Welcome to Cypress & Magnolia, where we help you achieve Your Goals

Our team of experts will analyze your business to identify areas of improvement and develop a tailored plan to unlock your full potential. We will help you optimize your operations, streamline your processes, and increase profitability

Deliverables:  

• Review and improvement of workflows and processes  
• Creation of standard operating procedures 
• Automation of administrative tasks
• Employee training and onboarding resources 

We provide comprehensive project management services to help you achieve your goals on time and within budget. Our team will work with you to develop a project plan, identify risks, and manage resources to ensure successful project delivery.

Deliverables:  

• Implementation of planning tool or CRM
• Timeline and task delegation
• Project Management support
• Check-in calls for accountability.

Our team can help you develop and implement a strategy to increase revenue and drive growth. Ideal for business owners who want to scale operations but struggle with inefficiencies. 

Deliverables: 

• Scaling roadmap (hiring, funding, expansion strategies)  
• Process refinement for efficiency and delegation  
• Marketing and lead generation improvements  
• Financial forecasting and investment preparation  
• Risk management and compliance planning   

We help you identify and manage risk to ensure the long-term success of your business. Our team can develop risk management strategies tailored to the unique needs of your business and provide ongoing risk management support.

Deliverables:  

• Customized risk identification based on industry and business model
• Risk evaluation and assessment, risk matrix and mitigation strategies
• Executive summary

Ideal for:  

• Existing businesses looking to identify and prioritize risks.
• Business owners who want to improve decision-making and allocate resources more efficiently.

We provide comprehensive project management services to help you achieve your compliance supervision requirements. Our team will work with your CCO to develop a compliance calendar, identify risks, prepare testing material, and collect data to prepare for your SEC-required Annual Report. 

Deliverables:

• Work with CCO to conduct testing gap analysis and risk assessment.
• Support delivery of required meetings (Best Execution, Annual Compliance Meeting);
• Compliance calendar and tracking tools for future use;
• Compile testing data into draft annual report for CCO review

Our team can help you develop and implement a strategy to reconcile operational processes post-practice acquisition. Ideal for business owners who want to scale operations through practice acquisition and need help folding two practices together. This ensures a smooth transition and long-term success. 

Deliverables: 

• Scaling roadmap (hiring, expansion strategies)  
• Process refinement for efficiency and delegation  
• Marketing and lead generation improvements  
• Financial forecasting and investment preparation  
• Risk management and compliance planning   

Our team will analyze your business and cross-reference policies and procedures to identify areas requiring more documentation or updates. We will help you optimize your operations, streamline your processes, and increase compliance.

Deliverables

• Review of current compliance policies and procedures. 
• Gap analysis of current testing process and risk assessment
• Collaborate with CCO on policy amendments and changes to risk assessment if warranted.

We help you identify and manage risk to ensure your business's long-term success. Our team can develop risk management strategies tailored to your business's unique needs and provide ongoing risk management support.

Deliverables:

• Collaborate with CCO to conduct a comprehensive risk assessment to measure gaps and remediate potential challenges to SEC and FINRA rule-making;
• Business Continuity and Disaster Readiness Planning;
• Third-party due diligence;
• Fiduciary standards.