What stage of business are you in?
To provide you with a road map to success, Rosillo & Associates created A Comprehensive Success Planning Model that identifies three Basic Stages of Business Success Planning. Next, we introduce you to a team of professionals that can help achieve your goals. Contact us for more information on how we can assist.
Stage 1 – Manage & Protect
- Financial Planning Goals
- Business Planning
- Foreign Investment Transfer & Asset Protection Strategies
- Immigration
- Incorporation
- Banking
- Accounting, Budgeting & Taxes
- Corporate Agreements
- Patents, Copyrights & Trademarks
- Insurance
- Marketing & Advertising
Stage 2 – Expand & Save
- Financial Planning Review
- Expansion & Financing
- Budgeting & Expense Reduction
- Credit Repair
- Collections
- Real Estate & Foreclosures
- Estates, Wills & Trusts
Stage 3 – Financial Security
- Financial Planning
- Business Sale & Transfer Planning
- Business Brokerage
- Disputes & Lawsuits
- Bankruptcy & Business Dissolutions
Stage 1 – Manage & Protect
Financial Planning
Success starts with planning, even if you have a strong financial foundation. Budgeting and financial decisions require a clear understanding of financial exposures to adjust personal and business plans to preserve assets and wealth, and to stabilize business trends and secure financial success. An entrepreneur’s expertise is usually found in their business’s products and services, not in professional financial planning, management, accounting or taxes.
To best assist you, we suggest you first determine the financial lifestyle you wish to live during your income earning years. Then, we create and reconcile a savings and investment model focusing on your planned financial lifestyle during your retirement years. With a current understanding of your personal and business income, expenses, disposable income, assets, liabilities, business net equity (or business value) and personal net worth, you can then begin to plan to meet your business and personal financial goals.
In the beginning, you will need to execute a comprehensive gathering of all of your current business and personal financial data. Use this Financial Data Gathering Form to help you gather your information. In order to build a successful financial structure properly, you must first survey your current financial position and condition and determine your financial abilities.
Writing a Business Plan
A business plan is designed to structure a business owner’s earnings, savings and income growth. A business plan can help build the proper foundation needed to propel your company into the business world. A business plan can serve as a road map, a sort of guide to make you more aware of the direction you need to pursue in each significant area of business you need in order to accomplish your income goals. After you finalize your business plan, you will need to create a day-to-day action plan to evolve your business and achieve your planned goals. Talk to a business coach to help write a business plan and to put your plan into action!
Once you construct your financial and business plans, its time to take action…Here are some quick tips for
A Successful Start in business and planning.
See our FAQs, request a Service Request and Contact us to set up a financial planning meeting and get started the right way.