Business Management Services
A client-centric approach that integrates every aspect of your financial life, from business operations and personal finances to lifestyle management, giving you the freedom to focus on your career, your family and your legacy.
Your Business and Your Life, Managed Together
Global Business Management offers a full spectrum of business management services to high net worth individuals, entertainment industry professionals, entrepreneurs, executives, professional athletes and all of their related entities.
Our dedicated team assists individuals and their businesses with supervising and managing day-to-day activities while working together to formulate goals, develop strategies and plan for the long term. We stand in the place of the client in all aspects of their financial life, freeing them to concentrate on their work and career.
We care about you, your financial goals, your financial stability, your future and your legacy. Our team can free up your time, keep you on track and help increase your profits by taking on the daily, weekly, monthly and yearly financial challenges of running a business.
Day-to-Day Business Management
Based on your company's needs, our team handles the following on a monthly basis, so you can focus on what you do best.
Cash Flow & Budgeting
We manage your cash flow, create budgets and develop financial projections to keep your business on a strong financial footing.
- Cash flow management
- Budget analysis & projections
- Strategic cash planning
Bookkeeping & Accounting
From day-to-day record keeping to bank and investment reconciliation, we handle the numbers so you don't have to.
- Bookkeeping & accounting
- Income tracking & collection
- Bank & investment reconciliation
Bill Pay & Back Office
We take care of bill payments, back office support and daily correspondence to keep operations running smoothly.
- Bill paying & check writing
- Back office support
- Cash flow reports
Payroll Processing
We handle payroll for your business and household employees, ensuring accuracy and compliance every pay period.
- Business payroll processing
- Household employee payroll
- Payroll tax compliance
Tax Planning & Compliance
Comprehensive tax planning and compliance services designed to minimize liabilities and maximize opportunities.
- Federal & state income tax planning
- Comprehensive tax strategy
- Tax return preparation
Financial Planning & Analysis
Strategic financial analysis and planning to help you understand where you stand and where you're headed.
- Financial consulting & forecasting
- Investment planning & analysis
- Retirement & estate planning
CFO On-Demand CFO Services
Global Business Management will step in as your committed CFO and serve as the nucleus of your business. We act as liaisons to your circle of trusted advisors—legal counselors, business managers, insurance brokers, lenders and others.
If there are gaps in your team, we fill them with experienced professionals who will get the job done right and relieve you of stress. Our CFO services give you executive-level financial leadership without the overhead of a full-time hire.
- On-demand CFO services
- Financial consulting, forecasting & analysis
- Strategic cash planning
- Risk management
- Comprehensive tax planning
- Mergers & acquisitions support
- Capital raising & due diligence
Personal Lifestyle Management
Beyond business, we take a holistic approach to your financial life. We partner with you to build structural plans that channel your existing success into future financial security, ensuring you achieve every goal, every step of the way.
Our team handles the personal financial details that come with a demanding career, so you can focus on what matters most.
- Estate & trust planning
- Insurance coverage analysis
- Medical claim assistance
- Mortgage & major asset acquisition
- Purchase & acquisition of major assets
- Risk & insurance needs analysis
- Business transaction analysis
Who We Serve
We partner with individuals and businesses across industries, providing specialized services unique to each client's needs.
Entertainment Professionals
Actors, writers, directors, producers and other entertainment industry professionals with complex income streams.
Professional Athletes
Athletes who need specialized financial management for high-earning, short-career trajectories.
Entrepreneurs
Business owners and executives who need both personal and business financial management under one roof.
High Net Worth Individuals
Individuals and families who require comprehensive family office services and coordinated financial oversight.
Complete Business Management Services
A comprehensive overview of everything we handle for our clients.
Why Global Business Management
Meet the Business Management Team
Our experienced team of professionals is dedicated to managing your financial life with precision and care.
David Garelick EA, CFP®, AIF®
David is committed to clients for the long-term and acts in a fiduciary capacity. He helps clients in all aspects of their financial lives and gives personalized advice to each client's specific needs, goals, and objectives. David has been with Global since 1987 and took over as President/CEO in 1999. He holds degrees from UCLA and California Lutheran University.
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Jarrod Hicks
Jarrod helps clients by managing cash flow, providing timely financial reports and helping them budget for the short and long term. He believes that having a strong team and good communication is the key to providing high quality service. Jarrod joined the Global team in 2005 and holds a degree in Financial Economics from the University of Redlands.
