Advising for Small Business
Strategic business planning designed for small business. It's more than just strategy, it's your roadmap to build lasting success with an experienced guide.
Our advisory services include a range of service and deliverables, from financial reporting, to planning, strategy, and business management. But it's more than just strategic planning, these are tailored growth programs.
Whatever your business, you will find one of our growth programs to suit your needs as each package has a level of setup, planning, and feedback.
The amount of reporting information, strategic planning, and feedback or business coaching you’ll receive increases with each level of package.
Our advisory services are built on three pillars:
What's your plan? Solutions that matter.
As a business owner or entrepreneur, you likely don't have a plan to fail. But do you have a plan to succeed? Successful businesses need more than the right idea, product or team. Successful businesses have a strategy - it's through planning that real growth is earned. This service is for business owners who want better results.
Our Advisory Packages
Business Insights
This program is primarily focused on reporting critical information for improved performance.
Best for existing companies that can use key insights to improve.
Business Performance
This program pairs planning with dynamic, real time reporting alongside dedicated advising.
Best for companies that want an active advisor to speed growth.
Business Growth
This program provides long term financial forecasting and scenario based decision making.
Best for companies that want high growth and explore opportunities.
Compare Features
Business Insights | Business Performance | Business Growth | |
---|---|---|---|
Initial business assessment | ✓ | ✓ | ✓ |
Goal setting and analysis | ✓ | ✓ | ✓ |
Strategic Planning Session | ✓ | ✓ | ✓ |
Lean Business Plan | ✓ | ✓ | ✓ |
Business Overview - Quick Pitch Presentation | ✓ | ✓ | ✓ |
One year financial forecast | ✓ | ✓ | ✓ |
Monthly reporting package | ✓ | ✓ | ✓ |
| ✓ | ✓ | ✓ |
| ✓ | ✓ | ✓ |
Ongoing cash flow and profit forecasts | ✘ | ✓ | ✓ |
Real-time Access | ✘ | ✓ | ✓ |
| ✘ | ✓ | ✓ |
| ✘ | ✓ | ✓ |
Monthly advisory meeting: plan updates | ✘ | ✓ | ✓ |
| ✘ | ✓ | ✓ |
| ✘ | ✓ | ✓ |
Three year financial plan | ✘ | ✘ | ✓ |
Quarterly financial scenarios (3) | ✘ | ✘ | ✓ |
Explore Pricing
Business Insights | Business Performance | Business Growth | |
---|---|---|---|
Fee per month: | $325 | $650 | $975 |
Additional fees: | |||
| $50 | $50 | $50 |
| $250 | $500 | $500 |
Business Insights | Business Performance | Business Growth | |
---|---|---|---|
First month: | $750 | $1,500 | $2,000 |
Fee per following month: | $250 | $450 | $675 |
First year savings (compared to standard plans): | $400 | $1,350 | $2,275 |
Additional fees: | |||
| $50 | $50 | $50 |
| None | None | None |
Find The Plan
We're proud to offer a fixed fee for our business plans that are tailored to meet your specific needs.
If you're not sure which plan is right for you, send us a note. We're ready to help.
Still have questions? Let's connect.
Have some questions or want more information? Send us a quick note.