Preferred Financial Consulting

Supporting your needs for business advice and management consulting

At Preferred Financial Consulting, we serve your need for specialty consulting. We understand that you do not want to permanently expand your management team to include skills that are only needed for a discrete period of time. Below is a partial list of the services we provide:

· Executive coaching: assisting executives with holding employees accountable.

· Assist companies refine their values, mission & vision to improve results.

· Help you understand your business’ weakness and prepare a plan.

· Analyze business risk from the perspective of a financier, then suggest banks interested in the type of business risk present.

· Assist you with business plan preparation and strategic planning.

· Prepare SBA loan packages.

· Assist with financial projections that dove tail to your plan.

· Assist with finding other consultants for key areas, such as human resources, attorneys, safety coordinators, architects, environmental consultants, etc.

· Assist with analysis and valuations when purchasing or selling a business.

Services

Self-esteem cannot be sought as an end in itself but must come as a byproduct of meeting standards of excellence — taking pride in work, supporting a family, bringing up decent children, learning about life and imparting wisdom.              Aaron Wildavsky

February 2008

                     This month’s management article:

 

Have a plan,

 before applying for a bank loan

Preferred Financial Consulting or

Preferred SBA Packaging

8863 Greenback Lane #210

Orangevale, CA 95662

Phone:     916-965-0141

Cell:         916-390-2966

Fax:          916-471-0471

E-mail: bob@sbahelp.com

February 2008

                     This month’s management article:

 

Have a plan,

 before applying for a bank loan