IS YOUR BUSINESS
READY FOR A RESET?
SERVICES
Every business encounters a time when its leadership team seeks external expertise. It could be to introduce an outside perspective, to generate new ways of thinking, or simply to solve a particular problem. Whatever the reason, a consultant can bring in the skill set, on demand, when you need it.
Think of it this way…when you’re facing an issue in your personal life, you oftentimes turn to friends and family for their opinion. Your business should be no different.
WHAT I DO
01
CONSULTING
02
ANALYZING
03
MARKETING
04
FINANCING
Where do I find cash to expand?
HOW I DO IT
- Introduce new opportunities and define business direction
- Review expansion plans and research potential locations
- Negotiate contracts for building services and/or insurance
- Assist with succession planning
- Offer a vast referral network
- Provide temporary upper level management services without the need to hire a new employee
- Establish goals and benchmarks
- Analyze financial statements, budgets, cash flow, forecasts, etc.
- Determine whether you are maximizing profits
- Analyze strengths, weaknesses, opportunities and threats
- Evaluate current marketing strategies
- Enhance web and brand presence
- Determine advertising effectiveness
- Develop/Strengthen branding to improve peer positioning
- Website Design
- SEO
- Google AdWords campaigns
- Social Media
- PowerPoint presentations or displays
- Posters, brochures, white papers, etc.
- Find new financing and help with transition to a new bank
- Evaluate current loan terms and banking relationships to ensure terms are satisfactory
- Offer refinancing and alternative financing options
- Expansion capital
- Lines of credit
- Negotiate covenants, ensure compliance and assist with covenant defaults
- Review merchant services contracts
- Consulting 80%
- Branding 60%
- Custom Website Design 50%
- Analyzing 90%
- Financing 65%
- Professional Services 55%
How do I get financing?
WHY YOU NEED ME
It takes a lot of time and expertise to navigate the complex financial process in the banking industry today. As a business owner, you need to focus on your business and making it profitable. Level One Advisory Group can assist in reviewing your current banking provider as well as help find the right bank and banker for your business. With over 25 years experience in the banking industry, you can trust me to be your advocate and advisor.
Because you want someone to get you excited about your business again
You need a specialized skill set and don't want to hire a permanent employee
You want an objective opinion
You need help launching your new product or expanding to a new location
You want fresh ideas and someone to see them through
Because, quite frankly, your financial statements are making your eyes cross
Are you ready for a reset?
630-460-6865
LevelOneAdvisoryGroup.com525 Tyler Road, Suite O
St. Charles, IL 60174
P (630) 797-5577 | F (844) 866-2598 | DLahl@LevelOneAdvisoryGroup.com