Business Consulting

At Ramsay & Associates, our team includes business consulting professionals who are highly qualified to help you handle your many business challenges — such as obtaining a loan, increasing cash flow, controlling inventory turnover, providing customer service, encouraging team building, and managing finances — by utilizing Key Performance Indicators and more. 

What you can measure, you can manage

Ramsay & Associates offers coaching and business development programs designed to enhance and grow your business. Our professionals work closely with you to define your strategic goals, evaluate business operations, develop business plans, and create measurements to track your progress. Tracking the progress of your business through Key Performance Indicators allows us to help you simultaneously grow your business and plan for the future.

Our value to you is measured by your personal and business success. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following are just a few of the areas in which we provide consulting services:

IMG_3034.jpgGoals Analysis

Ramsay & Associates professionals can help you identify your financial and non-financial business objectives. Small business owners typically have the majority of their personal wealth tied up in their business. Our goals analysis allows us to carry out a thorough review of your financial situation, business involvement and quality of life desired. We can conduct an honest and open session to determine your personal objectives, what you want out of your business, and when you want to transition out.

The decisions surrounding these issues often have a serious impact on the amount of wealth an owner might extract from the business, either at the time of transition or in the years leading up to transition.

We offer an objective diagnostic system, which provides clarity around these critical issues and includes a project-planning tool that can be used to manage the actions, responsibilities and timelines for any initiatives identified during the review.

Business Strategy

We begin every business strategy session by sharing an interview filmed with Wally, a very typical small businessperson who was gifted with rare insights into what it takes to make a business succeed.

In one amazing interview, Wally takes us through the principles that helped him grow a one-man business into a multi-million dollar enterprise, trading in over eighty countries around the world. Even better is that these principles can be applied to almost every small business, regardless of its industry or location.
Viewing this interview will show you the need to:

  • Design systems that provide not only more financial independence but also freedom and peace of mind
  • Develop strategies that increase revenues
  • Increase the effectiveness of the money that is spent on your business
  • Profit by working ON your business rather than IN it

As a businessperson you will instantly identify with Wally. This interview will help you identify ways you can run your business more efficiently and more profitably.

Monitoring & Reporting

At Ramsay & Associates, we can help you determine which key elements of your business can be measured on a regular basis to give you a performance analysis of the business over time. The purpose is to help you detect trends that will help manage your business for better efficiency of operation and address areas that need immediate attention.

Performance Improvement

This unique tool allows our team to analyze key financial elements relating to the overall health and performance of your business. It allows us to view the business holistically, looking at overall trends, setting performance goals and identifying other needs.

Team Building

This is a business survey tool for capturing team opinions, concerns and views about the business the team works for and helps identify opportunities to improve:

  • Team satisfaction and morale by improving the culture
  • Business processes by capturing the innovative ideas of those at the base of operations and customer interaction
  • Team understanding of, and buy-in to, the vision of the business

Conducting internal surveys of the team is an effective way of discovering how people feel about working for the business. The team is, of course, a critical stakeholder group in terms of contribution to business success. Dissatisfied or uninformed teams tend to perform below their capabilities, leave their jobs relatively quickly and are not very likely to recommend the business to others.

This analysis will also allow the business owner to test their own beliefs about the quality of their business’ culture and operational efficiency against the perceptions of the team members themselves. It can also be used to compare perceptions between groups such as a sales team and accounts team.

 

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Important Consumer Information

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

  • Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.
  • Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

For more information please contact
Rich Ramsay at Rich@RamsayWealth.com

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Ramsay Wealth Management and JWC/JWCA are unaffiliated entities.

PRIVACY POLICY

For a copy of JWCF’s Form CRS, JWCA’s Form CRS, or JWC’s Disclosure Supplement please click here. By following the link, you consent to receipt of the Form CRS electronically.

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