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Jessica Souther
Jessica works on behalf of clients and their companies to organize and maintain their financial affairs. She is a problem solver who takes pride in discovering efficient methods for work-related tasks. Jessica joined the Global family in 2007 and transitioned from assistant account manager to her current senior role.
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Luis Gomez
Luis brings a wealth of experience and a genuine passion for helping clients achieve their financial goals. He began his career at Dean Witter as an Account Specialist Representative and continued building his expertise at Morgan Stanley and MetLife before joining Global Business Management in 2008.
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Connor Garelick
Connor works directly with clients at Global and specializes in preparing and reviewing financial statements. He creates forward-looking budgets and helps in generating holistic financial plans for clients. Connor joined Global's team in 2014 after graduating from Pepperdine University and earned his MBA from California Lutheran University in 2017.
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Tristin Rochow
Tristin manages client accounts with a focus on checks and balances, financial reporting, and brokerage statement reconciliation. With a strong background in tax preparation and accounting, particularly in the entertainment industry, Tristin brings a detail-oriented approach and a commitment to client service. He earned his degree in Accounting from The Master's University.
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Julie Fraser
At Global Business Management, Julie works with clients to help simplify their financial lives and achieve their goals. She assists the account managers with various tasks such as accounts payable, accounts receivable and correspondence. She is also the medical coordinator for business management clients.
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Mara Acevedo
Mara is an Account Manager at Global who loves making life easier for her clients. Whether it's managing accounts payable, receivable, payroll, or daily correspondence, she takes pride in keeping everything running smoothly so her clients can focus on what matters most. Her career in business management began in 2007.
Read Full Bio →Frequently Asked Questions
A business manager oversees and manages the financial affairs of individuals and their businesses. At Global Business Management, we handle cash flow, budgeting, bookkeeping, bill pay, payroll, tax planning, and financial reporting so our clients can focus on their careers. We stand in the place of the client in all aspects of their financial life.
Business management services are ideal for high net worth individuals, entertainment industry professionals (actors, writers, directors, producers), professional athletes, entrepreneurs, and executives who have complex financial lives and need comprehensive oversight of both their business and personal finances.
We provide full-service business management including cash flow management, bookkeeping and accounting, bill pay and back office support, payroll processing, tax planning and compliance, financial planning and analysis, on-demand CFO services, estate and trust planning, insurance coverage analysis, medical claim assistance, and lifestyle management.
While an accountant or CPA typically handles tax preparation and bookkeeping, a business manager provides a much broader scope of services. We serve as an extension of you, managing your entire financial life including cash flow, budgets, bill pay, payroll, financial planning, insurance coordination, and liaison services with your attorneys, agents, and other advisors.
Our on-demand CFO services provide executive-level financial leadership without the overhead of a full-time hire. We step in as your committed CFO, handling financial consulting, forecasting, strategic cash planning, risk management, comprehensive tax planning, mergers and acquisitions support, and capital raising and due diligence.
Global Business Management was established in 1960, bringing over 65 years of experience managing the financial lives of our clients. The firm was founded by Lee B. Winkler and has been led by the Garelick family since 1985.
Our primary office is located at 15260 Ventura Blvd., Suite #1750, Sherman Oaks, CA 91403, serving clients throughout the greater Los Angeles area. We also have offices in Valencia, CA and Nashville, TN.
Yes. We have extensive experience working with entertainment industry professionals including actors, writers, directors, producers, and other creative professionals in Los Angeles. We understand the unique financial challenges of the entertainment industry, including irregular income streams, residuals, union requirements, and multi-state tax obligations.
Absolutely. Our integrated approach is one of our key differentiators. We manage both your business operations and personal finances under one roof, including lifestyle management services such as estate planning, insurance analysis, medical claim assistance, and major asset acquisitions. This holistic approach ensures nothing falls through the cracks.
You can schedule a consultation by calling our Sherman Oaks office at (818) 385-3100 or visiting our contact page. We offer consultations to discuss your business management needs and determine how our team can help simplify your financial life.
Ready to Simplify Your Financial Life?
Schedule a consultation to learn how our business management team can free up your time, keep you on track and help you focus on what matters most.
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