Forward View Consulting is a business built upon a financial research foundation. You might say that finance is in our company’s DNA. Thus, Forward View offers a range of financial consulting services to two distinct markets: financial advisers/fund managers and small business owners. Our research and analytical expertise will help you focus on your core business competencies without hiring a full-time investment researcher or financial analyst. For advisers: Financial advisers can spend hours each week researching various equities, bonds and funds (among other topics). This is undoubtedly necessary and important work, but it doesn’t directly lead to revenue. By outsourcing some (or all) of your research duties to Forward View, you can increase “face time” with existing clients or have the freedom to seek new business. Even young clients want to talk to their adviser regularly. A 2014 BNY Mellon1 study noted, “[W]hen it comes to engaging with millennials, personal contacts are more trusted than communication through social media, which to the extreme may even be counter-productive.” For small business owners: Today’s entrepreneurs deserve access to professional financial guidance, and Forward View is here to provide the expertise you need to succeed. Author Michael Arnes (as cited by the SBA2, n.d.) lists three common causes of small business failure stemming from financial difficulties: a lack of capital, an over-investment in fixed assets and lackluster credit management. Whether you need assistance creating Excel spreadsheets, forecasting cash flows or evaluating financing and investment options, we can help. Let Forward View ensure your small business has a stable foundation and the financial flexibility to capitalize on business opportunities. *Forward View Consulting is not a licensed investment or tax adviser. 1BNY Mellon. (2014). The Generation Game. New York: The Bank of New York Me