Advisory Services

Business Strategy & Advisory Services

Five tiers of advisory — from a single diagnostic to full transaction support. Each one built for where you are right now.

How Engagements Are Structured


Every business is at a different stage. The tiered model means you get exactly the level of support you need — nothing more, nothing less — with a clear path to scale up when you are ready.

Tier 1

Growth Diagnostic

A structured assessment of your business — where you stand, what is working, what is not, and what needs to happen next. The diagnostic gives you a clear-eyed view of your current position and a prioritized roadmap for what comes after. No fluff, no generic frameworks. Every finding is specific to your business, your numbers, and your market.

What's Included
90-minute discovery session
Business model assessment
Financial health review
Growth opportunity identification
Written diagnostic report (15-25 pages)
30-minute follow-up session
Ideal For
Inflection points Pre-raise clarity Expansion planning Pivot assessment
Investment $3,500 – $7,500
Timeline 2–3 Weeks
Deliverable Written Report
Get Started
Tier 2

Growth Strategy Retainer

Ongoing strategic advisory — the equivalent of having a fractional Chief Strategy Officer in your corner. You get a dedicated advisor who knows your business, sits in on the decisions that matter, and builds the materials that move the needle. Not a monthly check-in. A working relationship with real deliverables and real accountability.

What's Included
Regular strategy sessions
Financial model development
Growth planning & execution support
Board & investor preparation
Competitive intelligence
Deliverable support & priority access
Ideal For
Active growth mode Capital event prep Strategic transition
Investment $5K – $12K/mo
Minimum 3 Months
Cadence Weekly / Biweekly
Get Started
Tier 3

Capital Event & Transaction Advisory

End-to-end support for capital raises, acquisitions, joint ventures, and corporate transactions. From structuring the deal to preparing the materials to coordinating due diligence, you get an experienced hand at the table who has been through these processes from both sides — as an operator raising capital and as an advisor guiding the transaction.

What's Included
Transaction structuring
Financial modeling
PPM & offering document prep
Operating agreement drafting
LOI preparation
Investor presentations
Due diligence coordination
Capital raise strategy
Ideal For
Raising capital Acquisitions Joint ventures Significant transactions
Investment $15K – $50K+
Timeline 4–12 Weeks
Deliverable Full Package
Get Started
Tier 4

Startup Materials Package

Everything a growth-stage business needs to raise capital or pursue a strategic opportunity — built as a complete, cohesive set of investor-ready documents. Not a template pack. Every element is custom-built around your business, your financials, and the story that will resonate with the people writing the checks.

What's Included
Pitch deck (15–20 slides)
Business plan (30–50 pages)
3-scenario financial model
Executive summary
Competitive landscape analysis
Optional PPM / operating agreement
Ideal For
First / second round SBA loans Institutional partners
Investment $8K – $20K
Timeline 3–6 Weeks
Deliverable Complete Package
Get Started

Compare All Tiers


A side-by-side view to help you find the right fit.

Diagnostic Retainer Transaction Startup Pkg Sprint
Starting Price $3,500 $5,000/mo $15,000 $8,000 $997
Timeline 2–3 weeks Ongoing 4–12 weeks 3–6 weeks 48 hours
Strategy Sessions Discovery + follow-up Weekly / biweekly As needed Discovery + review
Financial Model 3-scenario Add-on
Written Report 15–25 pages As needed 30–50 pages Per deliverable
Revisions 1 round Unlimited Included 2 rounds 1 round
Best For Clarity & direction Ongoing growth Capital events Investor-ready docs Speed & precision

Not Sure Which Tier Is Right?


Start with a conversation. I'll help you identify the right engagement scope based on where your business is and what you're trying to accomplish.

Schedule a Consultation