Strategic CFO Services
DCG solves your business’s most complex challenges – we bring a breadth of expertise covering financial and operational areas, and we take a long-term view in our relationship. We immerse ourselves in your company to truly understand your needs and aspirations, and we strive to become your trusted partner across all your company’s needs.
- Strategic Operational Planning
- Financial Planning & Controlling
- Cash & Liquidity Management
- Strategic Tax Advisory
- Financing (stakeholder/ investors management)
- M&A Advisory
Proactive Tax Strategies
DCG seeks to implement proactive strategies that reduce your tax exposure moving forward. We explore a variety of impactful techniques including, but not limited to, retirement plan design and contributions, under-utilized concepts within the tax code, maximizing and creating deductions, and adjusting or adding to a company’s structure.
- Qualified Retirement Plan Design
- Management Service Organization (MSO)
- Charitable Strategic Solutions
- Donor-Advised Fund
- Charitable Estate Design
- Self-Insurance (Captive)
- Estate Tax Analysis
- Others (R&D credits, Cost Segregation, and more)
Asset Protection & Treasury Management
DCG takes a strategic view to asset and treasury management. Together, we’ll determine the appropriate entity structures, risk mitigation, and asset management.
- Entity Org Chart Review
- Tax Efficiency Analysis
- Treasury Management
- Review Credit Facilities
- Start-up Funding with Retirement Funds
- Business Owner Retirement Savings Account (BORSA)
- Rollover for Business Startups (ROBS)
Operational Planning
DCG understands that you are busy working on growing your company. As it expands, analyzing your business operations, measuring performance, and developing a thoughtful and calculated plan becomes essential for achieving profitable growth and your desired goals. DCG will show you how successful companies approach operational planning and execution.
- 5-Year Business Plan
- Annual Strategic Plan
- Performance Management
- Governance
- Operational Due Diligence
- Monthly Implementation Support
Variable Compensation Design
DCG excels in incentivizing and retaining your key employees. The standard 401(k) is not always the best fit for a small business. DCG knows the alternatives, like non-qualified deferred compensation, which allows you to give incentive dollars to key employees, rather than to everyone equally. Deferred Comp also comes with added flexibility and other benefits, like the ability to invest the deferred dollars.
- Key Personnel Incentives
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- 409A, Deferred Compensation
- Phantom Stock
- Restricted Shares
- Group Benefits
- Retirement Plan Design
Transition Planning
DCG partners with you to impact the transfer of your business, whether it’s to a third party, internally to employees, or to family members. We can affect all financial aspects, like M&A, business valuation, and estate equalization, while also consulting around the operational transition to the new management team, governance, and organization.
- Buy/Sell Planning
- Business Valuation (informal valuations internally, formal through partners)
- Estate Equalization & Optimization for Family Businesses
- M&A Execution
- Transition Support