The Mann Weitz Advantage

We develop deep relationships with our clients that are built upon our unwavering commitment to understanding and helping to solve their operational challenges. In addition, we support our clients in seizing opportunities to grow and succeed. We accomplish this by leveraging our industry knowledge and business acumen to develop strategically sound business solutions and offer advisory services tailored specifically to each client’s situation. We also coordinate closely with our clients’ other business advisors to ensure we deliver strategically integrated and comprehensive solutions.

Services and Solutions

• Budgeting
• Profit Improvement Planning
• Cash Flow Planning
• Strategic Planning
• Analyzing Operating Ratios
• Benchmarking Financial Information
• Evaluating Financing Alternatives
• Entity Structuring
• Succession Planning
• Coordination with business advisors

Services and Solutions for Associations and Foundations

• Establishing a Foundation
• Creating a For-Profit Subsidiary
• Lobbying Issues
• Non-Dues Revenue Ideas
• Fundraising Ideas
• Planned Giving Programs
• Audit Committee Support
• Cost Allocations
• Balloting Administration
• Board Presentations
• Member Education Presentations