Core Membership

The White Glove 360 Core Membership is designed to provide business owners with a structured review of their financial position, operational framework, and strategic opportunities.

Our Approach

Over the course of eight weeks, our team performs a comprehensive evaluation of your business and develops clear recommendations designed to strengthen performance and guide future decisions. This process combines financial analysis, forecasting, structural review, and strategic discussion to provide clarity on where your business stands today and how it can be positioned for the years ahead.

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Add Ons

  • A comprehensive review and implementation of your business’s security and technology infrastructure, ensuring your systems, data, and operations are protected, scalable, and aligned with long-term growth.

    AV/Endpoint Protection Multifactor Authentication Disaster Recovery Preparedness - Physical and Cyber Threats Remote Management Email Filtering Licensing Employee Cybersecurity Training Physical Security Asset Inventory Firewall Configurations Network Configurations

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Engagement Process

Discovery Meeting

Initial strategic discussion to understand your business, goals, and current challenges.

Financial & Accounting Review

Evaluation of current financial records and accounting structure, including review of financial statements and chart of accounts with recommendations for improvements where needed.

Forecasting & Planning

Development of financial forecasts for the current year and the following year, along with a business planning framework to support future decision making.

Entity & Tax Strategy Review

Evaluation of current entity structure and high-level tax strategy considerations designed to support efficiency and long-term growth.

Exit & Long-Term Planning Discussion

Strategic discussion around long-term positioning of the business, including potential exit considerations and structural planning.

Deliverables

  • Accounting review with recommendations

  • Current year financial forecast

  • Next year financial forecast

  • Business planning framework

  • Entity structure and tax strategy recommendations

  • Exit planning overview and considerations

  • Final strategic summary report

Meetings Included

  • Discovery Strategy Meeting

  • Strategy Presentation Meeting

  • Implementation Meeting with Partner & Operations

Let’s evaluate what your business needs next