deMAURIAC

services include:

• Initial discovery/consultation
• Tailored plan design that suits your company and workforce needs
• Retain top talent with competitive executive benefits packages
• Advisory support for key executives to plan for their future financial security
• On demand fiduciary financial advice from a dedicated CERTIFIED FINANCIAL PLANNER™
• Concierge client services and ongoing support to ensure compliance and best practices
• Education sessions to boost employee participation and engagement
• Seamless integration with your existing payroll systems, complemented by close collaboration with your CPA, bookkeeper, supplemental benefits providers, PEOs, and legal advisors.

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outsourced fractional cfo & Exit planning services:

• Initial discovery/consultation to determine needs 
• Financial strategy & forecasting
• Budgeting & cost management: Create budgets that align with organizational goals and identify areas for resource allocation, cost optimization, and boosting profitability.
• Fiduciary financial advice from a dedicated CERTIFIED FINANCIAL PLANNER™
• Concierge client services and unlimited email support
• Financial reporting & analysis: detailed financial reporting, key performance indicators (KPIs), and analysis to help you understand your financial health and identify opportunities for growth
• Business growth optimization: Providing insights into current business valuation and strategies to enhance profitability and attractiveness for potential buyers.
• Comprehensive exit solutions & strategic succession planning: developing a clear roadmap for owner exit, ensuring the business's value is maximized and transition risks are minimized.
• Aligning personal, financial, and business goals by integrating tax, estate and retirement planning into exit strategy and working on collaboration with your existing team of professionals.

Need expert financial leadership without the cost of a full-time CFO?

Need assistance developing and implementing a comprehensive exit or leadership transition plan with the help of a Certified Exit Planning Advisor™? 

Schedule a consultation today and learn how we can best support you without breaking the bank. Available on annual subscription or project-based pricing. 

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increase productivity through financial well-being

• Interactive workshops covering budgeting, saving, investing and other topics to boost financial wellness of your employees
• Personalized consultations to address individual financial concerns
• Resources that help employees take proactive steps toward financial security
• Concierge client services & email support