Consulting - PHD Financial

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Consulting Services

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Project Review

Location and product analysis

Franchise comparison and review

Feasibility review

Growth strategy and runway

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Legal

Cash flow analysis and review of payables/receivables

Review and negotiate commercial leases

Legal and accounting review of loan documents

Review and negotiate contracts with vendors

Negotiation with franchisers and review of franchise documents

Environmental reports

Appraisals

Obtaining necessary closing requirements including business insurance, licenses and Title work

Entity preparation including preparation of bylaws, organization minutes, and annual review of corporate formalities, operating agreements for LLCs, shareholder agreements for corporations, and other documents as required by lenders

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Accounting

With a comprehensive accounting review, PHD Financial adds tremendous value to our clients’ business operations while at the same time increasing your bottom line.

Financial Statement design & setup

GAAP-certified cash flow analysis

Review and refine existing setups and reports

Growth strategy and runway

Bank reconciliations

Employee training

Establish internal control procedures

Accounts payable and receivable review

Budget and Forecast

Other financial services designed to meet your needs

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