Broker Check

Cash Management

When your business works with Willis & Machnik, we’ll create a clear picture of inflows and outflows, and identify ways to increase revenue, pay down debt, and more accurately project profitability. Together, we can prioritize expenditures and optimize the timing of one-time purchases.


Our cash management strategies often dovetail with other business services, including:

  • Operational assessments to enhance efficiency and improve profitability.
  • Retirement planning to save on taxes while helping employees save for their future.
  • Analyzing insurance policies to ensure you aren’t over-paying for the coverage you need.

Let’s set up time to assess your company cash flow.