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CTD Consulting

 Group 

 Plan | Execute | Prosper

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Consulting & Accounting Services that Build Value

CTD Consulting Group was founded on the principle that at various points during the life cycle of a business every entrepreneur could benefit from outside advisors.  Be it at the “Planning” phase as you consider strategic options, the “Execution” phase where you need hands-on assistance or support from a subject matter expert or the “Prosper” phase as you contemplate your options to exit your business .....

We are here to assist as you chase your dream.

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PLAN

Strategic Planning 

& Goal Setting

“A clear vision, backed by definite plans, gives you a tremendous feeling of confidence and personal power.” 
                         ― Brian Tracy

 

While most business owners have a strong sense of what they want and what needs to get done, strategic planning has not been a priority due to more urgent day-to-day concerns of the business.  However, to successfully grow your business requires that your personal, financial & business goals are aligned with your vision. By developing a plan that identifies what you want to accomplish over a specific time horizon and determining what needs to be done to get there, provides the direction you and your team need to drive success. 


Using a "workshop" approach to strategic planning and goal setting, we will assist you in developing actionable, measurable goals and strategic plans that increase profitability and business value.

EXECUTE

Focused Execution & Accountability

“Having a vision for what you want is not enough. Vision without execution is hallucination.”

                   ― Thomas A. Edison

 

You have developed a plan that is aligned with your vision, set realistic goals, determine priorities and where you need to focus, but without execution, a plan will not create action. We specialize in driving execution through action plans and key performance indicators. 

 

Successful execution requires discipline at all levels of the organization.   If you and your team have struggled to execute strategic priorities because of interruptions, lack of time or other pressing demands, you will benefit from our coaching services.

If you’re looking for someone to keep you and your team accountable or for experienced experts to roll up their sleeves and help you implement your strategies, we can assist.

 

 PROSPER

Succession &

Exit Planning

“Wealth is the ability to fully experience life.”

            ―  Henry David Thoreau

 

 

 

As you contemplate the most significant financial event of your life - the transfer of your business, you will likely be confronted with a number of questions:

  • Timing - When do I want to exit from my business?

  • How  - To whom should I transfer/sell my business?

  • Financial - How much do I need to do what I want once I exit?

  • Salability - Is my business sellable?
     

Successful exit planning is accomplished by executing on sound personal and businesses strategies. Utilizing the Value Builder System, a methodology proven to increase the value of your business, we focus on the 8 drivers that impact business value to position you for a successful and lucrative exit, answering all of the questions above.   

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Business Meeting
Shaking Hands
Our Services

Outsourced CFO Services

  • Business Startup & Planning

 

  • Strategic Planning

  • CashFlow & Budget Forecasting

  • Budgeting & Expense Control

Exit Planning

  • Owner Readiness Assessments

  • Value Builder System Engagements

  • Built to Sell Methodology

Executive Coaching

  • Goal Setting & Measurement

 

  • Action Plan Development

 

  • Accountability Coaching

Outsourced Accounting Services

  • QuickBooks Implementation

  • QuickBooks Cleanup 

  • QB Online Data Migration

  • QB Apps Implementation

All Videos

All Videos
The Value Builder Engagement

The Value Builder Engagement

01:43
Play Video
PREScore (TM) Intro

PREScore (TM) Intro

01:04
Play Video
Value Builder Score

Value Builder Score

06:34
Play Video

Contact Us

Discover how we can help you

Chase The Dream!

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Call now to schedule a free consultation

603.321.6542

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What Our Clients Say

Ken C., VP Operations

"Alan is one of those very rare Finance Executives who is not only a knowledge expert in his field but also a fully rounded C-Level team member and contributor with the ability to contribute and lead on a wide range of mission-critical strategic projects. He is a true leader with the passion and experience to drive change and to instil that energy and drive into the team."

Luis B., Controller

 "Very attentive and easy to work with. Very reliable and eager to help and answer any questions. Thanks to his help and expertise I was able to take this business to the next level!"

Eric K., President

"In most businesses, there are a few senior leaders working together to drive growth and success of the company. Alan is one of those general managers with not only a strong acumen in finance but also proven ability to assess and guide all aspects of the business."

David G., President

"Alan talks with us, not at us, offering suggestions that make us feel like he's really looking out for our business as an integral part of 'our team'. We highly encourage any business owner in need of financial consulting, general accounting services, or a Quickbooks advisor to contact Alan Burt."

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