Business Advisory
An independent outside read on how the business is actually performing.
A structured review designed to answer three questions: what is working, what is creating risk, and where is value leaking.
Review areas
Scope is set to the company. A typical engagement examines:
- Profitability and margin structure
- Revenue trends
- Customer concentration
- Sales process
- Recurring revenue
- Owner dependency
- Key-person risk
- Workflow inefficiencies
- Technology usage
- Reporting weaknesses
- Organizational bottlenecks
What this is not
This is not ongoing coaching or an open-ended retainer. It is a finite review with a written result and a defined finish line.
Deliverable
A prioritized written diagnostic identifying the most important findings, risks and opportunities, ordered by what deserves attention first.
Pricing
- Typical engagement
- $2,500 – $5,000
More complex organizations are quoted separately.
Start a project.
Tell us about the business and what needs to be solved. If it is a fit, we will scope a defined engagement with a clear deliverable.