Vetting vendors to ensure you’re not overpaying
Advisory on major purchases like interest rates and financing
Tax optimization to minimize liability through entity structuring and planning
Budgeting and controls so you understand true discretionary spending after taxes and fees
Vetting potential new business opportunities and investments
The key is leveraging a business manager’s experience and objectivity to optimize finances, not outsourcing basic money management. Pay your own bills but use advisors to enhance decision-making.
