What We Do
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evaluate the current situation including business value and potential risk
evaluate immediate risk to the current value such as unexpected events, owner dependance, and key person risk.
implement financial model and operational strategy to achieve the potential value and reduce owner reliance
harvest the benefits of the business through profit extraction, exit planning, legacy planning and succession.
create financial stability by integrating business outcomes into the holistic financial plan.
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Lorem ipsum odor amet, consectetuer adipiscing elit. Molestie massa facilisi est leo arcu ridiculus. Vitae elementum ridiculus ligula consectetur sociosqu. Litora ornare vel donec inceptos luctus; vivamus sociosqu.
Lorem ipsum odor amet, consectetuer adipiscing elit. Ante nec nunc ipsum eu rutrum eu. Tincidunt sagittis porttitor tincidunt facilisis euismod faucibus nostra placerat tempus.
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Guide you and your team through strategic decion-making to enhance profitiablity, drive growth and secure a competitive edge in your market
Grow your team , bridge skills gaps and optimize talent with executive coaching and leadership development.
Get the right people in the right seats with our organizational psychologist. Align your team, their talents and your vision to streamline operations, maximize performance and achieve your long term goal
Prepare for tomorrow’s challenges today with our gap analysis and succession planning services. We identify skill gaps, develop talent pipelines, and ensure your organization’s readiness for future leadership transitions.
create financial stability by integrating business outcomes into the holistic financial plan.
Analyze your financial exposure early to develop protective measures, ensuring your assets are shielded from unexpected events and preserving your wealth.
From budgeting to financial analysis and financial process optimization, we provide comprehensive oversight, ensuring accuracy, compliance, to drive your business forward.
Stay ahead of financial challenges, optimize liquidity, and drive sustainable growth with expert guidance tailored to your unique needs.
Gain peace of mind with our expert financial reporting and compliance service. We handle the complexities, delivering accurate reports and ensuring regulatory adherence, allowing you to focus on what matters most—your business’s success.
Helping Business Owners And Successful Profesionals
Strategic Growth Service
Ready to sell or scaling up? Whatever stage your business is at, we’ll make sure sure your business and personal finances area aligned and maximized at all times.
Hope isn’t a strategy. We understand the importance of not just planning but doing. That’s why our advisory services go beyond strategy development to include hands-on support during implementation, ensuring you’re never left wondering what’s next. Our focus is on creating actionable, pragmatic plans that drive your business forward, supported by data-driven insights and a keen understanding of the ever-changing business landscape.
Whether it’s charting a course for growth or navigating market entry, Maxim is here to turn your ambitions into achievements. Our strategic planning is personalized, practical, and designed to equip your team with the confidence and clarity needed for sustained success. Let us help you unlock your business’s potential and set the stage for a future defined by strategic triumph.
How We Help
evaluate the current situation including business value, potential risk, and
evaluate immediate risk to the current value such as unexpected events, owner dependance, and key person risk.
implement financial model and operational strategy to achieve the potential value and reduce owner reliance
harvest the benefits of the business through profit extraction, exit planning, legacy planning and succession.
create financial stability by integrating business outcomes into the holistic financial plan.
How We Help
Identify value
evaluate the current situation including business value and potential risk
Protect Value
evaluate immediate risk to the current value such as unexpected events, owner dependance, and key person risk.
Maximize Value
implement financial model and operational strategy to achieve the potential value and reduce owner reliance
Extract value
harvest the benefits of the business through profit extraction, exit planning, legacy planning and succession.
Manage Value
create financial stability by integrating business outcomes into the holistic financial plan.
Business Financial Plan
Your business is more than a job. Its your life’s work. We’ll create a holistic financial plan to ensure you get the most out of your business and maximize the value of your life’s work.
How We Help
Based on profits or eventual sale, asses how much money you need from your business to achieve your financial goals.
Determine the optimal method or allocating your hard earned profits and compensating your self while investing for the future.
Transform your business operations with our improvement process, to streamline operations, reduce costs, and maximize profitability, setting your business on a path to financial success and operational excellence
Proactive strategies to reduce corporate income taxes and explore penion planning opportunities tailored to business owners.
Guidance on the best way to allocate and grow business profits in a way that supports your personal financial plan.
Create a comprehensive financial plan that provides a clear and actionable plan of accomplishing your goals.
Evaluate business and personal risks to ensure your family and company are taken care of in a worst case scenario.
Reference https://frazerjames.co.uk/about-you/business-owners/
CFO Advisory Services: Navigating Complexity with Expertise
We offer critical advisory services tailored for financial leaders, business owners, and investors. Our expertise addresses the unique challenges, complexities, and dynamic changes that define the modern CFO’s landscape.
Our approach is rooted in understanding the multifaceted environment of financial leadership, providing strategic support that adapts to the evolving demands of the role. Whether it’s navigating through intricate financial landscapes, steering through regulatory changes, or capitalizing on new opportunities, we’re here to empower leaders with the insights and strategies needed for success.
Our CFO Advisory Services provide more than just advice; we offer a partnership that brings executive-level financial stewardship directly to your business. Transform your business’s financial management with our CFO Advisory Services, where strategic financial leadership meets flexibility and innovation. Let us guide your business to new heights of financial clarity and success.
Our Services Include
Guide you and your team through strategic decion-making to enhance profitiablity, drive growth and secure a competitive edge in your market
Grow your team , bridge skills gaps and optimize talent with executive coaching and leadership development.
Get the right people in the right seats with our organizational psychologist. Align your team, their talents and your vision to streamline operations, maximize performance and achieve your long term goal
Prepare for tomorrow’s challenges today with our gap analysis and succession planning services. We identify skill gaps, develop talent pipelines, and ensure your organization’s readiness for future leadership transitions.
Analyze your financial exposure early to develop protective measures, ensuring your assets are shielded from unexpected events and preserving your wealth.
From budgeting to financial analysis and financial process optimization, we provide comprehensive oversight, ensuring accuracy, compliance, to drive your business forward.
Stay ahead of financial challenges, optimize liquidity, and drive sustainable growth with expert guidance tailored to your unique needs.
Gain peace of mind with our expert financial reporting and compliance service. We handle the complexities, delivering accurate reports and ensuring regulatory adherence, allowing you to focus on what matters most—your business’s success.
How We Help
Financial Leadership
Guide you and your team through strategic decion-making to enhance profitiablity, drive growth and secure a competitive edge in your market
Talent Development
Grow your team , bridge skills gaps and optimize talent with executive coaching and leadership development.
organizational Design
Get the right people in the right seats with our organizational psychologist. Align your team, their talents and your vision to streamline operations, maximize performance and achieve your long term goal
Legacy and Succession Planning
Prepare for tomorrow’s challenges today with our gap analysis and succession planning services. We identify skill gaps, develop talent pipelines, and ensure your organization’s readiness for future leadership transitions.
Asset Protection
Analyze your financial exposure early to develop protective measures, ensuring your assets are shielded from unexpected events and preserving your wealth.
Controllership
From budgeting to financial analysis and financial process optimization, we provide comprehensive oversight, ensuring accuracy, compliance, to drive your business forward.
Cashflow Management & Forecasting
Stay ahead of financial challenges, optimize liquidity, and drive sustainable growth with expert guidance tailored to your unique needs.
Financial Reporting & Compliance
Gain peace of mind with our expert financial reporting and compliance service. We handle the complexities, delivering accurate reports and ensuring regulatory adherence, allowing you to focus on what matters most—your business’s success.