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

 

Subscribe to receive updates and the CPG Chronicles!





Contact Us

The Carrie Potter Group, LLC
1335 W. Gray, Suite 110
Houston, TX  77019

Phone: (713) 982-8500
Fax: (713) 982-8507

Subscribe to receive updates and the CPG Chronicles!





The Carrie Potter Group - Inquiry from the Website.
Your Name (*)

Please let us know your name.
Your Email (*)

Please let us know your email address.
Subject (*)

Please write a subject for your message.
Message (*)

Please let us know your message.
captcha
captcha

Invalid Input