business advisory
what you can expect
Your life and business are intertwined, we get that. It's why we take your business seriously from the very start. With a collaborative 90-day assessment, we will know your business almost as well as you do and craft a plan tailored to your needs. It will detail our partnership together and provide a roadmap for the goals you want to achieve, and how we can help you get there.
This is informed by:
➕ your personal goals for the business
➕ our research on your industry and your marketplace
➕ where you are in the entrepreneurial journey
➕ how your business impacts your resources, time, lifestyle + succession plans.
With this understanding we are able to tailor a plan to help you move from where you are today to where you want your business to be. We are here to help your business grow from our very first conversation until your next chapter.
Business Planning
Through our experience, financial acumen and firsthand operational experience, we develop solutions tailored to the specifics of our client’s needs and phase of their business lifecycle. Our solutions optimize marketplace positioning and structure; position a company for growth, market entry or acquisition; provide potential exit strategies; and position a company to succeed post- ownership/founder exit.
Interim Finance Leadership
Franklin Nova provides experienced finance professionals to companies that have outgrown the capabilities their current team, require guidance to raising capital to meet customer demand, or require temporary leadership due to employee retirement or attrition.
Estate and Tax Planning
We partner with trusted legal and financial advisors to execute a plan to optimize outcomes for vested individuals and their families. Through well-supported analyses that will survive the rigors of regulatory scrutiny, we assist clients in managing their tax planning and positioning their future generations for success.