BROADVIEW ADVISORS & COMPANY
Corporate Profile
8757 Georgia Avenue, Suite 440, Silver Spring, MD 20910
Email: info@bbahq.com www.bbahq.com Phone: 240.425.7465
Your Vision Is Our Mission
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 areas
9+ industries
Business sectors
8757 Georgia Avenue, Suite 440, Silver Spring, MD 20910
Email: info@bbahq.com www.bbahq.com Phone: 240.425.7465
40+ years
Team Experience
Your Vision Is Our Mission
Our Vision
To be the best known, hands-on
business advisory & consulting
firm for small and medium-sized
businesses in the Maryland, DC
and Virginia area.
8757 Georgia Avenue, Suite 440, Silver Spring, MD 20910
Email: info@bbahq.com www.bbahq.com Phone: 240.425.7465
Our Mission
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.
Your Vision Is Our Mission
Core Values
Honesty
& Integrity
Professionalism
& Transparency
Team Work
Ethics &
Confidentiality
Reliability &
Competency
Excellence, Efficiency
& Economy
Objectivity &
Best practices
8757 Georgia Avenue, Suite 440, Silver Spring, MD 20910
Email: info@bbahq.com www.bbahq.com Phone: 240.425.7465
Your Vision Is Our Mission
Outsourced Services
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
8757 Georgia Avenue, Suite 440, Silver Spring, MD 20910
Email: info@bbahq.com www.bbahq.com Phone: 240.425.7465
Your Vision Is Our Mission
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
8757 Georgia Avenue, Suite 440, Silver Spring, MD 20910
Email: info@bbahq.com www.bbahq.com Phone: 240.425.7465
Your Vision Is Our Mission
Capacity Development & Training
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
8757 Georgia Avenue, Suite 440, Silver Spring, MD 20910
Email: info@bbahq.com www.bbahq.com Phone: 240.425.7465
Your Vision Is Our Mission
Business Incubator
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
8757 Georgia Avenue, Suite 440, Silver Spring, MD 20910
Email: info@bbahq.com www.bbahq.com Phone: 240.425.7465
Your Vision Is Our Mission
Industries we cover
Our team can meet your business needs across the following sectors
INDUSTRIAL
ENERGY
ICT
AUTOMOTIVE
GOVERNMENT
LOGISTICS
SERVICES
HEALTHCARE
CONSUMER GOODS
8757 Georgia Avenue, Suite 440, Silver Spring, MD 20910
Email: info@bbahq.com www.bbahq.com Phone: 240.425.7465
Your Vision Is Our Mission
Why Us: Our Team of Advisors
Doing what’s right for our clients. Period!
That all that matters!
Our unique approach of developing clear
understanding of specific business,
financial situation & objectives.
Extensive experience & expertise of
our advisors in relevant industries
Ivy-League/top universities trained
business executives
Broadview
Advisors
Our philosophy of helping clients make
substantial improvements in their
performance and build a great firm
8757 Georgia Avenue, Suite 440, Silver Spring, MD 20910
Email: info@bbahq.com www.bbahq.com Phone: 240.425.7465
Affordability, flexibility and customized
business advisory solutions
Your Vision Is Our Mission
How We Work
Step1:
define your needs
Step 2:
collaborate and
develop a solution
8757 Georgia Avenue, Suite 440, Silver Spring, MD 20910
Email: info@bbahq.com www.bbahq.com Phone: 240.425.7465
Step 3:
efficiency and
improved performance
Your Vision Is Our Mission
Thank You!
View our videos on YouTube Channel
Connect with us Face Book
8757 Georgia Avenue, Suite 440, Silver Spring, MD 20910
Email: info@bbahq.com www.bbahq.com Phone: 240.425.7465
Your Vision Is Our Mission