We believe in data-driven, human centric, and strategic solutions that drive business growth. With our extensive team of specialists, we are dedicated to providing unique insight into the challenges and opportunities your business faces. Through collaborative partnership, we fuse strategy, efficiency, creativity, and innovation into your business goals and are committed to delivering a return on your investment.

I. Establish Your Foundation

Achieve success with a solid understanding, and vetting, of your:

• Vision, Mission & Goals

• Core Values / Brand

• Your Offer & Delivery Concept

• Business License / Structure

• Trademark, Copy write, and Legal considerations

These foundational pillars, along with a scalable business name, set your business or initiative off on the right track.

II. Streamline Your Operations

Turn chaos into order through the design or revision of your operational business model. Services may include:

• Customer Journey Mapping

• Customer intake and delivery Tool or System Requirements

• Cost / Benefit Analysis for Operational Efficiencies

• Research, recommendations, and/ or implementation of the Tool or System best for you.

III. Manage Your Talent

People are the most important asset of your business, they should be treated as such. Our services provide a new way of thinking about building and/or re-building your team to foster collaboration and productivity.

• Skill & Motivational Assessment Matrix

• Retention & Incentive Strategies and modeling

• Recruitment & Hiring Plan

• Succession Planning

• Teach Your Tasks (Delegation Discipline)

We identify the skills, talents, and passions you need on your team to reach your business vision.

IV. Define Your Difference

Understand your competitive market environment (continuously) and your process map for your offer. Your distinction in the market and with your clients will facilitate growth. Achieved via:

• Market Research & Current Conditions / Assumptions Analysis

• Competitive Market / SWOT Analysis

• Innovation Whiteboarding

Thorough research and analysis provides a framework to drive your marketing strategy.

V. Share Your Vision (ie. Marketing)

Build a marketing strategy based on your story of why and how you help with a problem or need. The following models are services we offer to assist:

• Ideal Client Profile / Target Market

• Brand: Voice / Logo / Color Pallet

• Website Design / SEO

• Copy & Content Writing

• Strategic Marketing Outlets / Partnerships & Collaborations

• Presentation Design Services / Executive Coaching

• Investor Pitches

VI. Ensure / Create Financial Success (drop in CFO)

Financials may be the scariest part of starting or scaling your business. We remove the uncertainty by guiding you through an analysis or model of your business financial needs. This may include:

• Pricing Strategy

• Financial Forecasts / Modeling / ProForms / Break Even Analysis /

• Budgeting / Bookkeeping Set Up

• Financial Statement Analysis & Ratios to measure your success

• Revenue Diversification Strategy

• Capital Raises & Planning (Pitch Decks)

• Passive Income Strategy

Ensure your financial success by correctly analyzing and formalizing what your numbers need to be, or are trying to tell you.

VII. (Buy/) Sell Your Business (Exit Strategy)

A business exit strategy is critical to your business plan. It provides a strategic direction and assists you in making the critical operational, financial, and people decisions to maximize your future return.

We analyze your business exit options, model the financial returns, and timeline the milestones you need to achieve your exit goal.

For future business owners, we also assist in analysis of your business purchase.

1:1 HOURLY
CONSULTATION SESSIONS

Accountability Partner / Business Coach

We create a plan and / or checklist for your business launch or initiative. We serve as a trusted partner for you and provide access to a network of business specialists with expertise in specific areas. We guide you through set up and scaling and utilize a 30 / 60 / 90 Day Plan for action.

Project Management & Special Projects

Your business will require project planning and implementation of select initiatives. We create roadmaps or project plans with key milestones so you can stay focused and accountable. For implementation needs that match our skillset, we can execute on your project plan.

A visual roadmap or project plan
Project Management
System Implementation
Accountability Partner
Presentation Design Services - for implementation rollouts with large teams.

We understand the importance and necessity of confidentiality, and provide a Non-Disclosure Agreement prior to all meetings.