Asset & Liability Management

· Develop Financial Plan to Maximize Assets and Minimize Liabilities & Expenses

· Manage Cash, Bill Payment, Bookkeeping

· Lead & Oversee CPG team of expert partners: CPAs, Legal Counsel, Insurers, Brokers

· Regular Review of Balance Sheet and Cash Flow Report

Investment & Business Management

· Due Diligence and Business Plans

· Risk Management

· Business Models, Finance Systems, Operating Policies & Procedures

· Formulate and Execute Exit Strategies and Partnerships

Marketing & Promotions

· Develop & Implement Marketing, Sponsorship, Public Relations Strategies

· Initiate, Negotiate, and Manage Licensing Partnerships

· Design, Maintain, and Integrate All Digital Platforms

· Create Community Partnerships and Coordinate All Elements of Charity Events

· Secure Personal Appearances and Speaking Engagements

· Write and/or Deliver Polished Speeches, Pitches, Presentations

The Carrie Potter Group

The Carrie Potter Group, LLC advises and provides all aspects of business and financial management services to professional athletes, entertainers, and small businesses.  

Relying on over thirteen years of experience in the sports, entertainment and business arenas, Potter always operates with a “can do” attitude and puts the clients’ best interest ahead of everything else.  The Carrie Potter Group has achieved a high level of success and has earned consistently exceptional feedback on the quality of service and work ethic.