TOBA

The Odyssey Business Advisory (TOBA)
has five components:

Financial Planning
Business Tax Planning
Business Efficiency Development
Business Legal Services and
Benefits Planning

Who hires TOBA?

• Business owners
• Those looking to buy a business
• An executive in transition thinking of buying a business
• A struggling business who wants to improve their bottom line
• A business owner(s) who wants to know where they stand

What happens in the first meeting?

When a prospective client visits TOBA they sit down with the Relationship Manager who assesses where the business is at that point in time. The Relationship Manager then recommends a starting point in the TOBA business relationship.





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