8757 Georgia Avenue, Suite 440, Silver Spring, MD 20910 Email: [email protected] Phone: 240.425.7465 ...

8757 Georgia Avenue, Suite 440, Silver Spring, MD 20910Email: [email protected] www.bbahq.com Phone: 240.425.7465

Your Vision Is Our Mission

BROADVIEW ADVISORS & COMPANY

Corporate Profile

http://www.bbahq.com/



Company Overview Broadview Advisors & Company, INC is a premier full service business and financial advisory firm. Our experienced advisors has provided accounting, tax, financial advisory, strategy and management consulting services to numerous satisfied small and midsized corporations, nonprofit entities and high net worth individuals.

5+ active

practice areas9+ industries

Business sectors40+ years

Team Experience




To be the best known, hands-on business advisory & consulting firm for small and medium-sized businesses in the Maryland, DC and Virginia area.

To make available to small and mid-sized businesses, the business advisory solutions and expertise typically only available to large well capitalized companies, enabling them to achieve their long-term financial, economic and operational vision.

Our Vision Our Mission




Honesty & Integrity

Professionalism& Transparency

Excellence, Efficiency & Economy

Ethics & Confidentiality

Reliability & Competency

Objectivity & Best practices

Team Work

Core Values




Back Office Support Solutions (BOSS)• All-inclusive business accounting package

• Manage entire back office for small and mid-sized businesses

• AP, AR, reconciliation, budget planning, expense reports & reimb

• Tax services

Finance & Accounting• Bookkeeping & Accounting & Preparation financial statements

• Development of financial plan & budgets

• Risk management and outsourced CFO/controllership services

Tax Services• Business tax planning and preparation

• Individual tax planning & preparations

• IRS representations and audit services

Outsourced Services




Business Advisory & Management Consulting• Outsourced Chief Strategy Officer/ CEO services

• Business advisory solutions; B-plan , Valuation, Mergers & Acquisition

• Healthcare consulting services

• Accreditation services – CARF, MBE, 8a

• Business licensure services – RSA, Home Health, Mental Health

Growth Strategy Development• Development & Execution of sales, business and marketing plan

• Market entry strategies and development of new businesses

Capital Raising• Development of investor or banking book for capital raising

• Deal structuring and Financial Analysis

• Business line of credit and business loan raising services

Outsourced Services




Broadview Business Institute• Financial modeling, valuations, LBO trainings

• Business Analyst training program

• Financial Analyst training program

• Staff Accountant training program

• Understanding Financial Statements

• Hands-on QuickBooks training

• Preparing for Exits: Unlocking value through IPOs, M&A

Capacity Development & Training




We take our Outsourced Business Functions and Capacity Development training program and deliver it in house for 8 to 10 business owners. Additional services provided include:

• Access to seasoned business advisors

• Professional working environment with ready to use office space

• Full suite of office services and support

• Finance & Accounting services support

• Marketing and Business Development Support

• Capital Raising Services

• Opportunity to collaborate with other entrepreneurs

• Flexible and affordable rental commitments

Business Incubator




Our team can meet your business needs across the following sectors

ICTENERGYINDUSTRIAL

LOGISTICSGOVERNMENTAUTOMOTIVE

CONSUMER GOODSHEALTHCARESERVICES

Industries we cover




Ivy-League/top universities trained business executivesBroadview

Advisors

Our unique approach of developing clear understanding of specific business,

financial situation & objectives.

Affordability, flexibility and customized business advisory solutions

Extensive experience & expertise of our advisors in relevant industries

Our philosophy of helping clients make substantial improvements in their

performance and build a great firm

Doing what’s right for our clients. Period! That all that matters!

Why Us: Our Team of Advisors




How We Work

Step1: define your needs

Step 2: collaborate and

develop a solution

Step 3: efficiency and

improved performance




Thank You!

View our videos on YouTube Channel Connect with us Face Book


https://www.youtube.com/watch?v=EaSOAyEkmtI&feature=youtu.be

https://www.youtube.com/watch?v=EaSOAyEkmtI&feature=youtu.be

https://www.facebook.com/pages/Broadview-Business-Advisors-Inc/212496378881136

https://www.facebook.com/pages/Broadview-Business-Advisors-Inc/212496378881136

8757 Georgia Avenue, Suite 440, Silver Spring, MD 20910 Email: [email protected] Phone: 240.425.7465 ...

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