The Biz Doctor, LLC., provides a number of services for businesses and individuals to keep an eye on the pulse of the organizational and financial health to meet your specific needs. Our experience spans a range of services in areas including: manufacturing, retail, restaurants, interior design, construction and consulting engineering and surveying to name a few. We have decades of experience in k
ey services such as: strategy and leadership, organizational and operations planning and financial analysis. Business Services:
Most businesses start up to provide a service or product for which they possess a special knowledge or skill. The business side of things are not typically part of their formal education or experience and this can become quite overwhelming, in conjunction with, the burden of producing the service or product that is the “real” excitement and purpose of the business. The Biz Doctor, LLC., has decades of experience and the educational background to assist with the areas of business that are necessary for maintaining organization and financial health for long term success. Strategy and Leadership Planning
• Strategic planning – strategy development, leadership retreats and follow up “pulse” sessions to ensure commitment and accountability to the vision and mission of the organization.
• Ownership transition and leadership succession planning – long-term planning for the future success of the organization.
• Multi-level leadership training – continuous development of the next level of leadership to tap on new ideas, business models and relationships that maintain the long-term health of the organization. Organizational and Operations Planning
• Assistance with operational strategies that involve modeling to assist with innovation, capability building, service/product delivery effectiveness and strategic change management when appropriate.
• Talent acquisition services – recruiting and retainage programs to ensure acquisition of the best human capital complimented with supportive training to develop and inspire the most valuable resources of the organization.
• Engagement Surveys – solicit and analyze input from valuable human capital to foster continuous improvement in operational and management areas. Financial Analysis
• Financial management training – assisting leadership, management and staff in understanding how effective financial management of projects drive the financial performance of the business.
• Review and analysis of the current financial health of organizations and development of plans and programs that are aligned with the vision and mission of the business. Individual Services:
Many times individuals find themselves in difficult financial positions and struggle to understand how this happened. Often it is a lack of understanding of options available to reduce debt, invest appropriately and/or develop a budget plan that allows for savings for the future. This key service encompasses:
Budget and Financial Analysis
• Analysis of the health of your personal financial position – determine the current financial position and develop plans for long term success including:
o Budget development and training. o Long term financial planning (we team with consultant partners that offer financial planning investment services). o Plan development for long term savings to assist with mortgages, auto loans, college and other personal needs (we team with a CPA firm to assist with tax planning).
