services

Last Updated: 2023-08-11

The TPCG Company is pleased to offer a range of comprehensive services tailored to meet the needs of investors and incorporated companies, including LLCs, C-Corps, and S-Corps. Our services are designed to support your financial and business goals, providing expertise and guidance in various areas. The following is a description of the services we offer, along with specific deliverables, timelines, and service-level agreements:

Financial Consulting as a Non-Licensed Securities Professional:
We provide financial consulting services to help investors and incorporated companies make informed decisions regarding their investments, financial strategies, and overall business performance. Our team of experts will analyze your financial data, assess market trends, and provide actionable recommendations to optimize your financial outcomes. Deliverables may include financial reports, cash flow projections, and strategic financial plans. Timelines for financial consulting engagements will be agreed upon based on the complexity of the project.

Tax Planning and Compliance:
We offer tax planning and compliance services to ensure that your tax obligations are met efficiently and in compliance with applicable laws and regulations. Our team will assess your tax situation, identify potential tax savings opportunities, and assist in preparing and filing your tax returns accurately and on time. Specific deliverables include tax strategies, tax compliance reports, and timely submission of tax returns. Tax planning and compliance engagements are typically aligned with relevant tax filing deadlines.

Business Incorporation and Entity Formation:
For investors and companies looking to establish a legal entity such as an LLC, C-Corp, or S-Corp, we provide guidance and support in the incorporation and entity formation process. Our team will assist with preparing and filing the necessary legal documents, such as articles of incorporation, bylaws, and operating agreements. Deliverables include completed incorporation paperwork, documentation of entity formation, and relevant compliance guidelines. Timelines for incorporation services may vary depending on the jurisdiction and specific requirements.

Financial Reporting and Compliance:
We help investors and incorporated companies maintain accurate financial records and fulfill their reporting obligations. Our services include financial statement preparation, bookkeeping, and compliance with accounting standards and regulations. We will work with you to establish reporting schedules and provide timely financial reports, ensuring transparency and compliance with regulatory requirements. Specific deliverables may include balance sheets, income statements, and cash flow statements.

Corporate Governance and Compliance:
We assist incorporated companies in developing and implementing effective corporate governance frameworks, ensuring adherence to applicable laws, regulations, and best practices. Our services include drafting corporate policies, conducting internal audits, and providing guidance on compliance matters. Deliverables may include corporate governance manuals, compliance reports, and recommendations for improving corporate governance practices.

Investment Due Diligence:
For investors, we offer investment due diligence services to evaluate potential investment opportunities and mitigate risks. Our team will conduct thorough research, perform financial analysis, and assess the viability and potential returns of investment prospects. Deliverables may include due diligence reports, investment risk assessments, and recommendations for investment decisions.

Strategic Business Planning:
We provide strategic business planning services to help investors and incorporated companies define their long-term goals, formulate growth strategies, and develop actionable plans. Our team will work closely with you to understand your objectives, analyze market dynamics, and create comprehensive business plans. Specific deliverables may include strategic plans, market research reports, and implementation roadmaps.

Service-level agreements and timelines for each engagement will be discussed and agreed upon during the initial consultation, taking into consideration the complexity and scope of the specific project.

At TPCG Company, we are committed to delivering high-quality services that meet your unique needs and contribute to your success as an investor or incorporated company.

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Executive MBA, Managing Partner, Principal Consultant

Gregory "G" Fernander

ThePortfolioConsultantGroupTM is a TPCG company where we listen and learn first until we understand your personal and professional goals.

With your direct private email request for us to consult or find a Strategy as a Solution-SaaS(TM) and/or Solution as a Service-SaaS(TM), we would leverage our global networks for alternative and additional resources.

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services

Executive MBA, Managing Partner, Principal Consultant

Gregory "G" Fernander

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