In Las Vegas last month, financials were the talk of the town. Blue Coast Financial Group brought its top advisors together for an awards ceremony and an advanced education on 3 of its core services - Cost Segregation, R&D Tax Credits, and Property Tax Recovery. According to owner, Shawn Hull, "These are 3 services that provide a lot of cost-savings to our clients. Therefore, it is of the utmost importance that our advisors are well versed in these areas so that they can bring the maximum savings to them. As the economic situation continues to tighten corporate budgets, these services, as well as the rest in our portfolio, become increasingly critical to keeping businesses operating profitably."
Response to the meetings and presentations was very positive with lots of accolades for everyone involved. "We have gotten dynamic response from our Advisors on both the services and the presentations," says Mr. Hull. "They come from very diverse backgrounds and it is great to see such a broad range of professionals sharing a common vision and success."
Some of the responses shared included:
Now that day one has ended let me say --- WOW!!! On a one to ten, this day was a twelve!!! The network and information shared was worth a million dollars.
- Vicki P.
I want to extend a big THANK YOU to you and your team for putting together such an exceptional conference in Las Vegas this week. As a former CFO for a number of middle market manufacturers and tax manager for a large regional CPA firm, I was impressed with the breadth of products and services offered through Blue Coast. However, what was more impressive is the way you have bundled these services by wrapping them up and packing them together in such a unique and effective format…The conference was a huge success for me. All the puzzle pieces I received since signing on with Blue Coast became crystal clear and have provided me with a roadmap for success. I cannot wait to share the resources you have provided to me with my referral networks and colleagues so they can start saving money for their businesses. What a brilliant concept to actually assist businesses save money and generate cash flows in this period of challenging economic times and escalating costs. All CFO's, business owners and decision makers need to look to Blue Coast to provide unique costs saving strategies as part of their overall strategic plan. CFO's, in particular, can make a broader contribution to their company's overall success by mitigating taxes, extracting refunds and lowering costs from indirect expenses that are often overlooked.
- Brian F.
It was a pleasure meeting you last week at the BCFG Solutions conference. As you know, I have been in sales for 20 years. I have worked for several strong top tier technology companies selling complex solutions. Companies such as Wang Laboratories, Bay Networks/Nortel Networks, Lucent, Genuity, and Verizon Business. I have grown accustom to a corporate structure that provides deep solution sets, and strong technical expertise supporting our product sets, and product introduction to the marketplace. With that said….. I was extremely impressed with the presentations, depth of knowledge/expertise, quality, resources, and professionalism presented at your conference. Your organization and associates are real people that are focused, and driven.
- Ken T.
Blue Coast Financial offers a portfolio of business-to-business services designed to save companies money and help them become more cost-efficient. Their Advisors work nationwide providing 15 financial services including Worker's Compensation Review and Recovery, Cost Segregation, Energy Deregulation, R&D Tax Credits, Equipment Leasing. This opportunity can be worked from home on either a part-time or full-time basis.