Daniel, Russell & Charles Co. - Business Planning & Services

Support Documents

Business Planning/Consulting

Daniel, Russell & Charles Co. (DRC) value its partnership with its business clients. DRC differentiates itself from other consulting firms by striving to provide the highest quality of service. What specifically sets DRC apart from competitors is the team of qualified associate members with careers in healthcare, financial services, and government. DRC's staff and associate members have over eighty years of combined experience in all aspects of business operations, business finance, and employee benefit planning. From business planning to financial objectives, of current issues to complex executive business strategy, DRC's executive staff keep their clients informed and offer sound advice by providing solutions to meet today's business challenges.

Services

Daniel, Russell & Charles Co. provide the following business consulting services:

Business Training Services (Core curriculum program):

Finance Process
Budget Process
Investment Process
Accounting Process
Market Process
Business Process
Operating Process
Control Process
Sales Process
Cash Process
Management Process
Marketing Process

Business Operations Services:

Budgetary Forecasting
Business Financial Analysis
Management Advisory
Mergers and Acquisitions
Corporate Strategic Planning
Performance Measurement
Procedures and Controls
Marketing Plans
Business Planning
Investment Planning
Mediation & Negotiation

Bank/Finance Related Services:

Determining Appropriate Finance
Determining Appropriate Financing Source
Loan Structuring

All data is supplied and supported by Daniel, Russell & Charles Co. and made available to our clients to enhance their long term business goals.

Daniel, Russell & Charles Co. believe a small business can be difficult, if not impossible to operate, when conditions in the business or the marketplace are not handled properly by its owner and/or management. If the owners, the entrepreneurs, or management do not establish key rules, procedures that initiates a process to operate and control the day-to-day activities of the business; DRC can provide the following as a basis for operating the business in a manner in which you have envisioned and planned.

Establish a basic operating philosophy. It is essential for business owners, and entrepreneurs to conduct his/her day-to-day business affairs, from an internal as well as an external perspective; with personnel, customers, vendors, bankers, investors, etc.
Spell out the mission of the company. A mission statement that reveals the objective and general goals in relation to the production and delivery of its products or provides services to its customers.
Know and religiously practice the objectives of the company. A purpose that an owner or entrepreneur has established as an external event, quite independent of that which might be considered emotional or imaginative in nature.
Frame the policies and procedures around the company's mission. A beneficial structure involves an owner or entrepreneur that is established as being the best possible means to manage and to operate the business.
An overview of the owner or entrepreneur to fully integrate its basic operating philosophy, mission, and objective into workable policies and procedures is necessary, to be legitimately followed by members of a company on a consistent basis.