Sentences with phrase «preparation of a business plan»

«We agree that a first stage will be preparation of a business plan, which will largely determine the scale of integrated business.

It can assist you with the preparation of a business plan and to guide you every step of the way with solid business advice.

Not exact matches

For numerous small businesses — with tight budgets and a bevy of rules and regulations — sponsoring a plan is simply too much of a burden, which means that many employees are left out in the proverbial cold when it comes to retirement preparation.

Insurance preparations need to be made in the early stages of crafting your business plan.

It adds layers of obligations, regulations, costs, and pressures to the already challenging daily grind of running a business, not to mention hundreds of hours of planning, meetings with bankers and lawyers, and travel in preparation for the biggest event in the company's history.

By implementing a plan of preparation first and an early strategy second, you can put your business in a prime position this season.

Non-investment related business includes, without limitation, advising in or selling any type of insurance product, advising in or selling any type of mortgage service, estate and tax planning or tax return preparation.

Our services include the preparation of domestic and worldwide documentation designed to comply with local requirements, assistance with the alignment of tax planning objectives and business objectives, and assistance with the assessment and management of tax risk.

In the series of seminars featuring speakers such as successful entrepreneurs, venture capitalists, bankers, lawyers, CPA's, and other experts, the students learn all aspects of business plan preparation.

Maintaining high quality planning, preparation and marking whilst ensuring you fulfil other strategic and supporting roles as well as the day to day business of helping to lead the school can require skill, organisation and a persistent drive.

The Department of Financial Planning and Budget Services is proud to announce the Meritorious Budget Award presented to Milwaukee Public Schools by Association of School Business Officials International (ASBO) for excellence in preparation and issuance of its budget for the Fiscal Year 2016 — 17.

Our many years of experience in the book business taught us that planning and preparation are essential for any successful book publication.

Development or acquisition of an infrastructure asset is often approved only after preparation of a detailed business plan.

Larry guides clients through the complexities of estate planning; the preparation of wills, trusts and related documents; and planning for closely held businesses, including corporate restructurings and recapitalizations, gift planning, income tax planning, and charitable planning.

The firm's areas of practice include: advising the multinational and multi-jurisdictional employer; Industrial Relations Board proceedings; collective agreements and bargaining; compensation and benefits plans; construction labour relations; employee relations; executive employment agreements and compensation; grievance arbitration; human rights and accommodation; injunctive court proceedings and judicial review; interest arbitration; Labour Relations Board proceedings; management training; mediation and alternative dispute resolution; occupational health and safety; outsourcing; pay equity; privacy; responding to union organizing and applications for certification sale or closure; strike or lock - out preparation and business continuity planning; workplace investigations; workplace safety and insurance; wrongful and constructive dismissal litigation.

Represented private equity sponsor in acquisition of health and fitness club business and in preparation of management equity incentive plan.

Acting as subject matter expert on a range of topics (including London / global processes, project planning, scoping, fee estimating and budget preparation, fee and scope management, status reporting, business needs relating to finance systems)

We counsel clients regarding all aspects of business formation and startup planning, including business entity selection and preparation of related agreements as well as review and preparation of general business agreements including purchase and sale agreements, consulting agreements, non - compete / non-disclosure agreements, commercial leases, and financing agreements.

Mr. Hafen's practice includes advice regarding sophisticated tax, estate, asset protection, and business planning strategies, including the preparation of documents such as wills, living trusts, durable powers of attorney, healthcare directives, asset protection trusts, irrevocable life insurance trusts, gift programs, grantor retained annuity trusts, education trusts, family limited partnerships and limited liability companies, generation - skipping transfers, charitable giving, charitable remainder trusts, private foundations, property agreements, and prenuptial and postnuptial agreements.

If you have an existing retail location, such as an income tax preparation business, a financial planning business, or a mail service and notary center, a legal document preparation business is a natural add - on and a source of additional income.You need a legal background because you do not provide legal advice.

In taking enforcement action against Flybe and Honda, the ICO has given a timely reminder that GDPR preparations can not be seen in isolation nor as starting from a blank sheet of paper — you need to take account of your current state of DPA compliance and develop a tailored plan that keeps your business protected from unwanted fines and sanctions.

In pursuance of the same, Exide Life shall be entitled to prepare from such information such documentation, graphs or figures that it may think necessary for its purposes which may include, among others, preparation of feasibility studies, marketing or distribution methods and processes, customer lists, current and anticipated privacy requirements, commission structure, market studies, business plans, financial projections and budgets, projected profits, names and backgrounds of personnel and personnel training techniques and materials

With just a bit of careful preparation and planning when it comes to managing seasonal hiring spikes, you can ensure your business will be armed with a skilled, experienced workforce to help handle any surge in demand, whatever the time of year.

