Brett Scully (Midwest Family Office)

10-Apr-14
John R

The deliverable is a Five Year Business plan that is forever being updated to the latest environment of the firm, its people and the current economic environment. Every area of the firm is studied, documented and put into workflows to ensure efficiency of operations. Balance Sheet and Income Statements are forecast out to 5 years with the team and your current CPA. The financials include 5 year capital budgeting based on the Pro-forma Financials.

10-Apr-14
Robert W

That is where Midwest Family Office comes in. I'm Brett Scully, and I work directly with you, your top management, CPA, corporate and Estate attorney and other related consultants in accounting software and systems administrators both in-house and out. I help bridge the gap between growing the firm while also growing assets outside the company with Real Estate Holding Companies, modern Index investing and Debt/Mortgage management for the entire asset portfolio.

10-Apr-14
William B

Brett Scully (Midwest Family Office) in Vero Beach is Building a business and building personal wealth are directly related to each other in the long run. The business owner must know how to balance how much capital to keep in a growing firm while also making prudent decisions on investing outside the company. A business owner must also be an employee, who builds a long term retirement fund for the future.