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8757 Georgia Avenue, Suite 440, Silver Spring, MD 20910Email: [email protected] www.bbahq.com Phone: 240.425.7465
Your Vision Is Our Mission
BROADVIEW ADVISORS & COMPANY
Corporate Profile
8757 Georgia Avenue, Suite 440, Silver Spring, MD 20910Email: [email protected] www.bbahq.com Phone: 240.425.7465
Your Vision Is Our Mission
Company Overview Broadview Advisors & Company, INC is a premier full service business and financial advisory firm. Our experienced advisors has provided accounting, tax, financial advisory, strategy and management consulting services to numerous satisfied small and midsized corporations, nonprofit entities and high net worth individuals.
5+ active
practice areas9+ industries
Business sectors40+ years
Team Experience
8757 Georgia Avenue, Suite 440, Silver Spring, MD 20910Email: [email protected] www.bbahq.com Phone: 240.425.7465
Your Vision Is Our Mission
To be the best known, hands-on business advisory & consulting firm for small and medium-sized businesses in the Maryland, DC and Virginia area.
To make available to small and mid-sized businesses, the business advisory solutions and expertise typically only available to large well capitalized companies, enabling them to achieve their long-term financial, economic and operational vision.
Our Vision Our Mission
8757 Georgia Avenue, Suite 440, Silver Spring, MD 20910Email: [email protected] www.bbahq.com Phone: 240.425.7465
Your Vision Is Our Mission
Honesty & Integrity
Professionalism& Transparency
Excellence, Efficiency & Economy
Ethics & Confidentiality
Reliability & Competency
Objectivity & Best practices
Team Work
Core Values
8757 Georgia Avenue, Suite 440, Silver Spring, MD 20910Email: [email protected] www.bbahq.com Phone: 240.425.7465
Your Vision Is Our Mission
Back Office Support Solutions (BOSS)• All-inclusive business accounting package
• Manage entire back office for small and mid-sized businesses
• AP, AR, reconciliation, budget planning, expense reports & reimb
• Tax services
Finance & Accounting• Bookkeeping & Accounting & Preparation financial statements
• Development of financial plan & budgets
• Risk management and outsourced CFO/controllership services
Tax Services• Business tax planning and preparation
• Individual tax planning & preparations
• IRS representations and audit services
Outsourced Services
8757 Georgia Avenue, Suite 440, Silver Spring, MD 20910Email: [email protected] www.bbahq.com Phone: 240.425.7465
Your Vision Is Our Mission
Business Advisory & Management Consulting• Outsourced Chief Strategy Officer/ CEO services
• Business advisory solutions; B-plan , Valuation, Mergers & Acquisition
• Healthcare consulting services
• Accreditation services – CARF, MBE, 8a
• Business licensure services – RSA, Home Health, Mental Health
Growth Strategy Development• Development & Execution of sales, business and marketing plan
• Market entry strategies and development of new businesses
Capital Raising• Development of investor or banking book for capital raising
• Deal structuring and Financial Analysis
• Business line of credit and business loan raising services
Outsourced Services
8757 Georgia Avenue, Suite 440, Silver Spring, MD 20910Email: [email protected] www.bbahq.com Phone: 240.425.7465
Your Vision Is Our Mission
Broadview Business Institute• Financial modeling, valuations, LBO trainings
• Business Analyst training program
• Financial Analyst training program
• Staff Accountant training program
• Understanding Financial Statements
• Hands-on QuickBooks training
• Preparing for Exits: Unlocking value through IPOs, M&A
Capacity Development & Training
8757 Georgia Avenue, Suite 440, Silver Spring, MD 20910Email: [email protected] www.bbahq.com Phone: 240.425.7465
Your Vision Is Our Mission
We take our Outsourced Business Functions and Capacity Development training program and deliver it in house for 8 to 10 business owners. Additional services provided include:
• Access to seasoned business advisors
• Professional working environment with ready to use office space
• Full suite of office services and support
• Finance & Accounting services support
• Marketing and Business Development Support
• Capital Raising Services
• Opportunity to collaborate with other entrepreneurs
• Flexible and affordable rental commitments
Business Incubator
8757 Georgia Avenue, Suite 440, Silver Spring, MD 20910Email: [email protected] www.bbahq.com Phone: 240.425.7465
Your Vision Is Our Mission
Our team can meet your business needs across the following sectors
ICTENERGYINDUSTRIAL
LOGISTICSGOVERNMENTAUTOMOTIVE
CONSUMER GOODSHEALTHCARESERVICES
Industries we cover
8757 Georgia Avenue, Suite 440, Silver Spring, MD 20910Email: [email protected] www.bbahq.com Phone: 240.425.7465
Your Vision Is Our Mission
Ivy-League/top universities trained business executivesBroadview
Advisors
Our unique approach of developing clear understanding of specific business,
financial situation & objectives.
Affordability, flexibility and customized business advisory solutions
Extensive experience & expertise of our advisors in relevant industries
Our philosophy of helping clients make substantial improvements in their
performance and build a great firm
Doing what’s right for our clients. Period! That all that matters!
Why Us: Our Team of Advisors
8757 Georgia Avenue, Suite 440, Silver Spring, MD 20910Email: [email protected] www.bbahq.com Phone: 240.425.7465
Your Vision Is Our Mission
How We Work
Step1: define your needs
Step 2: collaborate and
develop a solution
Step 3: efficiency and
improved performance
8757 Georgia Avenue, Suite 440, Silver Spring, MD 20910Email: [email protected] www.bbahq.com Phone: 240.425.7465
Your Vision Is Our Mission
Thank You!
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