business
Insuring Your Future From Today

From banking and insurance to wealth management and securities distribution, we dedicated financial services the teams serve all major sectors.

Insuring Your Future From Today

From banking and insurance to wealth management and securities distribution, we dedicated financial services the teams serve all major sectors.

Giving Future To Your Investment

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We creating solutions for your organization

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Feature Services

Analytics Solutions

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INSURANCE CONSULTING

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FINANCIAL PLANNING

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BUSINESS CONSULTANT

Since selling a $60,000 Log Home package in 1998 with nothing more than a phone and computer, I’ve telecommuted independently and with various companies as a CEO’s right hand.  Through my business consulting and streamlined processes, I spearheaded the revamp of a failing virtual call center . Myself along with a team of 3 others managed it’s growth from 120 employees and $27,000 weekly profit to 1800 virtual contractors and $3 million in weekly profit within one year. I also co-wrote the business plan that netted a 3 million dollar line of credit for the same call center. As well as participated on 3 government committees that garnished the first grant monies to implement changes in the welfare system. I’ve had my fingers in some of everything over the years, you name it and I’ve probably sold it, consulted on it or helped develop it in some capacity  or another. Enough of tooting my own horn……

“Our bottom line is increasing your bottom line while creating Win-Win situations that Win every time! So Business Owners, Call Centers, CDL drivers/Owner Operators and Companies; large and small…come on over to the Winning Team! We really do look forward to working with you soon!”

I am Beverly Richardson, CEO for an independently owned Business Management Consulting Company called Crystal River Agency, Inc.

Beverly Richardson

CEO, Crystal River Agency, Inc

All Avantage Services

faq

Asked Any Question

Of course not. Nobody can make that guarantee (and if somebody ever makes that guarantee, it’s a good idea to run away quickly). A good plan is essential, but a plan alone will not get funded. Although we will do our best to help you prepare, we have no control over how well you present yourselves to investors, or how well you answer their questions. We can coach and we can mentor, but at the end of the day, it’s your business and you must close the deal.

We can sometimes make informal introductions to potential investors or other intermediaries. In general, only brokers licensed with the Financial Industry Regulatory Authority (FINRA) can legally arrange financing (see Beware of Finders in our Blog). Please seek legal counsel and make sure that any “finder” you talk to is properly licensed with FINRA before you hire them. Failing to do so may expose you and your company to significant liability.

No, we are management consultants, not investors.

If you run a business, then it’s probably safe to say yes. In fact, you may require more than one business plan: one for raising capital and one for running your business. The former is a compact, easily digested strategic document that is designed to persuade potential investors to pick up the phone and invite you to their offices for an initial meeting. The latter is a more detailed document serving as a day-to-day roadmap, detailing the tactics supporting your overall strategy. The former needs to be an attractive document that sells; the latter can be a collection of spreadsheets, lists, research summaries, and other documents stuffed in a binder that you refer to and update on a regular basis. We specialize in preparing the capital-raising business plan, but many of the by-products are suitable for use in the operating business plan.

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