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Our Services

Step Up offers a wide range of finance, employee ownership, and business services

Finance Services

Budgeting

We can help you with your budget needs, from developing a budget template all the way to helping you create, or refine, your annual budget process. We can even help you develop a strategic plan that looks out 5, 10 years or beyond.

We have created budget models from scratch for small/medium private companies as well as led the budget process for $1B+ public companies.

Forecasting

Being able to develop an accurate forecast can help you better plan for tomorrow, today. Whether you forecast once a month, quarter or a couple times a year we provide help with developing forecasting models and processes to help you get a handle on your income statement, balance sheet and/or cash flow.

We can even help you develop a forecast model that can be used for stock valuation if you need your company stock valued annually.

Financial Analysis

Not only knowing your financial numbers, but also being able to analyze your financials can provide the basis for sound decision making and better cash flow. Through decision support analytics, we can help you come up with Key Performance Indicators (KPI’s), build dashboards to quickly and easily view your KPIs as well as utilize Business Intelligence (BI) tools to enhance the analysis of your key metrics and business drivers.

Ad-hoc Analysis

There may be things you don’t even know you need analyzed. We can help you review your business and look at opportunities where processes and analytics can provide you with information to help you in your day to day management of your company.

Employee Ownership Services

Financial Analysis

Is your company currently employee owned? We can help you with every step of your employee ownership plan:

Currently employee owned

Is your company currently employee owned? We can help you with every step of your employee ownership plan:
  • Ownership transition analysis
  • Stock Option Plan (Analysis, administration, education, communication, repurchase liability analysis, annual offering prospectus)
  • Employee Stock Purchase Plans
  • Incentive Compensation Plans
  • Stock Bonus Plans

ESOP

If you are currently an ESOP (100% or partial) we can help you with:

  • Trustee (internal and external)
  • Annual stock valuation
  • Repurchase liability analysis
  • Sustainability study analysis

Looking at becoming employee owned

If you are thinking about becoming an employee owned company we can discuss with you the pros and cons of employee ownership and if it is right for you and your employees.

Proud Member of:

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ESOP

If you are currently an ESOP (100% or partial) we can help you with:

  • Trustee (internal and external)
  • Annual stock valuation
  • Repurchase liability analysis
  • Sustainability study

Business Services

M&A

Step Up can help you with your mergers and acquisitions needs. We offer the following M&A services:
  • Due diligence on target company
  • Create a Discounted Cash Flow (DCF) model of the target company
  • Create Pro Forma financials to show what your company financials would look like combined with the target company

COLI

If your company is employee owned or would like to have life insurance coverage for your management team, we can help you analyze what coverage amounts are needed and provide you with insurance brokers that can help you with your Corporate Owned Life Insurance (COLI) needs.

Treasury

Is your current banking relationship meeting all your needs? We can help you discuss this and find out if there are Treasury needs your company has that aren’t being met. We have strong banking relationships and can create analyses to help you decide which bank is the best fit for you and your company.

Board of Directors

We have served on company boards and board committees. Our experience can help you set up board committees and develop processes and procedures to improve company and board interaction. We can even help you assess and create a board compensation plan.

Annual Meeting/Annual Report

If your company is thinking about or currently produces an annual report or holds an annual meeting, we can help you design your report and conduct your annual meeting.

401k

We have experience administering 401k programs, including developing an education and communication plan. We can also help you develop internal controls, better understand your fiduciary responsibilities and help you find an investment consultant to work with to optimize your 401k investments.
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