Business Advisory
Compare the costs, cash needs, and risks of a business decision using your actual financial results.
Online service across all 50 states
What this service is
Business advisory uses your financial data to answer specific operating questions: which products or clients actually make money, whether your prices cover your costs, how much cash you can safely spend on growth, and when you can afford the next hire or location. We analyze your margins and cash flow, build simple models for the decision in front of you, and meet on a regular schedule to track whether the plan is working. It suits owners who have revenue momentum but no finance function behind it yet.
Forms & documents involved
What we actually do
Diagnose margin and pricing
Calculate profitability by product, service line, client, or location and identify where pricing is too low.
Model cash flow and runway
Project cash in and out to show how long current cash lasts and when a gap could appear.
Model specific decisions
Test the financial impact of a new hire, location, equipment purchase, or price change before you commit.
Advise on owner pay and entity
Coordinate how owners are paid and whether the entity structure still fits, with your tax team.
Set KPIs and review them
Choose a few measurable targets and review progress against them in regular meetings.
Prices by scope
Compare the work included at each price. Your final scope and fee are confirmed in writing before work begins.
One-time service-line or product-line profitability analysis.
- Up to 3 linesService or product lines analyzed$1,080
- 4–10 linesIncludes customer-level profitability$1,880
- 11+ linesOr several locationsFrom $2,880
One-time build; refreshed quarterly for an additional fee.
- 13-week cash flowWeekly cash forecast$820
- 12-month modelThree-statement monthly model$1,380
- Scenario modelFundraising or debt scenarios, 24–36 months$2,180
Recurring strategic session plus a written action summary.
- 60-minute sessionPlus written action summary$460/month
- Two sessionsPlus KPI review between sessions$820/month
For businesses that want schedule without a monthly commitment.
- Standard90-minute session and written summary$820 per quarter
- With planningAdds budget refresh and forecast$1,380 per quarter
A hiring plan, new location, or major purchase modeled before you commit.
- Single decisionHire, purchase or price change$620 per decision
- Major decisionNew location, acquisition or financing$1,280 per decision
What You Get
Pricing and Margin Diagnostics
Service-line, product-line, or client-level profitability analysis that shows where margin is actually being made or lost.
Cash Flow and Runway Modeling
Forward-looking cash projections that turn a vague sense of "we're fine for now" into a specific, defensible runway number.
Owner Compensation and Entity Decisions
Compensation structure, distribution timing, and entity-level decisions evaluated for both tax efficiency and business cash needs.
KPI Dashboards and Leadership Reporting
A small set of metrics that actually drive decisions, reported on a consistent schedule leadership can act on.
Growth and Expansion Planning
Financial modeling for a new hire, a new location, a new product line, or a financing decision, before the commitment is made rather than after.
- KPI dashboard design
- Monthly advisory briefing
- Scenario model for key decisions
- Leadership finance scorecard
When this service may fit
- Leadership can see the numbers but still lacks clarity on what to do next
- Margin, pricing, or cash trade-offs are becoming harder to evaluate
- The business is preparing for expansion, financing, or strategic change
- You want recurring financial decision support without hiring a full-time finance executive
Often handled together
Clients who use this service often add these. Tick any to see the combined starting price.
How It Works
Executive goals alignment
Define the business decision, the available options, and the financial information needed to compare them.
Financial diagnostics and model setup
Test assumptions about pricing, staffing, capacity, financing, or expansion against recent operating results.
Strategy and KPI roadmap
Model realistic scenarios and identify the cash commitments, trade-offs, and execution dependencies behind each option.
Monthly advisory execution
Deliver recommendations with decision checkpoints and measurable follow-up actions for management.
Your Role
Provide operating data and candid assumptions, nominate decision-makers, and communicate when the commercial facts change.
Service Scope
Management retains business decisions and execution. Legal, investment, valuation, and financing-placement services require their own qualified providers and scopes.
Start Business Advisory online
Choose the closest scope and send your request online. We’ll confirm the final work and fee in writing before anything begins.
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