Why you should book today?

• Get financial clarity to drive business results

• Dedicated time to create a strategy that will support your business growth

• Know how much your business is worth

• Access to financial expertise and perspective when building your business plan forecast

• Comprehensive approach including financial risk, opportunities and growth paths

Mid-year financial review

Analyze the last 6mo of financials and forecast the following 6mo financial goals for your business.

• Assess profitability and margins for your current products or services

• Outline your hiring plan needs to support your growth and align capacity to the financial growth needs

• Decide what levers to pull to increase profitability and cash position to set you up for a strong financial position

• Review and celebrate what is working and changes are necessary to get to the next level

• Make progress towards paying yourself a market rate from your business that allows you to build personal wealth

Total investment starting at ▸ $3,000+

ANNUAL BUSINESS BUDGET PLANNING

Monthly and quarterly financial goal planning, detail cost outlined and profitability targets for your business. For business owners seeking clarity on how to achieve business growth with concrete steps and action plan to make those goals a reality.

If you are not good at numbers but recognize the importance of paying attention to your finances, this planning session will allow you to dedicate time, provide you confidence in your path, and get expert support outlining clear goals for your business. Owners will walk away with a comprehensive yearly budget and clear direction on what they need to do to achieve their goals.

Total investment Starting at ▸ $4,000+

How to utilize our projections services?

• Forecast brand new pre-revenue business model

• Create a clear strategic 3-5yr plan for your existing business

• Considering selling/exiting your business but need to know how much your business is worth

• Create a forecast with detail assumptions for your investors or new partnership