WHAT DO WE DO FOR YOU?
We provide small business owners with a way to relieve the stress of running their business while helping them achieve increased revenue and profits, as well as renewing their original vision and energy. Being a small business owner in the U.S. today is one of the toughest and loneliest jobs and we are there to be your silent partner and provide the guidance, discipline and advice to help you succeed. Not even Warren Buffett knows everything about his business, which is why he relies on his trusted advisors.
HOW DO WE HELP YOU?
We help you achieve your goals and/or solve your problems by combining the over fifteen (15) years of CEO/CFO/COO experience in companies ranging in size from $1M to $100M in revenues and 3 employees to 2,500 employees of our Senior Partner with an extensive network of over 4,000 highly seasoned senior level executives from around the world. This network of executives (available to us through our Senior Partner's accreditation with the Institute for Independent Business, http://www.iib.org.ws) has a vast array of experience in every industry or job function imaginable.Therefore, this combination of talents allows JAZ Advisory Services to help any business, in any industry, solve any problem, and achieve all their goals no matter if their issues are local, nationwide or international. Plus, we are able to provide this Fortune 500 level advice and counsel at a price that a small business can afford.
FREE SERVICE!
In order for our Senior Partner, Joe Zalewski, to remain accredited with the Institute for Independent Business ("IIB") and thus have access to the network of over 4,000 senior level associates in the IIB, he needs to meet at least monthly with one business owner or primary Executive decision maker on a Pro Bono (Free Consultation) basis to discuss (in a totally confidential and unbiased way) any issues, concerns, problems or goals regarding their business. This is a great opportunity for you to get some fresh ideas from a seasoned executive on whatever concerns you may have, for example, improving cash flow, generating more sales, or simply freeing up time to do the things you know need doing, but keep getting pushed to the back burner.
Because these FREE meetings are like a "mini" operational audit of your organization they usually take at least two hours to complete. The concept of the meeting is comparable to having an oil change or maintenance review of your business engine. Our job is to review all of your business metrics (Revenue, Profits, Cash Flow, Overhead, Marketing/Advertising, Sales Initiatives, Operational Activity/Roles/Functions, etc.) and give guidance, advice or suggestions for issues that may deter your organization from performing at the rate that you want it to or that its competitors are.
Your company may be running fine and there may not be any help or suggestions that we can provide, but until we meet we won't know. In the meantime, if your company does have underlying issues that may not be apparent and if you don't have this FREE review it may be too late when you do discover the problem(s). A simple question to ask yourself is "what is the harm in having someone new look under the hood of my company's operations", especially when it doesn't cost you anything. I don't think your mechanic will offer you this service or any other professional for that matter!"
If interested in a FREE mini review of all of your operational and financial activities then please contact us at info@jazadvisory.com
Again, please allow at least two hours for this meeting (therefore we usually try to schedule them around 9:00 - 10:00 AM or somewhere early afternoon) and also please adjust your schedule so that there aren't any interruptions. Finally, if we show up at your office for this complimentary review and you are unable to meet with us for any reason and if you want to reschedule, then we can, but at a rate of $175/hour. We value your time and we expect the same courtesy in return.
Our specific services range from executive and business advice and mentoring, personal and business planning, to outsourced accounting services. Specifically we also provide:
* Trusted Advice & Counsel
* Sales/Marketing/Business development
* Business Valuation
* Operational Audits
* Obtaining Financing
* Increased Profitability
* Business Growth & Expansion
* Exit Strategy
* Strategic Planning & Development
* Time Management
* Preparation/implementation of a Business Plan
* Cash Flow Management & Forecasting
* Staff/Management Development or Training
Joe Zalewski, MBA, CMA, Senior Partner, is an Accredited Executive Associate of the Institute for Independent Business (IIB) and part of a world wide network that brings a wealth of expertise and resources from every business imaginable. Joe calls upon the vast resources of other accredited Executives to address any business issue. The Executive Associate plans and coordinates "hands-on" practical assistance with the help of seasoned professionals from every discipline imaginable, which allows small business owners to address any number of needs.
Qualifications:
MBA, CMA (Certified Management Accountant), National Association of Certified Valuation Analysts Member, Institute of Business Appraisers Member, Turnaround Management Association member, have completed the Series 7 and 66 exams; Colorado Variable Annuity/Life & Health exams and Dale Carnegie Leadership Training for Managers. Finally, have approximately 20 years of experience, with the last 15 years in the role of either Chief Financial Officer, Chief Executive Officer or Chief Operating Officer of companies with revenues form $1M to $100M annually.
Core Experience:
Three core experience areas that I am most experienced in are: 1) Exceptional crisis and cash management/budgeting & forecasting skills, specifically as it relates to distressed companies and informal/formal (Chapter 11) turnarounds; 2) Strong change management advocate/leader and 3) Business Appraisal/Valuation and Business Plans.
Industry:
Vast majority of experience has been with small to medium size businesses (startups to approximately $100 Million in revenue), specifically in the high tech, software, manufacturing, consulting, health care and medical billing, telemarketing, mass appraisal, electronic distribution, and electronic component testing industries.
The Business Support Program
The Institute for Independent Business (IIB) is a nonprofit research, training, and accreditation organization established in 1984 to give independent businesses direct access to top business people bringing practical advice and timely ideas to the business. The IIB is the largest organization of its type in the world with more than 4,000 accredited Executive Associates. The Executive Associates are available to assist in the planning, design, and implementation of any project your company may need.
Under the Business Support Program, you get access to a "virtual" board of directors of some of the top professionals available to advise you on any subject or to be called on to undertake any required projects in an "hands-on" capacity.
You know it takes more than just money and time to build your business. You also need to:
Increase sales and profitability
Improve cash flow
Reduce debt
Satisfy customers
Manage your employees
If you also want to spend more time with your family. To make good decisions, you need the right information and independent advice. You need:
Sound financial data
Excellent processes
Efficient systems
A disciplined and structured planning process
A Business Friend
JAZ Advisory Services provides hands-on assistance to small and medium-sized businesses that don't have access to the resources and expertise typically available to CEOs of large corporations.
We help business owners and individuals achieve their vision, goals, and financial dreams.
We take special pride in helping individuals and/or business owners achieve their goals and visions. If we are able to help you succeed then we succeed. Our whole organization truly believes in our mantra of "Our Business is Your Future". In summary, this tag line means that if your future is successful then our business (and hence our future) will be successful.
