Staying on target with sales projections, controlling costs, and maintaining an appropriate cash reserve, are all vital to soundly growing your business in the kind volatility that has become common in today’s marketplace.  Being prepared for downturns should be a critical part of every strategic plan.  We learned this lesson from the 2008 Financial Crisis, and more recently, the devastating impact of the coronavirus.  Furthermore, business owners should never be satisfied with “wins” that are the result of luck.  Sure, we cannot prepare for every kind of unknown.  No one has a crystal ball.  But getting by on a lack of sound financial management and prudent decision making is walking a slippery slope that will likely increase the severity of any negative events you could not have seen coming.  This is why partnering with Mark of Excellence Financial Analysis & Consulting should be part of your winning strategy, keeping you agile enough to navigate changes in the economy and consumer demands, all while keeping pace with the competition.

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The IMPRESARIO Plan is a great tool to have in your strategic portfolio.  Not only will you be kept abreast of your financial results each month with our 9-Point Financial Analysis Report customized especially for your business, the report highlights the hits and misses in your financial results, the trends that will alert you to doing more of the right things (and less of negative things) that are impacting your success.  When we review the report during our monthly consultation sessions, you will have the opportunity to learn about potential risks and opportunities early enough to make necessary course corrections to keep your business on track for a year-end success story.  The Annual 9-Point Financial Analysis Report offers an important scorecard of your full-year results and will be a useful annual artifact for year-over-year comparisons documenting the growth of your enterprise.

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The IMPRESARIO Plan provides 12 monthly reports and an Annual report containing careful analysis using our proprietary industry-specific benchmark data, and information from your monthly financial statements (Balance Sheet, Income Statement, Cash Flow Statement and Statement of Owner's Equity) supplied by you via electronic data transfer from your ERP system, for example, QuickBooks, or an electronic copy of your financial statements from your accountant.   You can rest assured, your data is never shared with any entity outside of our firm, and we treat all communications and consultations from our firm to you with the highest confidentiality.

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To get the process started, enrollment begins with receipt of the first installment assessed at the time you select the Plan and complete the checkout payment process.   We will then send you a form requesting certain financial information about your business and other necessary profile data that will be used to create a customized version of the IMPRESARIO Plan specific to your business.  Servicing of your plan begins the following month upon receipt of your four financial statements for the current reporting periord (plus statements for the prior period to assist in the initial set-up), due by the 15th business day of the month.  [Note:  To facilitate having your customized plan ready for the first servicing period, the completed request form must be returned to us within 7 calendar days of receipt.]

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Turn-around of our monthly servicing (financial statement analysis, market data analytics, and generation of our proprietary 9-Point Financial Analysis Report) is usually completed within 72 hours of receipt of your financial statements.  

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Finally, we will schedule a monthly 30-minutes one-on-one video (or telephone) review with you to go over the 9-Point Financial Analysis Report, answer any questions, and provide our observations and recommendations.

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The monthly cost of the IMPRESARIO Plan is $265.00, which includes intial set-up, monthly servicing, reporting and consultations. 

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It is our goal that you will not only see the value in our professional services, you will begin to incorporate this value into the daily operations and strategic planning of your business.

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This Plan is perfect for keeping a watchful eye on the financial health of your business.  Sign up today or schedule a free consultation to learn more!