At Origins Group, our team of professionals bring cutting edge solutions that are tried and true to your business.

We leverage our expertise to focus upon your organization’s operations from start to end tackling all business areas from finance to sales and even marketing.

Business & Management Consulting

At Origins Group, our team of professionals brings cutting-edge solutions that are tried and true to your business. We leverage our expertise to focus on your organization’s operations from start to end tackling all business areas from finance to sales and even marketing. Our experienced management consulting and corporate finance professionals hold certifications including Certified Public Accountant (CPA), Certified in Financial Forensics (CFF), Certified Management Accountant (CMA), and Certified Fraud Examiner (CFE).

We gauge our worth by the personal and business successes of our clients. We can help your business identify areas that are negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

Our experts work to gain a deep understanding of your business or issue. After obtaining a complete understanding of the risk environment and your current strategy, we will work to design and implement solutions for both immediate positive change and your company’s long-term success.

Even the most qualified managers can benefit from competent, objective feedback. We can help your company’s management team to develop long-term objectives and specific strategies to facilitate your business’ future growth and success.

We offer a wide range of consulting services including but not limited to:

Strategic Planning	Risk Management	Business Process Re-Engineering
Performance Management	Operational Planning	Change Management
SWOT Analysis	Cost Management	Internal Control Design and Testing
Organizational Performance	Innovation consulting	Post Merger Integration
Value Creation Strategy	Supply Chain Management	Lean Manufacturing
Business Process Outsourcing	Sourcing and Procurement	People Management
Sustainability	Continuous Improvement	Forecasting
Dashboards (including Balanced Scorecards)	Tactical Planning and Operational Planning	Production Management
Value Chain Analysis	Process Value Analysis	Cost Accumulation Systems
Critical Success Factor (CSF) Identification and Analysis	Demand Forecasting	Industry Analysis

Strategic Planning

A Strategic Business Plan is much more than a tool to obtain financing. If you still have all your plans and ideas locked up inside your head, preparing a strategic plan can help you clarify your company’s direction. It can ensure that your key leaders are all on the same page and keeps both management and staff focused on the tasks at hand.

A Strategic Plan is often needed when…

Starting a new venture, product or service
Expanding a current organization, product or service
Buying a new business, product or service
Turning around a declining business

The Strategic Plan provides a blueprint, describing your company, its products, the competitive environment, management team, financial health, and business risks.

The plan allows you to…

Identify and describe the target customer profile, features, advantages, and benefits of your new venture, product or service.
Justify that your plans are credible by thoroughly researching the need being filled with your new venture.
Develop marketing plans including full descriptions of targeted promotional campaigns with implementation timelines. You also get to examine market conditions, the nature of your customers, as well as your competitors, sales potential, and projected results of your promotional campaigns.
Create staffing plans including identifying the key players, skills, attitudes, and expertise needed to build the venture.
Develop management plans including full descriptions of management systems and timelines for implementation.
Build financial plans including projected startup costs, operating costs, revenue, profits, and break-even analysis for the first 3 to 5 years. Projected financial plans allow you to effectively predict upcoming problems, or prevent them. In other words, the perspective gained through your Strategic Business Plan can make a significant contribution to your company’s success, and help you get the funding you require. In fact, most lending institutions and private investors will not even talk to you without a solid financial plan.
Identify building and equipment needs including vendors and cost estimates.
Formulate company milestones including timelines for upcoming products and services in development.

Remember: When you fail to plan, you plan to fail.

Let us help you develop a powerful Strategic Business Plan that drives your business to the level of success you deserve.

Mergers & Acquisitions

Finding the right business partner for your company can be a difficult task. We can assist you in the merger or acquisition process by assessing such critical elements as tax considerations; product/service compatibility; competitive tactics and position; financial impact; and cash flow considerations.

Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has the experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.

Business Transition Planning
Due Diligence
Target Identification
Management Buyouts (MBO)
Leveraged Buyouts (LBO)
Financial Modeling

Succession Planning

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company’s day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

If you own a family business, retirement is not merely a matter of deciding not to go into the office anymore. You’ve got some critical questions to answer like…

“What happens to the business when you’re no longer running it?” and

“Will you have enough money to retire?”

The family dynamic complicates the whole transition because of the relationships and emotions involved. Most people are not comfortable discussing topics such as aging, death, and financial affairs.

Comfortable or not, succession planning should be a priority for any family business considering that more than seven out of ten family-owned businesses fail to survive the transition from founder to second generation, typically falling prey either to estate taxes or family discord – or both.

Developing and implementing a well-designed succession plan is essential to the survival of a family business from one generation to the next.

