice and counsel in new topics without subjecting yourself to the unnecessary risks that are associated with other financial analysis tools that use subjective data supplied by the user. You will be able to quickly create accurate profitability enhancement, valuation and business strategies and have the ability to perform unlimited “what-if” analysis scenarios on any input data so the results can be used to consult with your clients in any of the following topics:

Profitability Enhancement:

  • Analyze the business from an operations stand point to accurately guide your clients to the plan needed to enhance their profitability or return their company to profitability by creating proper budgeting and job cost solution models. (Some of our customers have reported that these reports have also led to additional consulting services to help implement the policies, procedures and systems that will maintain and help insure the budget goals.)

Control Cash Flows:

  • Create full monthly cash flow schedule models from budgets to determine the business’ monthly cash demands and to determine your client’s annual cash and/or credit line needs so they can better control their cash flows to achieve their next year’s budget goals.
  • Analyze the business from an operations stand point to accurately guide your clients to the plan needed to enhance their profitability or return their company to profitability by creating proper budgeting, job cost/pricing and cash flow solution models.
Financial Management:

  • Create 26 key financial ratios on liquidity, asset turnover, financial leverage and profitability that are prepared against the actual income statement for the current owner and the adjusted income statement of a new hypothetical owner for industry standard comparison and proper cash management.

Acquisitions and Divestitures:

  •  Using the Optimization Method™,  determine the optimum business value to help guide and control the negotiation process.
  • Show your client how the value of their business or a business that they are considering would change when tempered with the strategies of a strategic sale, merger, roll-up, spin-offs, LBO’s or partnership/owner buyouts.

Succession and Estate Planning:

  • Determine the optimum value of your client’s business to begin the planning strategies needed for ownership transfer through gifting or other means.

Exit Strategies:

  • Show your client the company profitability needed to achieve the optimum business market value that they need for their exit strategy.
  • Show and guide your client in the short and/or long financial plan needed, through budgets and job costing strategies that are needed to achieve their exit strategy goals.
  • Show your client how they can benefit from increases or decreases in the business value that are created from changes in purchase notes and market terms.
  • Discuss with your client, the strategy of providing any “gap” financing that may be needed to achieve the optimum value for their business.

Business Valuations Guidelines:

  • Show your client the optimum value of their business to help guide them in their insurance, financial planning and other needs.

See what we have to offer in the Products & Pricing Page


Testimonials

"It increased my level of professionalism by giving me information that was not available to me before."

- CPA

"I have been waiting to see how long it would take someone to come out with a software tool that would do these things. I love it!"

- CPA

"Value added billings are great, but the best part of your software, is we can now help many more of our clients that we would have had the time to do without it."

- CPA

Your Track to Profit™