Preparing loan requests, projections and placing loan requests with suitable lenders
Preparing loan requests, projections and placing loan requests with suitable lenders
new and existing business consulting, including not-for-profit organizations
Planning and development of business ideas. Market studies and analysis . Identify the client's sales cycle to create strategies that increase sales. Creation and maintenance of inventory in Database. Digital marketing strategies. Optimization and automation of customer service.
I can help you with financial management & analysis, business planning, competitive analysis, financial projections and cash flow management. As a business and corporate finance professional, I have helped many businesses build strategic financial plans, drive growth and meet financial objectives. I would like to share my business experience to help others achieve their goals and grow their business.
I'm Meghan, a dedicated professional with a background in finance and a passion for supporting small business owners. Originally from Ohio, I earned my Bachelor of Arts in Economics from The Ohio State University before embarking on a fulfilling career journey. I began my professional life at a prominent publishing firm, where I honed my skills as a client manager across offices in Dallas and Cleveland. Seeking new challenges and opportunities for growth, I transitioned to UBS in 2013, where I thrived in various roles, ultimately rising to the position of Financial Advisor.
I can help you address financial questions related to your current or start-up business and can help create a business plan:
* What is an income statement or balance sheet and how does a business prepare one?
* How does a company create the financial projections that may be required to secure financing?
* What is a business plan and how does a company produce one?
I can help entrepreneurs with their strategic and operational planning as well as sales strategy development. I have over 30 years experience creating and leading teams in service, technology and franchising businesses. My work experience runs the gamut from large multi-national organizations to companies I've started from scratch.
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