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

 

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The Carrie Potter Group

The Carrie Potter Group, LLC advises and provides all aspects of financial, marketing, and business management services to professional athletes and small businesses. From creating investment opportunities to coordinating charity events, we ensure every base is covered so our clients can focus on their game.   

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.

 

Recommendations

“There are many ways to reach others but all aren't effective. I've had the privilege of seeing The Carrie Potter Group in action for several years and I've experienced a relationship that is not only effective but long lasting.  To put it simply, The Carrie Potter Group wants the best for their clients so if you want the job done right I assure you
... trust Carrie Potter to do it.”
-Carol Freeman, Boys & Girls Clubs of Greater Houston, Johnny Mitchell Branch,  Volunteer Coordinator for past 25 years
“Carrie Potter has provided the most concise, insightful financial analysis for extremely diversified companies, more so than any of the many advisors I have dealt with in 40 years.”
-Larry L. Lilly, Director, Lilly Consulting and
Retired Chairman, John M. Campbell & Co.
“Carrie is perhaps best described according to three important “C”s: she’s conscientious, creative, and caring.  I’ve never met a business manager work harder, think more strategically, or secure more consistent results for her clients than Carrie.  She’s a tireless dynamo who is all about one thing – protecting her clients’ interests.”
-Shawn Raymond, Partner, Susman Godfrey L.L.P.  and Immediate Past Board Chair, The Houston Area Women’s Center