ADVISORS amp COMPANY Corporate Profile Company Overview Broadview Advisors amp Company INC is a premier full service business and financial advisory firm Our experienced advisors has provided ID: 569527
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BROADVIEW ADVISORS & COMPANY
Corporate ProfileSlide2
Company
Overview
Broadview Advisors & Company, INC is a premier full service business and financial advisory firm. Our experienced advisors has provided accounting, tax, financial advisory, strategy and management consulting services to numerous satisfied small and midsized corporations, nonprofit entities and high net worth individuals.
5+
active
p
ractice areas
9+ industriesBusiness sectors
40+ years
Team ExperienceSlide3
To be the best known, hands-on business advisory & consulting firm for small and medium-sized businesses in the Maryland, DC and Virginia area.
To
make available to small and mid-sized businesses, the business advisory solutions and expertise typically only available to large well capitalized companies, enabling them to achieve their long-term financial, economic and operational vision.
Our Vision Our MissionSlide4
Honesty
& Integrity
Professionalism
& TransparencyExcellence, Efficiency & EconomyEthics & ConfidentialityReliability & CompetencyObjectivity & Best practicesTeam Work
Core
ValuesSlide5
DEVELOPMENT & TRAINING
Back Office Support Solutions (BOSS)
All-inclusive business accounting package
Manage entire back office for small and mid-sized businessesAP, AR, reconciliation, budget planning, expense reports &
reimb
Tax services
Finance &
AccountingBookkeeping & Accounting & Preparation financial statementsDevelopment of financial plan & budgetsRisk management and o
utsourced CFO/controllership services Tax Services
Business tax planning and preparation
Individual tax
p
lanning & preparations
IRS representations and audit services
Outsourced
ServicesSlide6
Business Advisory &
Management Consulting
Outsourced Chief Strategy Officer/ CEO services
Business advisory solutions; B-plan , Valuation, Mergers & AcquisitionHealthcare consulting servicesAccreditation services – CARF, MBE, 8aBusiness licensure services – RSA, Home Health, Mental HealthGrowth Strategy DevelopmentDevelopment & Execution of sales, business and marketing planMarket entry strategies and development of new businesses
Capital Raising
Development of investor or banking book for capital raising
Deal structuring and Financial Analysis
Business line of credit and business loan raising services
Outsourced
ServicesSlide7
Broadview Business Institute
Financial modeling, valuations, LBO trainings
Business Analyst training program
Financial Analyst training programStaff Accountant training programUnderstanding Financial StatementsHands-on QuickBooks trainingPreparing for Exits: Unlocking value through IPOs, M&A
Capacity Development
& TrainingSlide8
DEVELOPMENT & TRAINING
We
take our Outsourced Business Functions and Capacity Development
training program and deliver it in house for 8 to 10 business owners. Additional services provided include:Access to seasoned business advisorsProfessional working environment with ready to use office spaceFull suite of
office services and support
Finance & Accounting services
supportMarketing and Business Development Support
Capital Raising ServicesOpportunity to collaborate with other entrepreneursFlexible and affordable rental commitments
Business
IncubatorSlide9
Our team can meet your business needs across the following sectors
ICT
energy
industrialLogisticsgovernment
Automotive
Consumer goods
healthcare
services
Industries
we
coverSlide10
Ivy-League/top universities trained business executives
Broadview
Advisors
Our unique approach of developing clear understanding of specific business, financial situation & objectives.Affordability, flexibility and customized business advisory solutionsExtensive experience & expertise of our advisors in relevant industriesOur philosophy of helping clients make substantial improvements in their performance and build a great firm
Doing what’s right for our clients. Period!
That all that matters!
Why Us: Our Team
of AdvisorsSlide11
How
We Work Step1:
define your needsStep 2: collaborate and develop a solutionStep 3: efficiency and improved performance Slide12
Thank You!View
our videos on
YouTube Channel Connect with us Face Book