InConcert Financial Group Home Services Tips & Tools What's New? About Us Contact Us
 
Wealth Management & Investing
Financial Planning & Strategy
Business Coaching & Consulting
Account & Financial Management
Tax Services for Individuals & Organizations

 

 

  Business Coaching & Consulting Services

Bay Area Business Consultants

The key to the success of any business, whether large or small, is the ability to change—and do so without buckling under the pressure of new ways of working or disrupting ongoing business operations.

The InConcert Consulting Team helps companies and their leaders develop the capacity to change. Whether it’s developing a business plan for the birth of a new idea, guiding an existing business through its next growth phase, or conducting a business valuation in preparation for sale, our role is to identify the issues and recommend strategies to realize the greatest long-term value from your biggest asset…your business.

Our Services

Executive Coaching
• Mastering Leadership
• Critical Decision-Making
• Communication Skills
• Employee Motivation and Management
• Corporate or Individual Vision
• Work/Life Balance

Business Start-Up Support
• Entity Selection and Incorporation Procedures
• Start-up Requirements
• Business Plan Development
• Market Viability Research
• Organizational Design and Structure
• Funding Options and Financial Planning

Issue Diagnosis and Problem Solving
• Strength, Weaknesses, Opportunities, Threats (SWOT) Analysis
• Balanced Scorecard Analysis
• Customer Advisory Board
• Team Advisory Board
• Action Plan Development and Implementation
• Process Mapping and Improvement

Total Financial Management
• Budget Development and Ongoing Monitoring
• Management Reporting
• Cash Flow Improvement and Management
• Business Valuation
• Financing and Funding Assistance
• “Virtual CFO” Services

Human Resources Management and Development
• Recruitment, Hiring and Termination
• Orientation and Training
• Performance Management
• Policies, Procedures, and Legal Requirements
• Reward and Recognition Programs
• Benefit Plan Development

Sales and Marketing Strategies
• Customer Relationship Management
• Competitor Research and Strategy
• Customer Research and Strategy
• Strategic Marketing Plan Development
• Key Performance Indicator Monitoring

Business Transition Facilitation
• Ownership Changes
• Restructuring
• Financing
• Succession Planning
• Business Valuation
• Sale or Merger

Click here for a Case Study.

 

InConcert Financial Group (a Biesheuvel Scarpa company): Bay Area Business Consultants. Our expertise features a comprehensive range of economic management strategies, including Financial Planning, Wealth Management, Business Consulting, Accounting, and Tax Services. Our FORTE Newsletter offers direct, concrete advice to maximize your investments and business potential.