Consulting Services

Personal Consultation

Our personal consultation offers a practical, results-oriented approach to maximizing the profitability of your business.

Topics covered include fund acquisition, marketing business planning, growth, management, staffing, and strategic planning.
Sessions can include an overview of the current business or very specific challenges or opportunities.
Consultations are discreet and scheduled at the business owner’s convenience.
Personal consultations can be on-site or off-site depending on the business owner’s preference.
Initial consultations usually require 2 hours.
Consultations are billed on an hourly basis.

To schedule an on-site consultation, click here.

Telephone Consultation

Telephone consultations can offer valuable answers to questions that simply can’t wait for an on-site meeting. These sessions tend to be more specific. Personal consultations, on the other hand, cover a broad spectrum of issues.

Telephone consultations are the ideal solution for out-of-city or out-of-state business owners.
Telephone consultations offer quick response to time-sensitive questions.
Telephone consultations are billed on an hourly basis with a one-hour minimum.

To schedule a telephone consultation, click here.

Specific Business Services

Business Plan Review:

Business plans can challenge the most sophisticated business owners. While most business people rely on their business plan to attract funding, the true use of the business plan is to test the logic behind your business model, whether you’re seeking funding or not.

After purchasing software and books on the subject most people realize that nothing beats actual experience when it comes to writing a good business plan. Our business plan review streamlines the process for you. Writing a business plan is one thing---writing one that works is what really matters!

Confidentiality and non-disclosure agreements can be executed prior to business plan reviews.
Clients receive written evaluation notes and "action" list upon completion.
A business plan review is billed on an hourly basis.

To schedule a business plan review, click here.

Business Evaluations:

We will conduct a comprehensive assessment of your personal attributes, professional goals, business opportunities, and key growth strategies and tactics, all customized for your business. This evaluation is ideal for existing small businesses looking to expand to the next level or business owners frustrated with their pace of growth.

Many business owners seek outside help when considering the sale or purchase of an existing business. Often, the results of an evaluation can reveal the hidden potential or obstacles facing a buyer or seller. Our experience in evaluating businesses has helped many entrepreneurs avoid costly mistakes in purchasing an existing business.

Evaluation includes financials, marketing, operations, business strategies, management, and personnel.
Confidentiality and non-disclosure agreements can be executed prior to materials evaluation.
Business evaluations are billed on an hourly basis.

To schedule a business evaluation, click here.