Assured Strategies is a executive advisory firm committed to providing consulting and coaching services to support entrepreneurs and executive management teams. Our objective is to assist businesses with the challenges of growing a business. Our primarily focus is to help executives understand who the right people are and how to get them to do the right things through a clear implementable strategy within the boundaries of their cash flow in todays economy.
Strategic Development
The strategic process begins with understanding where you are. We start with a comprehensive assessment of the business. Through the assessment process opportunities are discovered and presented to the executive team. Your team may be you the entrepreneur and business owner or a team of executives that run the organization. Our involvement of the assessment process with your company is to review and analyze where your business is today and give you a report on based on our findings. From the delivery of the report our involvement can take several forms. Our involvement can end at the delivery of the report or we can work with you to understand the needs of the company and develop a consulting engagement to address the needs. We like to start all projects with assisting the executive team with developing a strategic plan to take advantage of the opportunities the team has chosen to address. We can make the challenges of developing a clear and implementable strategy a positive one through a proven implementation system, its not all easy. There needs to be a commitment by the executive team to develop the habits necessary to implement your plan. While we are assisting the company if some of your needs include areas of business outside our expertise we have a team of advisors who are experts in their areas to assist if such a needs develops. Our goal is to help your organization realize its objectives.
Business Plan Facilitation
David Chavez has assisted about 80 companies at various stages of growth in developing business plans for bank, private, angel and venture capital funding. His business plans have also been used in investment banking transactions. In some cases the business plan was used to develop implementable strategic plans. We have a unique approach to facilitating plans. We get the owners of the plans to get intimately involved in the process. David Chavez does not write the plan he facilitate the writing of the plan. Using his experience facilitating plans and as a CEO of a mid size CPA firm, advising many businesses on strategy for growth, he is able to focus the owner of the plan on getting the information needed to get the plan written and have a reasonable chance at funding. He uses his experience as a certified public accountant and certified valuation analyst to assist the writers of the plan with developing the thing most writers find the hardest to do, the projections. This is part of the process where he generally takes an active role in complete revenue models that directly relate to the market potential of the plan. He has developed a financial model funders like to see so they can understand the projected return on funding the plan. Although there is no guarantee to funding a plan his model can help the funding source to understand their expected of return.
Due Diligence
When considering a business opportunity it is essential to investigate and evaluate all relevant aspects of the business so as to make an informed decision. Regardless of the type of transaction it is important to have detailed information about the business operations and finances so you know what you are purchasing. We can provide an independent assessment of the business to provide an accurate picture of the opportunity you are considering to help you in the decision making process.Our process can include a review of the market for the company's product, do background checks on the founders and key management team, analyze and review financial information to understand historical trends to help in the understanding of any forward looking assumptions. We can analyze the company competition, talk to key customers, analyze tax impact, review policies and procedures, interview employees (if possible) and any other need the diligence may need. If due diligence needs to be done on areas of business outside our expertise we have a team of advisors who are experts in their areas to assist if such a needs develops.
Legal Litigation Support
Should you require support related to the quantification of economic damages for existing or pending litigation, we assist you by providing financial evidence and expert testimony. The service includes analysis, interpretation, summary and presentation of the complex financial and business related issues in a manner that is both understandable and properly supported to quantify economic losses to support or refute a claim, or assist with settlement negotiations. We have the familiarity with business help support your case.
