Balcomb Financial Associates Employee Directory

Financial ServicesUnited States2-10 Employees

Whether you have a new business or one that has been in operation for several years, it is important to have a clear financial strategy so that you understand where you are, can determine where you would like to go, and the steps you need to take to get there. How do you want your company to compete in its specific market? Do you want it to be the low-cost leader, in which buyers are price-sensitive and there are few opportunities for differentiation? Or do you want to be the best-cost provider, where buyers expect superior value at a higher price? Are you a niche player? Having a more profound understanding of your business will enable you to take it farther, faster, as you won’t get sidetracked by matters that are outside your core competencies.

As a business and tax advisory firm, our objective is to help you determine the optimal business strategy for your particular company and its very specific needs. We do this by first performing a business valuation on your company. Our approach includes an assessment of your business’ strengths and weaknesses, understanding its unique potential and areas that merit more attention to obtain optimal success. We will look at indicators such as future liquidity requirements, your business’ risk profile, future cash flow, asset management, and tax planning, among other metrics.

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