Consulting

Consulting Services

Thank you for allowing us the opportunity to assist you in going from where you are to where you want to be!  We believe that it is important to match your needs and objectives with the right level of services. We understand that each business has its own unique opportunities and challenges; however, we have listed below an outline of our basic services to better help you in making the right decision.

Strategic Planning Day

  • Who is it for: Business owners (Executive Team may be included)
  • Duration: 1 Full Day Session
  • Output: Cash Flow Projection Model including: KPI Identification, Salary Cap, Core Capital Levels, Cash Flow and Profitability Projection, Strategic Planning Content including: Development of Values Filter, D.O.S (Dangers, Opportunities, Strengths) Exercises, Priorities Development & Timeline of Execution, Long-term Vision Plan
  • Deliverables: Customized Cash Flow Projection Model, Strategic Focus Plan, & Implementation Conference Call
  • Cost**: On-Site Version$5,000 plus travel ($4,000 if you come to us); Remote Version $3,000 and does not include Top 5 Priorities (two 2-hour virtual meetings) **does not reflect pricing for session with Greg Crabtree

 

Business reviews – Monthly, Quarterly or Hybrid

  • Who is it for: Business owners (Executive Team may be included) who have completed the Strategic Planning Day
  • Output: 1 hour conference call or in-person meeting, Updated Cash Flow Projection Model, Business KPI Dashboard, Discussion of business trends and any issues / shareholder support & tax planning
  • Deliverables: Customized Cash Flow Projection Model – updated either monthly or quarterly
  • Cost ranges**: $900 – $1,100 per month (Monthly); or $700 – $900 per month (Hybrid); $500 – $700 per month (Quarterly) **the first tax returns we prepare will be billed outside Statement of Work

 

Download information as PDF – 2015 Consulting Services Outline

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