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Finance • Operations • Strategic Management

Offering customized strategic financial management and financial/operations advisory services for your business operations or family enterprise.   Whether the challenge is high-Ievel or hands-on, I work with you as a trusted member of your advisory team.

Navigating the financial course of your business operation or family enterprise can be overwhelming. 

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You need an experienced and trusted resource/helmsman to help guide you to your destination.

 

Through Salus, I can be that resource. 

How we work and what you can expect

How I work and what you can expect . . .

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  • Experience-based - I know what it’s like to be responsible for an organization and enterprise.  I've been there before, many times.

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  • Start with listening - As a leader, you have a big job to make all of the pieces work together in harmony.  I listen to find your specific challenges, goals, and objectives.  Only then, will I propose and help you find solutions.

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  • Identify your unique challenges - I serve as a resource to help you solve your problems and challenges.  This is collaboratively done by leveraging my expertise and experience, along with your keen knowledge of the situation.  
     

  • Customize the work - It's about results and cost-benefit.  I focus my work on the task at hand.  I tailor the engagement to accommodate your situation.
     

  • Collaborative approach - My client relationships are built upon mutual trust and respect. 
     

  • Different from the “stereotypical consultant” – I don't charge fees to tell you what you already know, declare victory, then ride into the sunset.  Instead, I prefer relationship-based arrangements, sitting on your side of the table, serving as an objective sounding board, and acting as a trusted key partner on your advisory board. 
     

  • Focus on results - I work with closely-held businesses, executive teams, and family enterprises who are challenged, overwhelmed, or undermanned in navigating their entity’s obstacles to simply:

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  • Organize it
     

  • Fix it
     

  • Position it for growth and change

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  • Finding solutions and fixing them.  Take the first step – Deciding to engage an outside professional for help is a huge step; finding the right individual is equally critical.  Take the first step -  contact me and let's explore the possibilities.

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Robin K. Duysen, CPA, CFP®
Principal
What I do. . . 
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Strategic and Planning Services

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  • Business planning - quantitative and qualitative

  • Strategic planning and direction

  • Exit strategies and succession planning

  • Transitions and change management

  • Coaching and financial mentoring

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  • Reporting systems, accounting, budgeting, and analysis

  • Finance and operations

  • Organizational development and staffing

  • Financing and cash flow

  • Infrastructure development

  • Structuring for growth

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Business CFO/COO Consulting Services

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Personal CFO Services

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  • "Personal" CFO to coordinate family finances

  • Assist in family transition

  • Holistic financial planning

  • Coordination of professional resource network

  • Other fiduciary-type needs
    and services

What we do
Contact Me

Are you looking for a trusted financial management resource with expertise who will serve as an asset in your corner?  Contact me today.

Email: 

Phone:

Fax:

925-954-1235

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Start today. . . 
Contact us
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