Advisory Services: Your Business GPS

Steer your business toward success with our Advisory Services. Think of us as your dedicated business GPS, offering ongoing strategy advice, business modeling, operations, financials, and recruitment guidance. We're with you every step of the way, providing a mirror for your ideas, a sounding board for your plans, and a source of accountability to keep you on track. And for those in-depth discussions? We're here for deep dives, ready to plunge into specific topics to make your journey smooth.

Startup Advisory Program

  • Bi-weekly (every two weeks) 1-hour Zoom sessions.

  • Agenda set by the client and shared at least 24 hours in advance of the call. Advisor can also suggest topics if desired.

  • Prep work and/or follow-up research and communication.

  • Availability for up to two additional hours of ad hoc questions / discussion as needed.

  • Starts at $1,000/mo.

Startup Fitness Program

  • Bi-weekly (every two weeks) 1-hour Zoom sessions.

  • Monthly topics (see below) selected collaboratively.

  • Agenda and pre-meeting research set by Advisor, with input from Client.

  • Availability for up to four additional hours of ad hoc questions / discussion as needed.

  • Starts at $2,000/mo.

Advisory Topics

    • Intake Interview

    • Build or refine a 36-mo Pro Forma

    • Surface or Define KPIs: Sales Trend, Gross Profit %, CAC, Customer LTV

    • Clearly identify financial levers

    • P&L Review

    • Debt / Cash on hand

    • Profit Focus

    • “Hard Nosed CFO” Spending Review

    • COGS / Gross Profit calculation

    • “Use The Whole Buffalo” Product Ideas

    • Product Evolution map

    • eCommerce site evaluation

    • Systems integrations

    • Payment provider setups

    • Technology Review and Options

    • Process Review and Improvement

    • Partner Review and Options

    • Systems Map

    • Data Map

    • Technology Evolution Map

    • Generating Ideas

    • Rapid Creative

    • Discussion Bots

    • Role Descriptions

    • Reviews and Employee Development

    • Compensation Benchmarking

    • Defining Processes

    • Documentation Approach and Tools

    • Documentation Plan

  • "The fastest way to change yourself is to hang out with people who are already the way you want to be."

    Reid Hoffman