Business Resources

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We are cost reduction experts.

Specifically in the study of credit cards, waste & recycling, workers comp, cost segregation, property tax review, r & d tax credits, retirement benefits, corporate loans, business brokerage, franchise development, healthcare, and venture capital.
Epic Financial Pro/ business resource

Credit Cards

Credit card fees can be costly for businesses.

We help reduce these fees by analyzing statements and negotiating with vendors.

Analyze credit card statements :

  • Negotiate with credit card vendors
  • Reduce credit card fees

Waste & Recycling

Reducing waste and optimizing recycling can have a positive financial impact on a business. We help identify cost-savings opportunities and sustainable methods. 

  • Identify cost-savings opportunities
  • Optimize recycling
  • Implement sustainable methods
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Workers Comp

Reducing workers compensation costs can be challenging.

We provide a comprehensive review of policies and procedures and identify opportunities for savings.

  • Review policies and procedures
  • Identify opportunities for savings
  • Reduce workers compensation costs

Cost Segregation

Cost segregation studies can help businesses recover overpaid taxes.

Our team works to identify additional tax benefits through this process.

  • Conduct cost segregation studies
  • Identify additional tax benefits
  • Recover overpaid taxes

R&D Tax Credits

Research and development (R&D) tax credits can provide significant benefits to businesses.

We help identify credits and efficiencies to maximize returns.

  • Identify R&D tax credits
  • Maximize tax credit returns
  • Improve R&D efficiencies

Property Tax Review

Property taxes can be a considerable expense for businesses.

We review tax assessments and appeal to help reduce costs.

  • Review tax assessments
  • Appeal tax assessments
  • Reduce property tax costs

Retirement Benefits

Incorporating retirement benefits can be valuable for attracting and retaining employees.

We help implement plans that meet compliance requirements and optimize returns.

  • Implement retirement benefit plans
  • Meet compliance requirements
  • Optimize return on investment

Corporate Loans

Accessing financing can be critical for a successful business.

We identify and implement financing opportunities that provide optimal terms and rates.

  • Identify financing opportunities
  • Implement optimal financing deals
  • Provide favorable terms and rates
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Business Brokerage

Selling a business is a complex process that requires expertise and experience.

Our team provides guidance and support throughout the sales process.

  • Guide businesses through sales process 
  • Provide expertise and support
  • Maximize sales value

Franchise Development

Developing a franchise can be a beneficial strategy for expanding a business.

We provide comprehensive support throughout the franchise development process.

  • Support franchise development
  • Provide comprehensive services
  • Ensure successful franchise launch
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Healthcare

Navigating healthcare options can be daunting for businesses and employees.

We provide expert guidance for selecting appropriate plans and negotiating rates.

  • Guide healthcare plan selection
  • Negotiate rates
  • Maximize healthcare cost savings

Venture Capital

Accessing venture capital can provide businesses with the funding needed for growth and expansion.

We identify and secure funding opportunities.

  • Identify venture capital opportunities
  • Secure funding for growth Provide expertise in securing finance
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