CONSULTATION SERVICES
Equity Financial Resources assists clients in achieving tangible, sustainable improvement in performance. We do this by helping resolve immediate issues while embedding skills which enhance the organization's ability to meet future challenges. Our clients come from a variety of sectors including individual and corporate agriculture, real estate, and biodiesel/ethanol projects. Each client receives intense focus, superb problem solving technique and unbiased, objective counsel.
Areas of Expertise:
- Business Plans
- Grant Writing
- Financial & Estate Planning
- Creditor/Debtor Resolution
- Refinancing/Restructuring/Real Estate
- F.S.A./S.B.A. Loans / B&I Loans
- Farm Management/Accounting/Tax Business Continuation Planning
- Leasing/Line of Credit
- Livestock Project & Financing
- Bio-Diesel & Ethanol Projects
- Risk Management/Price Management
- Crop Insurance
- Human Resource Management
- Turn Around Business Plans
- Restructure Plans
- Refinance plans
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Successful companies recognize how important it is to acquire, retain and grow their customer base. Yet attracting and retaining customers has been made more difficult in the wake of heightened competition and increasingly demanding customers.
Equity Financial Resources offers a wide range of marketing and business developmental services to help you manage your customer relationships in each stage of their lifecycle. Whether you are looking to identify the right customers, acquire the best customers, retain your most profitable customers or grow long-term relationships, we can help.
We offer both consulting and operational services including:
Consulting | Operations |
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Sales and Marketing Plans
Business Process Design
Measurement Development & Benchmarking
Market Research & Analysis
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Lead Generation Programs
Lead Management Programs Account Management Internet Marketing |
We offer practical solutions based on real-life experiences. That's why companies, both large and small, turn to us for both expert advice and operational capabilities.
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Distressed companies face an uphill battle when determining strategies for restoring profitability. To address financial and operating difficulties, it's necessary to take swift, appropriate measures.
The first step is to develop a comprehensive action plan that will quickly improve your financial results. For the plan to be effective, it must address the concerns of your stakeholders, employees, creditors, vendors and lenders, as well as outline a strategy to maximize and preserve equity. Business continuity planning and actions while addressing the challenges are also critical. Because of the complexity and time involved with developing a comprehensive turnaround strategy, seeking outside support can make all the difference in achieving a positive outcome.
At Equity Financial Resources, we help facilitate the strategic and operational decisions necessary to restore profitability. Depending on your needs, we offer a flexible approach designed to improve business operations and ultimately your financial performance.
We work with you to:
- Maximize profit plan
- Define a new strategy based on analyzing markets and competitors
- Recommend process changes to improve operating efficiency
- Identify methods for improving organizational structure and staffing levels
- Review expenses, credit relationships and cash flows
- Develop reorganization plans and forecasts of future performance
- Identify key performance measures and track progress weekly
- Control equity plan
- Make better decisions with accurate, current, and timely information
Our services are designed to provide our clients with exceptional value and often yield opportunities to improve operational and financial performance. The result can be a more efficient, better-run business positioned for a profitable future.
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Equity Financial Resources risk management consultants offer a customized, flexible approach that's based on your needs-combining in-depth industry knowledge and a longstanding commitment to growing companies. Focusing resources on critical areas of your operations, we help you identify control deficiencies and other threats to your business goals. Then we work with you to remediate problems. Because we're committed to helping your company succeed, we take a value-added approach to risk management-looking for opportunities to improve your organization's productivity and performance and suggesting improvements where appropriate.
What Equity Financial Resources will do:
Exposure Analysis--Examine your organization to identify and quantify what it does, what it stands to lose in case of loss, and what is needed to protect its assets and earnings.
Evaluation and Recommendations--Review your organization's insurance and risk management programs and make recommendations regarding coverage improvements, administration, loss control and financing mechanisms.
Manage Marketing and Selection--Equity Financial Resources develop specifications for marketing an insurance program and risk-related services. We manage the marketing process, evaluate proposals, and make recommendations on program selection and service providers.
Continuing Counsel--Equity Financial Resources provide ongoing risk management consulting services and may also serve as an outsourced risk management department.
Business Continuation Plans--Planning for management and ownership changes. The plan is designed to be proactive.
Equity Financial Resources helps businesses understand what coverage's need or don't need. Then, we shop the market to find the best rates available in the industry.
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