Strategic Advisory
Access to Expertise and Successful Outcomes
A consulting partnership is a collaborative relationship. We are an objective sounding board, confidential coach and creative problem solver that will support you in realizing your goals. As your partner we will be as enthusiastic about your business as you are. We will work with you to make the best decisions by combining your knowledge of your business with our experience and expertise.
We are skilled in introducing business strategies that are designed to take the business owner to the next level.
The typical entrepreneur has built their business around their individual skill set. When the business is small, the owner can manage by observation. However, as the business grows, the business owner must transform himself from a “mom and pop” business to a professionally run company.
We provide the services needed to develop and implement the methods, systems, and controls which allow a business owner to manage by information. We focus the business owner on what we call “the business of the business” which gives the business owner the information and the controls needed to manage the business efficiently, effectively, and profitably. Providing the business owner, with the ability to achieve their dreams and secure their financial future.
Best Investment Plans
A Short-Term Investment in a Business Consultant Will Deliver Long Term & Sustainable Gains
We Deliver Results, Not Reports.
A Partner with Proven Record
Our Core Values
We’re all in this together.
Trust
Achievement
Integrity
Excellence
Results
Team Work
We’re Financial Experts
Florida CFO Group
Florida CFO Group announces Carl Falletta as the firm’s newest partner. Falletta joins the group with over 25 years of financial leadership experience ranging from Fortune 100 to start-up companies, with a focus on business turnarounds.
According to Florida CFO Group Co-Founder Betsy Bennett, “Carl’s financial know-how and turnaround experience are critical for companies as they regain their footing post-pandemic. He is an exciting addition to our team of financial and operations experts. His accomplishments as an entrepreneur, chief operations officer, chief financial officer, chief executive, and consultant make him a valuable asset to our business community.”
We Are Always Focused On
The Success Of Our Clients
Business Fundamentals
These are the inter-party agreements, entity structure, understandings and company documents on which everything else rests including mission statements, by-laws and operating agreements, employee contracts, benefits packages, understanding UCC’s on business assets, notes and guarantors are just a few areas of attention. If each of these areas are not in sync the business is ultimately sub-optimized.
Running by the Numbers
Virtually all businesses engage in some form of budgeting as a non-negotiable part of running an organization. But how many prepare a cash flow forecast? A cash flow forecast combined with solid financial reports will very quickly become your roadmap to effective management and profitability.
Strategic Planning
You Need an Innovation Strategy. It is the only way to make sound trade-off decisions and choose the right practices. Because innovation cuts across functions, only senior leaders can set an innovation strategy. In doing so, they must recognize that the strategy, like the process of innovation itself, requires continual experimentation and adaptation. From there it flows easily into the flesh and bones of the plan, all of the concrete, specific, and measurable details about who does what, when, and how much it costs, and how much it brings in as revenue.
Sales & Marketing
Your marketing plan should be perceived as a map that will help you accomplish your business goals. Business innovators need to work hard to get an understanding about what exactly value means to their customers so they can generate and provide it! We see far too many business owners limiting their potential because they are selling ‘from their gut’ rather than leveraging sales tools available to them.
