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Business Planning Services

Many organizations have the technical expertise, the marketing strategies, and the vision needed to drive future financial success. But without a strong framework to support these endeavors, the potential for failure is greatly increased.

At Cobb Ezekiel Loy & Company, P.A., our Business Planning Services provide the structure needed to help ensure your Company’s success. Whether you are attempting to secure financing, exploring investment options, or looking to put a succession plan in place, our business consulting team can help you prepare a detailed business plan describing your current operations and future business prospects and plans.

From performing data analytics to preparing easy to understand presentations, Cobb Ezekiel Loy & Company, P.A. will help develop an analytical reporting package that fits your needs. We are equipped with comprehensive information on industry trends and the business issues that identify potential risks to your organization. Processes such as Return on Investment (ROI) studies, break-even analysis, pricing models, and flowcharting processes enable our business planning services team to develop a plan to assess the company’s success.

Additional business planning services include:

  • Financial Statement Preparation
  • Buy/Sell Agreements
  • Business Plans
  • Business Start-Ups
  • Profit and Loss Forecasts
  • Bank and SBA Loan Applications
  • Cash Management
  • “Controller For A Day” Services
  • Annual Budget Preparation
  • Product Pricing And Costing Decisions
  • Cash Flow Forecasting
  • Break-even Analysis (New Product Or New Location)
  • Business Succession Planning
  • Establishing Credit Policies
  • Business Performance Measurement
  • Tax Representation With The IRS
  • Establishing Cost Controls

Cobb Ezekiel Loy & Company, P.A. Business Planning Services leverage our knowledge gained to help your business improve performance.

Don’t play games with the future of your business. Contact Susan C. Ezekiel, CPA or Donald T. McBane, CPA.