Shining a Light on Financial Performance for Entrepreneurs and Business Owners to Tell the Story of Their Enterprise Through Competent Analysis, Reporting, and Coaching & Consultative Services
PLATINUM EXEC Plan
Summary of Plan Benefits
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üTwelve months of expert financial analysis of your business
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üMonthly financial reports and consultations for business owners desiring a thorough, recurring check-in that offers piece of mind in knowing the trends, strengths and weaknesses, and understanding where their business is headed
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üMonthly 9-Point Financial Analysis Reports
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üMonthly 60-Minute One-on-One Video/Telephone Consultation (double the time of other plans to allow for extended review and discussion)
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üQuarterly 9-Point Reports with Trend Analysis published in
GLOSSY Boardroom Quality
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üAnnual 9-Report with Year-end Recap published in
GLOSSY Boardroom Quality
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üContract Term: One Year
Executives are not expected to generate the details, but they do need to have a trusted source for obtaining and explaining them. Mark of Excellence Financial Analysis & Consulting can be that trusted source providing independent assessments and collaborative engagement.
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Our PLATINUM EXEC Plan was created for business mavericks who seek deep engagement the financial management of their enterprise through expertise provided by an experienced, independent financial expert that specializes in appraising business financial health. The PLATINUM EXEC Plan will keep you abreast of your financial results each month and quarterly 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 Quarterly 9-Point Financial Analysis Report is perfect for seeing trends and building goals and expectations that are fact-based and achievable. 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. The quarterly and annual reports are presented to you as GLOSSY, professionally printed, boardroom quality documents; and can be stored in the professionally prepared binder we provide to you for keeping your reports neatly organized and ready for quick reference.
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The PLATINUM EXEC Plan provides 12 monthly reports, four Quarterly 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.
No business can operate securely, competently and competitively without knowing the financial story of their business.
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Let the Mark of Excellence Financial Analysis & Consulting PLATINUM EXEC Plan be the key to a competitive edge for making better-informed decisions by understanding the financial story of your business.
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Sign up today or schedule a free consultation to learn more!
Note: Continuing our partnership is easy once your plan year ends
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Near the end of the annual plan term, you will receive a reminder to renew or upgrade your plan.
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Should you wish to convert to one of our other plans, you may do so at any time by sending by sending an email to clientservices@markofefac.com​
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 PLATINUM EXEC 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 60-minute monthly one-on-one video (or telephone) reviews 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 PLATINUM EXEC Plan is $365.00, which includes intial set-up, monthly servicing, boardroom-quality glossy reports and one-hour consultation sessions.
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Our ultimate goal is 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.