Workforce planning and preparation of all IT resources to be ready to meet the needs of the business

Supported Business Planning in the preparation of budgets, forecasts, cash flow statements and five year plans.

29 years of experience in business management, budget preparation, financial analysis and management, profit and loss responsibility, sales and sales forecasting, strategic planning, Customer service, employee supervision and development, marketing, merchandising, vendor relations, and related administrative duties.

Finance Management • SOX Compliance • Budget Development • Budget Analyzation • Cash Flow Management Bank Reconciliations • 1099 Preparations • Policies / Procedures • Accounting Operations • Accounts Payable Collections • Communications • 401 (k) / Profit Sharing • Team Leadership • Chart of Accounts • Expense Reports General Ledger • Finance Reporting • Customer Relations • Staff Leadership / Training • Business Plan

Southern Regional Health System (Riverdale, GA) 07/2004 — 03/2006 Public Relations Coordinator • Developed and implemented comprehensive public relations strategies for the hospital system, holding responsibility for various media relations tasks including news releases, media inquiries, and interviews • Acted as primary hospital spokesperson for television, print, and radio communications • Maintained internal communications including employee newsletters, physician newsletters, trade publications, internal advertisements, and the Prism magazine which was distributed to Clayton County residents on a quarterly basis • Facilitated effective relations with all internal and external audiences, including area residents and businesses, staff members, volunteers, and both state and county officials • Scheduled, planned, and promoted healthcare outreach and educational activities including fairs, tours, and local events • Solicited the input, review, and approval of various parties in the preparation of marketing plans and related budgets, as well as for the coordination and selection of qualified candidates to speak at community events on various health - related topics • Monitored patient complaints as appropriate, providing valuable feedback and guidance with respect to issue resolution • Exceeded educational requirements for fire safety, general safety, infection control, and hazardous waste management

