BUSINESS MANAGEMENT
MB3 Consulting offers a wide range of concierge services that support the heavy demands placed on artists, actors, entertainers, and executives. We have a highly collaborative team that targets a client’s business and lifestyle longevity to build security and generational wealth.
- Personal / Business Financial Management
- Bookkeeping
- Advisor Collaboration
- Property Acquisition / Management
- Payroll / HR Management
- Accounts Receivable / Accounts Payable
- Insurance Coverage Coordination
- Tax Preparation
- Entity Structure (Loan-out corporations, Trusts, Estates)
- Lifestyle Management
- Contract Negotiation
TOUR ACCOUNTING
MB3 Consulting takes pride in collaborating with our artist’s team during all aspects of touring. We ensure a seamless experience by reviewing budgets, negotiating vendor contracts, resolving on the road developments, and providing comprehensive reporting. We support you in your business and finances, so you focus on your passion.
- Review Budgets
- Negotiate Vendor Contracts
- Mitigate Domestic & Foreign Taxes
- Merchandise Reporting / Management
- Payroll / HR Management
- Accounts Receivable / Accounts Payable
- Settlement Review / Reconciliation
- Insurance Coverage Coordination
- Budget vs Actual Reports
PERSONAL INVESTING & RETIREMENT
As a Registered Investment Advisor (RIA), we create dynamic portfolio models, monitor exposures and conduct asset allocation based on investment philosophy, cash and liquidity considerations, and risk tolerances.
- Individual Portfolio Construction
- Risk / Return Analysis
- Retirement Planning & Tax Strategizing
- Separately Managed Accounts
- Portfolio Management
- Rebalancing
- Monitoring
- Performance Reporting
GROUP MEDICAL
We deliver competitive pricing and consolidated proposals for business and personal policies. Through our extensive portfolio, we are dedicated to providing your team with valuable coverage options that fit your business needs and keep you compliant.
- Providing health insurance options for groups and individuals
- Premium selection of supplemental coverage
- Proactive coverage renewal, comparable options and competitive quotes
- Enrollment Assistance and Maintenance
- Claim Filing and Support
- Assist with Employee Continued Coverage (COBRA)
