Does your Business Suck?
Most Small business owners do not treat their business as an investment and don't know how it should perform.
Use the sheet below to see how you measure up to objective measures of performance.
Our Process
Start with the End in mind - Cant chart the path without the destination
Homerun Financial System - Systematic review of your Company Performance
Fast Money Formula - Understand Working Capital Needs of the business and how to improve
Forecast by the numbers - Understand Sustainable Growth and Annual Plan
Staying Financeable - What a Banker Looks for and how much debt you can sustain
Simple Valuation Formula - Keep a pulse on the value of your largest asset
Deliberate Exit Plan - Understand the options and inform our strategy
Why do we exist
We exist to enable entrepreneurs to achieve their Goals.
The Strategic Partner you have been searching for. Advice, Accountability, Peace of Mind
Let us help you achieve your dreams.
Pricing
Choose Your Plan
Quarterly
$500/m
Monthly Checkins(20-30Mins)
Financial Performance Review(Loom)
Quarterly Goals/Financial review(1 Hr)
Rotating Quarterly Topic Review(Wills, Insurance, Tax planning)(30 Mins)
Quarterly Tax projections
No contracts - cancel anytime
Monthly
$750/m
Bi Weekly Checkins(20-30Mins)
Financial Performance Review(Loom)
Monthly Goals/Financial review(1 Hour)
Rotating Monthly Topic Review(Wills, Insurance, Tax planning)(30 Mins)
Quarterly Tax projections
No contracts - cancel anytime
CFo
$2,500/m
Weekly Checkins (20-30Mins)
Financial Performance Review(1 hour)
Monthly Goals/Financial review(1 Hour)
Rotating Monthly Topic Review(Wills, Insurance, Tax planning)(30 Mins)
Quarterly Tax projections
Accounting Oversight
No contracts - cancel anytime
Check in calls are used to clear the noise and provide advice on things happening between meetings.
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