The Chasm Group, LLC and Chasm Institute, LLC (San Bruno, CA) 1997 — 2008 Business Operations Manager • Managed all daily operational tasks for leading multi-million dollar high - tech market strategy consultancy, while providing executive administration to C - level executives and venture capital partners • Developed and managed the firm's annual budget, proposing and implementing expense cuts, producing monthly reports and financial statements, and coordinating with CPA firm for accurate and timely filings • Oversaw all client relationship management efforts while cultivating new business efforts from concept to implementation, providing high - quality service in sales efforts while utilizing new lead tracking system • Negotiated and managed all contracts, stock grants, and financing arrangements, working closely with outside counsel to draft legal documents and resolve LLC - and proprietary - related issues • Led three office space build - outs and two office relocations, managing all aspects of each process under aggressive timeline and budget expectations • Reduced firm telecom expenses by 22 % by streamlining IT objectives, including migration to VOIP phone system, software / hardware purchases, domain renewals, and outsourced technical support • Directed all phases of staff recruitment while creating and implementing all HR policies and programs, including comprehensive employee benefits plans • Supervised multiple administrative staff members, conducted performance appraisals and wage / salary surveys in comparison to incentive program guidelines, and maintained HR files in accordance with legal mandates • Produced all out - going client invoices in an accurate and timely fashion to increase, cash flow and reduce aging receivables, providing consistent attention to overhead costs and vendor arrangements • Administered all company insurance policies, including E&O, general liability, bonds, partner life and disability, conducting annual benefits reviews and employee / company insurance audits • Obtained necessary certificates for consulting contracts while processing federal, state, and local business reporting requirements to maintain licenses and incorporation status • Directed all marketing efforts and oversaw logistical aspects of national educational workshop series, utilizing sponsorship arrangements to offset production costs • Transformed «brochure» website into a dynamic tool to better illustrate company opportunities through relevant case studies, as well as maintaining all other promotional media, including press kits and video Association of California School Administrators (Burlingame, CA) 1993 — 1997 Issues and Planning Committee Coordinator • Executed all phases of event planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report geBusiness Operations Manager • Managed all daily operational tasks for leading multi-million dollar high - tech market strategy consultancy, while providing executive administration to C - level executives and venture capital partners • Developed and managed the firm's annual budget, proposing and implementing expense cuts, producing monthly reports and financial statements, and coordinating with CPA firm for accurate and timely filings • Oversaw all client relationship management efforts while cultivating new business efforts from concept to implementation, providing high - quality service in sales efforts while utilizing new lead tracking system • Negotiated and managed all contracts, stock grants, and financing arrangements, working closely with outside counsel to draft legal documents and resolve LLC - and proprietary - related issues • Led three office space build - outs and two office relocations, managing all aspects of each process under aggressive timeline and budget expectations • Reduced firm telecom expenses by 22 % by streamlining IT objectives, including migration to VOIP phone system, software / hardware purchases, domain renewals, and outsourced technical support • Directed all phases of staff recruitment while creating and implementing all HR policies and programs, including comprehensive employee benefits plans • Supervised multiple administrative staff members, conducted performance appraisals and wage / salary surveys in comparison to incentive program guidelines, and maintained HR files in accordance with legal mandates • Produced all out - going client invoices in an accurate and timely fashion to increase, cash flow and reduce aging receivables, providing consistent attention to overhead costs and vendor arrangements • Administered all company insurance policies, including E&O, general liability, bonds, partner life and disability, conducting annual benefits reviews and employee / company insurance audits • Obtained necessary certificates for consulting contracts while processing federal, state, and local business reporting requirements to maintain licenses and incorporation status • Directed all marketing efforts and oversaw logistical aspects of national educational workshop series, utilizing sponsorship arrangements to offset production costs • Transformed «brochure» website into a dynamic tool to better illustrate company opportunities through relevant case studies, as well as maintaining all other promotional media, including press kits and video Association of California School Administrators (Burlingame, CA) 1993 — 1997 Issues and Planning Committee Coordinator • Executed all phases of event planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report gebusiness efforts from concept to implementation, providing high - quality service in sales efforts while utilizing new lead tracking system • Negotiated and managed all contracts, stock grants, and financing arrangements, working closely with outside counsel to draft legal documents and resolve LLC - and proprietary - related issues • Led three office space build - outs and two office relocations, managing all aspects of each process under aggressive timeline and budget expectations • Reduced firm telecom expenses by 22 % by streamlining IT objectives, including migration to VOIP phone system, software / hardware purchases, domain renewals, and outsourced technical support • Directed all phases of staff recruitment while creating and implementing all HR policies and programs, including comprehensive employee benefits plans • Supervised multiple administrative staff members, conducted performance appraisals and wage / salary surveys in comparison to incentive program guidelines, and maintained HR files in accordance with legal mandates • Produced all out - going client invoices in an accurate and timely fashion to increase, cash flow and reduce aging receivables, providing consistent attention to overhead costs and vendor arrangements • Administered all company insurance policies, including E&O, general liability, bonds, partner life and disability, conducting annual benefits reviews and employee / company insurance audits • Obtained necessary certificates for consulting contracts while processing federal, state, and local business reporting requirements to maintain licenses and incorporation status • Directed all marketing efforts and oversaw logistical aspects of national educational workshop series, utilizing sponsorship arrangements to offset production costs • Transformed «brochure» website into a dynamic tool to better illustrate company opportunities through relevant case studies, as well as maintaining all other promotional media, including press kits and video Association of California School Administrators (Burlingame, CA) 1993 — 1997 Issues and Planning Committee Coordinator • Executed all phases of event planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report gebusiness reporting requirements to maintain licenses and incorporation status • Directed all marketing efforts and oversaw logistical aspects of national educational workshop series, utilizing sponsorship arrangements to offset production costs • Transformed «brochure» website into a dynamic tool to better illustrate company opportunities through relevant case studies, as well as maintaining all other promotional media, including press kits and video Association of California School Administrators (Burlingame, CA) 1993 — 1997 Issues and Planning Committee Coordinator • Executed all phases of event planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report gePlanning Committee Coordinator • Executed all phases of event planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report geplanning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report geplanning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report geplanning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report generation

Regional IT Manager • Manage HQ infrastructure team and Asia information technology team, leading 11 staff in the servicing of over 800 users and 9 offices with responsibility for global infrastructure architecture and global network and focus groups • Drive global standardization firm - wide within networks, storage, backup, servers, computers and other critical hardware • Utilize cross-regional focus groups to connect functional experts between sites, establishing roadmaps, creating annual project plans and delivering global projects • Define incident management and change management processes, working with application teams for full implementation • Create datacenter in ShenZhen technology center to support ASIC team, software team, firmware team, hardware team and sales and FAE teams • Manage high volume of acquisitions and IT integrations on a global scale, including the CSR integration preparation (2011), the Microtune integration (2010), the Letitwave integration in France (2008) and the Emblaze Semiconductor in Israel (2004) • Supervise and lead numerous technology refresh projects including the global Exchange 2010 upgrade, the global MPLS network upgrade, the network switch upgrade, a global firewall project and internet bandwidth upgrade • Execute critical operations functions and projects including global wireless technology management, network monitoring, the global SSL VPN project, the management of Microsoft licenses and the e-mail gateway • Support critical business continuity tasks, including the development of a low - cost Oracle ERP system DR solution, server virtualization, E-mail DR and Perforce DR • Lead cost - saving and expense management endeavors including the build - up of a Quintum VoIP gateway globally to utilize traditional PBX gateway and the build - up of near - line archive storage with de-duplication technologic

