Daniel, Russell, & Charles Co.

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Business Planning

ESOP Planning

Self-funded

Employee Benefits

Employee Wellness

Business Planning/Consulting

Extraordinary, that is the word that describes Daniel, Russell, & Charles Co. perfectly; we are the best, period. Our reputation stems from our extraordinary service, and our ability to focus on the cultivation of premium business relationships. We believe in  optimum satisfaction, there is no such thing as an unfixable problem. Our belief is, it just takes extra-ordinary thinking, a willingness to work and a view outside of the box. What specifically sets DRC apart from our competitors is our team of qualified members with careers in healthcare, financial services, and government. With almost a hundred years of  combined experience our team at DRC is more than capable of serving you, whether its business planning, employee benefits, finance, or strategy. We meet challenges and goals with one clear mindset, the focus of having both a solutions and a success.

 

Daniel, Russell & Charles Co. (DRC) value its partnership with its business clients. DRC differentiates itself from other consulting firms by striving to provide the highest quality of service. What specifically sets DRC apart from competitors is the team of qualified associate members with careers in healthcare, financial services, and government. DRC's staff and associate members have over eighty years of combined experience in all aspects of business operations, business finance, and employee benefit planning. From business planning to financial objectives, of current issues to complex executive business strategy, DRC's executive staff keep their clients informed and offer sound advice by providing solutions to meet today's business challenges.

 

Services

Business Training Services (Core curriculum program):

  • Finance Process

  • Budget Process

  • Investment Process

  • Accounting Process

  • Market Process

  • Business Process

  • Operating Process

  • Control Process

  • Sales Process

  • Cash Process

  • Management Process

  • Marketing Process

Business Operations Services:

  • Budgetary Forecasting

  • Business Financial Analysis

  • Management Advisory

  • Mergers and Acquisitions

  • Corporate Strategic Planning

  • Performance Measurement

  • Procedures and Controls

  • Marketing Plans

  • Business Planning

  • Investment Planning

  • Mediation & Negotiation

Bank/Finance Related Services:

  • Determining Appropriate Finance

  • Determining Appropriate Financing Source

  • Loan Structuring

All data is supplied and supported by Daniel, Russell & Charles Co. and made available to our clients to enhance their long term business goals.

Daniel, Russell & Charles Co. believe a small business can be difficult, if not impossible to operate, when conditions in the business or the marketplace are not handled properly by its owner and/or management. If the owners, the entrepreneurs, or management do not establish key rules, procedures that initiates a process to operate and control the day-to-day activities of the business; DRC can provide the following as a basis for operating the business in a manner in which you have envisioned and planned.

  • Establish a basic operating philosophy. It is essential for business owners, and entrepreneurs to conduct his/her day-to-day business affairs, from an internal as well as an external perspective; with personnel, customers, vendors, bankers, investors, etc.

  • Spell out the mission of the company. A mission statement that reveals the objective and general goals in relation to the production and delivery of its products or provides services to its customers.

  • Know and religiously practice the objectives of the company. A purpose that an owner or entrepreneur has established as an external event, quite independent of that which might be considered emotional or imaginative in nature.

  • Frame the policies and procedures around the company's mission. A beneficial structure involves an owner or entrepreneur that is established as being the best possible means to manage and to operate the business.

  • An overview of the owner or entrepreneur to fully integrate its basic operating philosophy, mission, and objective into workable policies and procedures is necessary, to be legitimately followed by members of a company on a consistent basis.

 

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