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Tax InfoCenter 2007 Tax Guide

Business Development

Grow your business for financial independence and peace of mind. Holbrook & Manter can perform a detailed analysis and planning consultation, as well as an assessment of your systems and processes, customer base, and profit improvement potential. 

When you went into business, it is likely that you had a goal, dream, or vision for your business and your anticipated lifestyle. You may or may not have been able to realize that goal, dream, or vision...at least not yet.  

Holbrook & Manter's Business Development Services will help ensure that you get back on course and are able to achieve your goals, dreams, and visions.

Holbrook & Manter will assist you in the development of your "Strategic Plan" - helping you assess your current status and where you want your business to be at any future given period. Additionally, Holbrook & Manter will help you discover the hidden potential within your business. Holbrook & Manter strives to help you establish systems and processes that make your business more profitable and therefore, more valuable. Holbrook & Manter understands value; we have Team Members that are credentialed in valuing businesses.

Generally, a business owner's greatest asset is their BUSINESS. To help the business owner increase the value of this asset, Holbrook & Manter will get involved with many 'non' accounting aspects of your business development including: SWOT analysis, team involvement, market positioning, review of current systems and processes, customer service strategies, etc.

Please contact Holbrook & Manter to find out how we can best work with you to achieve your goals. We will guide you through a business development program, typically 12 to 24 months or more, designed to increase company profits, increase entity value, and reduce overall daily reliance on the owner.

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Why Is Holbrook & Manter Unique

Holbrook & Manter is unique from the typical CPA firm. We are business consultants who actively help you grow your business and provide more than simply the traditional services.  

H&M offers you all the traditional services of a CPA firm, but we understand there is so much more that must be done to help you reach your ideal profit level and an improved lifestyle. H&M not only communicates how to do that, but we will also work with you every step of the way to make it become a reality.

H&M focuses upon closely held and family owned enterprises. Our services are tailored specifically for this market to help business owners add real value to their businesses and enrich their personal lives.

Our Business Development Services are designed to offer you this extra support to help make your business better, more profitable, and ultimately more valuable. We help our clients with such items as profit improvement potential/opportunities, management considerations, marketing, customer service, team retention, working processes, and business building strategies.

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Strategic and Business Planning

The strategic and business planning process begins by implementing and developing specific action plans. In doing so, you will continue to build a framework for running your business. The goal is to develop a competitive strategy and associated business plan. We believe that in business, failing to plan is planning to fail.

Holbrook & Manter's strategic and business planning services vary according to each client's need.

We can identify necessary action steps for your business including:

  • Development, or assistance in development, of a business plan
  • Formulating an overall business goal/vision and competitive strategy
  • Formulating a structure to support your strategy
  • Developing a marketing plan through product/service and market analysis
  • Designing and systematizing a customer service strategy based on a Customer Advisory Board
  • Undertaking activity-based cost analysis and considerations
  • Designing and implementing a management control plan based on key performance indicators

In addition to strategic and business planning services, H&M also offers profit improvement potential planning sessions, management and team training, business management services, and consulting.

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Management Services

We can assist you with preparing budgets, and other reports, for cash flow and profit-planning purposes by helping you control costs, plan for growth, and utilize your resources properly. Alternatively, if you would prefer a more "hands on" approach, we can prepare these reports for you. We understand business and will quickly gain an understanding about your unique business. We will find out what is important to you, and help point you in the right direction based on your goals and needs. We can also show you how to use these vitally important management tools to attain better control over your business.

We are able to go beyond the budgeting process and proactively help you interpret your periodic reports. These services should include identifying, creating, and tracking detailed Key Performance Indicators (KPIs), which apply to all of your business' critical success factors. By working with you periodically, we can assist in delivering a comprehensive review of your operating plan.

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Benchmarking

Holbrook & Manter can assist you by analyzing your business to evaluate and determine how your business stacks up against your peer group. This is vitally important to businesses to assess how they stack up against others in their market place.

Holbrook & Manter can also assist you to interpret this data and put a proactive game plan in place to achieve your desired benchmark/financial results.

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SWOT Analysis

Let Holbrook & Manter assist you in completing an analysis of your business' Strengths, Weaknesses, Opportunities and Threats (SWOT).

We will guide you through a business development program, typically 12 to 24 months or more, designed to increase company profits, increase entity value, and reduce overall daily reliance on the owner.

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Did you know there are just FOUR ways to
grow your business?

It is that simple and factual. There are FOUR fundamental ways to grow your business:

  1. Increase the number of customers (of the type you want)
  2. Increase the transaction frequency
  3. Increase the transaction value or 'average sale'
  4. Increase the effectiveness of each process in your business

If you are at all skeptical about whether there really are just four ways, obviously with multitudes of strategies under each, think of a strategy to grow your business - any strategy - and you'll find it probably falls under one of these four areas.

Commonly a business owner perceives that they can grow their business through a "cost cutting" strategy. However, that strategy is realistically not capable of helping you grow your business. Cost cutting is generally a very short-sited approach and will not help you actually grow your business over the long term.

Find out what potential your business has for increasing revenues and profits by allowing us to help you determine your Profit Improvement Potential.

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Training Services

Holbrook & Manter's Business Development Program also offers Training Services involving:

  • Financial Management and Control
  • Marketing
  • Business Strategy and Planning
  • Customer Service and Sales Training

We conduct our training in a variety of situations and arenas, depending upon which is the most convenient for you, your team and your customers. H&M offers the following training environments.

  • One-On-One Meetings
  • Intra-Business Settings
  • Client Seminars
  • Discussion Groups and Advisory Boards

Holbrook & Manter's Training Services cover approximately 100 topics and are ideal for clients who represent:

  • Existing Business Clients
  • New Business Start-Ups
  • Any Unit Within A Stage of the Business Life Cycle

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New Business Considerations

Starting a business seems simple. All it takes is a good idea, motivation, research, capital, and an operational launch pad. However, managing and growing a business that will beat the odds and achieve long-term success is not so simple. Successful businesses are achieved through planning, lots of planning - as well as measuring, monitoring, and managing.

Holbrook & Manter has helped a significant number of clients address these precise items. H&M understands what it takes to start-up, run, manage and succeed in business.

Leadership Team

Get to know the members of Holbrook and Manter's Business Development Leadership Team.

For more information about our services, please contact Holbrook & Manter.

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