Strategic Advising

Understand and meet your business goals. Sometimes operations are not performing according to plan, and sometimes the plan is not attainable due to limitations or aggressive expectations. We help business owners make decisions, set goals, and meet them.

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Download Your Advising Resources

This outlines what you can expect during the first year of our relationship, as well as what you should do each month.

Kick-Off Phase

Advising Plan. Define your broad business goals and learn how advisory services will get you there.

Plan Phase

Business Model. What do you sell, how do you sell it, to whom, and what is needed.

Model Phase

Growth Patterns. Establish an historical basis for your lean plan and financial projections.

Build Phase

Financial Forecast. Your roadmap with a full financial forecast of P&L, balance sheet, and cash flow.

Advise Phase

Analysis & Monthly Advising. Review actuals, variance, and tends to keep you on track.