Help your specialists add value to your company by describing what you expect of them
Should make sure your entity structure is appropriate for where you are in your business growth.
Should review your contracts and agreements to ensure that such documents protect your company from predation by customers, subcontractors and clients.
Should warn you proactively about changes in the law that could affect you and/or your business.
Should work with you to develop the most useful financial decision models to help you understand your business.
Should meet with you on a regular basis to discuss problems.
Should keep you updated on budget-to-actual results for each project.
Should be informing you about tax law changes that could impact your tax planning.
Should be advising on strategies to minimize your tax burden.
Should be looking at your personal finances and how your business assets fit into your overall personal financial and investment portfolio.
Should consult with you to identify business opportunities that arise periodically.
Should help to establish systems for operating your business more efficiently.
Should be assisting in managing relationships with lenders, clients, subcontractors and vendors.
Should offer insights in your marketing, organizational structure, and people management practices.
Should be alerting you to available properties acquisition opportunities.
Should be alerting you to changes in the valuation structures in your markets.
Should keep you informed regarding the amenities, features, and products home shoppers are asking about.
Should let you know about new coverage programs which would be advantageous for your business.
Should also be checking your risks and coverages periodically to insure that you are adequately, but not overly, protected.
Should be advising you about how your business fits into your estate planning program.
Should help you construct your business financial reports in the best light for presentation to loan committees.
Should assist in establishing and monitoring necessary lines of credit.
Should be in a position of authority within their bank which will carry weight with the various approval committees.
Should keep you informed about lending programs available to assist in your sales efforts.
Should be available to make presentations to prospective home buyers as they move through your sales process.
Should assist home buyers in creating a financial package which will be attractive to the broker’s funding sources.
All these people work for you. They should be earning their fees.