We help you with these critical issues –

Keeping it in the family. Are you going to pass the business on to your family or sell it to a third party? We help you weigh the advantages and disadvantages of each of these options.
Who’s going to run the business when you’re gone? Management and ownership are not one and the same. You may decide to transfer control of your business to just one of your children but transfer equal shares of business ownership to all your children, whether they’re actively involved in the business or not.
Minimizing the tax bite. The tax burden when transitioning a family business can be significant. The challenge is that a family business is not generally a liquid asset, but taxes are typically due when ownership is transferred.
Making it fair. Transferring family ownership often adds a tremendous amount of stress to individual family members. We talk with each of the family members to ensure that they feel they a getting an equitable and fair share of the pie.

What we do for you…

Once we understand how you feel about the key issues above, we begin constructing your succession plan focusing on these five issues…

Business Valuation
Business Restructuring
Tax Consequences
Retirement Projections
Tax Projections

Bank Financing

Need money to grow your business?

Requesting a business loan without adequate preparation sends a clear message to the lender: High Risk! Therefore, it pays to be prepared and organized in your approach for financing.

Put your best foot forward by allowing us to prepare a winning loan proposal for you. Our proposals have a high likelihood of success because they are created from the lender’s perspective.

You get the money you need because we know exactly what banks want to see. Even more importantly, we know how to prove to them that you’ll be able to pay them back.

Our winning loan proposals come complete with…

Executive Summary: Where we concisely state the purpose of the loan, the exact amount of money required, an explanation of what the loan will be used for and why it’s needed.
Pro-forma Cash Budgets and Financial Statements: We use your data and underlying assumptions to prepare information that your banker can quickly read and buy in to.
Owners Personal Financial Statements: We make copies of the last three years of personal tax returns for the bank as well as identify the collateral being pledged as security for the loan.
Representation: We help substantiate your financial needs/position to your banker in person.

New Business Formation & Entity Selection

Thinking of owning your own business?

Opening your own business is exciting and thrilling. It’s everything that comes after the excitement and thrill have worn off that dictates whether a small business will make it or not. It’s up to you to maintain and stretch out the “thrill and excitement” period forever.

A methodical plan of action is needed to fulfill your dream or goal of being your own boss and running a successful business. Success lies in the approach you choose to take. We help you avoid the common pitfalls that many new small business owners make when starting their new venture.

We help you…

Prepare an initial business plan to clarify your marketing, management, and financial plans.
Determine your start-up capital needs.
Identify sources of start-up capital and backup sources if needed.
Evaluate and quantify your borrowing power so you know how much money you can get your hands on if needed.
Select a business structure that best fits your needs by evaluating tax advantages, legal exposure, ease of operation and portability should you need to relocate.
Select the right accounting software by evaluating your budget, needs, and hardware.
Prepare a Cash Flow Budget, so you know exactly how much money you need to keep the business alive each month for the first few years. Unplanned cash requirements are always emotionally painful.
Establish billing and collection procedures to maximize your cash flow.
Establish procedures to monitor and control costs.
Setup a home office so you can maximize your tax deductions.
Prepare and file all required state and local licenses and permits.
Prepare and file your application for your Federal Employer Identification Number.
Provide payroll and payroll tax filing when you bring on your first employee.
Comply with employment laws, so you don’t get hit with fines and unhappy employees.
Identify your business insurance needs.
Develop a solid Partnership Agreement. This is an essential document for all new partnerships and will help prevent a tremendous amount of financial and emotional problems down the road.

Entity Selection

Choosing the form of entity of your business (e.g., “S” corporation, sole proprietor, limited liability company…) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.

Ready for a next-generation accounting firm?

Join thousands of other satisfied clients and experience the difference for yourself.

Contact Origins Group today to get started building your future.

At Origins Group, our team of professionals bring cutting edge solutions that are tried and true to your business.

We leverage our expertise to focus upon your organization’s operations from start to end tackling all business areas from finance to sales and even marketing.

Business & Management Consulting

Strategic Planning

The plan allows you to…

Remember: When you fail to plan, you plan to fail.

Mergers & Acquisitions

Succession Planning

“What happens to the business when you’re no longer running it?” and

“Will you have enough money to retire?”

What we do for you…

Bank Financing

Our winning loan proposals come complete with…

New Business Formation & Entity Selection

We help you…

Entity Selection

Ready for a next-generation accounting firm?

Join thousands of other satisfied clients and experience the difference for yourself.

About Us

Contact Details

At Origins Group, our team of professionals bring cutting edge solutions that are tried and true to your business. We leverage our expertise to focus upon your organization’s operations from start to end tackling all business areas from finance to sales and even marketing.

Business & Management Consulting

Strategic Planning

The plan allows you to…

Remember: When you fail to plan, you plan to fail.

Ready for a next-generation accounting firm? Join thousands of other satisfied clients and experience the difference for yourself.

About Us

Contact Details

At Origins Group, our team of professionals bring cutting edge solutions that are tried and true to your business.

We leverage our expertise to focus upon your organization’s operations from start to end tackling all business areas from finance to sales and even marketing.

Ready for a next-generation accounting firm?

Join thousands of other satisfied clients and experience the difference for yourself.