Business Financial Planning

RBF’s roster of business advisory clients runs the gamut from industry leaders about to add new subsidiaries, purchase an existing business, expanding an existing facility, determining cash flow needs for a major expansion or survival or to start-up companies just beginning to build their fortunes. All of our clients know the value of the expert advice RBF provides. RBF offers clients, entity or individual, a full range of advisory services focused to ensure profitable operations and success.


RBF’s Business Financial Planning Services Include:

  • Budgets and forecasts
  • Product line margin analyses
  • Quality of Earnings analysis
  • Cash flow and profits analysis and enhancement techniques
  • Business plan development and review
  • Best practices/balanced scorecard analysis
  • Buy-sell arrangements and mediation
  • Business succession planning
  • Executive compensation strategies
  • Financial personnel recruitment
  • Accounting software selection, implementation, and training
  • Not-for-profit advisory
  • Business valuation
  • Litigation support
  • Due Diligence (Buyer and Seller)

RBF advisors are certified by ProfitCents, a program that uses analytical analysis to support our business clients in identifying strategic business opportunities and improving their company’s overall financial performance.


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