Preparing you for bottlenecks..
Working with a private banker, insurance professional, and commercial account manager in addition to a financial advisor can be an effective way for manufacturing and supply companies to meet their wealth, debt, and lending needs.
Our team is comprised of industry specialists who have a deep understanding of the unique challenges and opportunities facing businesses in this sector. We work closely with our clients to develop tailored solutions that address their specific needs, whether it's securing financing for expansion, managing debt, or protecting their assets with comprehensive insurance coverage.
While Chanel can provide services that help clients grow and protect their wealth, our insurance professionals can provide customized risk management solutions to safeguard against unforeseen events. Our Commercial Account Managers can help businesses navigate the complex world of commercial lending and provide expert advice on financing options. By working with us, Manufacturing and Supply companies can benefit from our industry expertise and dedicated support, enabling them to achieve their financial objectives and succeed in a competitive marketplace.
How we help:
Cash Flow Management: Managing cash flow is crucial for the success of any manufacturing or supply chain business. We provide guidance on optimizing cash flow, reducing costs, and managing receivables and payables to ensure that the company has enough liquidity to meet its financial obligations.
Risk Management: Manufacturing and supply chain companies face numerous risks, including supply chain disruptions, regulatory changes, and natural disasters. My Insurance partner and I can help identify and manage these risks by developing insurance plans, creating contingency plans, and providing guidance on risk management strategies.
Tax Planning: Manufacturing and supply chain companies may have complex tax obligations, such as sales and use tax, income tax, and property tax. We can help companies manage their tax obligations, identify tax credits and deductions, and develop tax planning strategies to minimize their tax liability.
Investment Strategy: Manufacturing and supply chain companies may have excess cash that they want to invest to generate additional income. We can provide guidance on developing an investment strategy that aligns with the company's financial goals and risk tolerance, whether it's short-term investments or long-term investments.
Through my partners:
Access to Financing: Manufacturing and supply chain companies may require significant capital to expand, purchase new equipment, or develop new products. Financial advisors at banks can help identify financing options, such as loans, lines of credit, or equipment financing, that align with the company's financial goals and risk tolerance
Overall, financial advisors and planners at banks can provide valuable guidance and support to manufacturing and supply chain companies, helping them manage their finances, reduce risk, and make informed decisions that can lead to long-term success.
