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Strategic Advisory Services

Running a small business is hard work. There never seems to be enough time to get everything. If you’re like most business owners, you spend so much time on the day-to-day chores of running your business that you don’t get around to building the business you really want.

Do any of these sound like you?

  • You’re stuck at a moderate level of success, but can’t get your business to the next level.
  • You’re stuck at work all the time and want to spend more time at home with your family.
  • Your business is struggling and needs to improve cash flow and profitability.
  • You want your business to provide more security for your financial future so you can fund retirement, travel, or college for the kids.
  • You’re just plain stuck and don’t know how to move your business forward.

If any of these sound familiar, we can help. Regardless of where you are on your entrepreneurial journey our Strategic Advisory Services can help you get to the next level…and beyond.

With Strategic Advisory Services, we take your goals and turn them into actionable steps with accountability to make sure you build the business you’ve always wanted.


Step 1:
First we perform a Business Review to completely understand the business and the people behind the business. What are your goals? What really drives you? What are the obstacles standing in the way?

Step 2: To get where you want to go, you have to know where you are. We provide interactive financial information in easy to understand reports, charts, and graphs so you can understand how the business is currently preforming and current trends.

Step 3: We benchmark your results against similar businesses to gain insights into how you compare to other companies in your industry.

Step 4: We create a Financial Roadmap that starts where you currently are and takes you all the way until you reach your goals.

Step 5: We have regular advisory meetings to review your progress and identify the next steps to take on your journey.

Businesses Don't Plan to Fail, They Fail to Plan

A Cranfield University School of Management study found that businesses that plan, track results against the plan, and then make adjustments grow 30% faster than those that don’t.

Strategic Advisory Services are Available With Plans for Companies at Every Stage and Pricing Adjusted to Fit the Size of Your Business

Space Is Limited

With three options to choose from and a flat monthly rate based on your business’ revenue, you’ll have the tools you need to make sure your business is living up to its full profit potential.

DIY Plan: The DIY Plan is intended for smaller companies with one or two employees and businesses that need basic guidance and direction. It includes a review of your business so you know where you stand in relation to your goals, easy-to-read monthly reports to show you how your business is doing in relation to those goals, and an annual recap meeting to analyze where you may have fallen short and how you could improve for the following year.

Premium: Our Premium Plan is for businesses that want to take a more active role in mapping out a successful strategy and measuring their revenue against their potential profitability. In addition to the business review and reporting included in theDIY Plan, the Premium Plan includes the development of a financial roadmap to point you in the right direction. It also includes a recorded video analysis and explanation of your monthly financial data and quarterly advisory meetings to keep you on track. You’ll also have access to a special “emergency meeting” at any time for no additional charge.

Premiere:
Our Premiere plan gives you the ultimate control over the profit potential of your business. It includes everything listed in the Premium Plan, but rather than quarterly advisory meetings, you’ll get advice each and every month, giving you the information you need to continually adjust your sales and marketing strategies in order to make sure your always encouraging sales of your most profitable products and services. Each month you’ll know how your business is performing compared to your goals – keeping you laser focused on achieving your objectives.

Space Is Limited