512.270.8230
DWP Investment Management
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Financial Consulting for Business Owners


Successful business owners spend a majority of their time focused on providing products or services to their customers. The day-to-day attention is on running the business, understanding customer needs, delivering a unique product or service, and managing operations. While these are all important and vital to business success, the equally important task of evaluating and tending to the financial health of the business is often left largely unattended. As a result, many businesses defer financial matters to tax season or when a pressing situation demands attention.

In the early stages of building a business, these financial matters often revolve around basic accounting for sales, expenses, bookkeeping, tax matters, and other easily managed tasks. Yet as the business grows, the financial responsibilities become far more complicated with larger, more complex strategic decisions that necessitate a deeper look at the company’s financial health. Making thoughtful business decisions means understanding how those decisions will impact the company’s profitability, growth and value. It’s at this point that strategic financial advice becomes necessary.

DWP offers small businesses professional management services around financial analysis and strategy. We help business owners understand how different future paths may affect their business’ financial health by providing a fresh, independent viewpoint, and rigorous analysis, with a steadfast commitment to create value for our clients. 

Strategic Financial Consulting Services


Our consulting services are tailored to our clients' needs and circumstances. Engagements can be one-time projects, periodic analysis and updates, or long-term, virtual CFO-type relationships. Our most typical financial consulting services include:

State of the Business
  • Financial statement analysis (income statement, balance sheet, and statement of cash flows)
  • Financial budget plans and projections
  • Financial health of the company
  • Improving growth and/or profitability
  • Cash flow analysis

Strategic Alternatives
  • Improving operational efficiencies
  • Expanding the business (locations, services, products)
  • Acquisition
  • Sale
  • Valuation

Financing
  • Raising equity
  • Raising debt
  • Refinancing​

Contact Us


  • E-MAIL: info@dwpim.com
  • PHONE: 512.270.8230

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Investment advisory services offered through DWP Investment Management, a registered investment adviser. 
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