Professional Duties & Responsibilities Directed all daily operations, customer service, personnel, and finances for multiple hotels and resorts Designed and implemented marketing and sales campaigns resulting in increased business Planned and executed successful community events which enhanced brand awareness Responsible for multimillion dollar inventory, facility, and professional food preparation equipment Recruited, trained, and oversaw customer service personnel, kitchen staff, and cleaning crews Set company budgets, maintained profit / loss statements, and ensured overall financial health Cut operational costs through effective inventory management and employee scheduling Negotiated contracts and agreements with suppliers securing quality products at low prices Performed site inspection tours as well as potential client tours Built and maintained highly profitable corporate accounts Ensured compliance with all applicable health and safety regulations Created employee development programs building staff skill sets and value Utilized employee recognition tactics to build morale and company loyalty Crafted an atmosphere of respect, professionalism, and dedication to excellence Developed a loyal client base through excellent customer service and a quality guest experience Built and strengthened relationships with clients, staff, and community leaders Performed administrative duties such as data entry, filing, faxing, and phones as needed

Paralegal — Duties & Responsibilities Provide excellent legal and administrative support in a fast paced, high intensity law firm environment Perform legal research and document preparation such as affidavits, contracts, and correspondence Discover and analyze applicable case law, statutes, codes, and influential secondary sources Develop experience with civil litigation including employment, contract, real estate, and business law Responsible for pretrial preparation such as exhibit organization and documentation Manage client case files in company electronic filing system resulting in accurate and organized records Monitor and update firm law library with up to date primary and secondary sources Participate in civil, criminal, and administrative mock trials Train in all evidentiary, procedural, and substantive aspects of litigation Proficient in public relations theory, strategy, and comprehensive campaign management Develop and implement communications plans through in depth analysis of client challenges Create brand awareness, corporate identity, logos, signage, special events, and strategic partnerships Oversee company budgets, support staff, contracts, and daily operations

Professional Duties & Responsibilities Directed all daily operations, customer service, personnel, and finances for varied restaurants Designed and implemented marketing and sales campaigns resulting in increased business Planned and executed successful community events which enhanced brand awareness Responsible for multimillion dollar inventory, facility, and professional food preparation equipment Recruited, trained, and oversaw assistant managers, hosts, waiters, and kitchen staff Set company budgets, maintained profit / loss statements, and ensured overall financial health Cut operational costs through effective inventory management and employee scheduling Negotiated contracts and agreements with suppliers securing quality products at low prices Ensured compliance with all applicable health and safety regulations Created employee development programs building staff skill sets and value Utilized employee recognition tactics to build morale and company loyalty Crafted an atmosphere of respect, professionalism, and dedication to excellence Developed a loyal client base through excellent customer service and a quality product Ensured staff compliance with corporate food and beverage standards of excellence Built and strengthened relationships with clients, staff, and community leaders Performed administrative duties such as data entry, filing, faxing, and phones as needed

Professional Experience The Newark Museum (Newark, NJ) 07/2004 — 12/2011 Management Analyst / Assistant to the Chief Operating Officer • Managed the daily operations, budgeting, and strategic planning of the Office of the Chief Operating Officer • Interfaced with Museum staff, Board of Trustees, and proprietary and regulatory agencies on behalf of the Museum • Coordinated all Board committees including preparations for meetings, legally required digests and other support activities • Oversaw legal and regulatory compliance including management reports, legal research and local, state and federal filings • Maintained legal and business files / archives and assisted in the production of management reports and analysis • Updated the Administrative Operating Procedures Manual to insure documentation of all institutional policies and procedures • Responded to patron complaints and inquiries ensuring timely and effective customer service • Coordinated special projects and events under the direction of the Chief Operating Officer • Supervised interns and part - time administrative staff setting workflows and providing professional guidance • Researched and submit all annual statistical surveys • Served as member of the Staff Advisory and College Internship Selection Committee

Instead of retiring and selling or closing her college planning and test preparation business, she doubled down, made one of her staff members a partner in the business and began courting corporate clients in Asheville.