Founder - President
CurrentOur Smile Story and Yours...Following a decades-long heartening career helping clients achieve their planning and financial goals, Norman sought a new challenge--to define what “puts a smile” on the faces of America's C-Suite financial executives. His answer was to form a partnership between his firm, Essential Partners, and Inc 5000’s Bottom Line Concepts (BLC) because of its long history of successfully eliminating unrealized Indirect overspending, plus a commitment to charitable giving. Norman found that in his firm's partnership with BLC. . .Eliminating unrealized Indirect profit-consuming overcharges, posting redundancies, contract-gotcha provisions, tax faux pas, noncompetitive rates, etc. from suppliers/ vendors’ invoices does indeed produce grateful smiles from C-Suite financial executives. For-profit businesses realize increases in company value, cash flow, net profitability and operational efficiency. Nonprofit/not-for-profit organizations experience additional surplus on their balance sheets to the satisfaction of their Leadership ff and Board.
