Finance is one area that always seems to present a challenge for entrepreneurs. Although most business owners are proficient in their craft and trade, the areas of financial analysis, reporting, and mathematics can be a bit intimidating for most. A lack of understanding of financial strategy and analysis has many consequences including lower profitability, inadequate budgeting, an absence of forecasting and planning, inaccurate capital allocation, and numerous operational inefficiencies. If you've ever felt lost or confused when it comes to the numbers part of your business, you're not alone. We provide the financial discipline, strategy, and rigor necessary to help entrepreneurs and small business owners gain a firm grasp of their companies.

Examples Include

  • Financial Strategy Development
  • Financial Statement Analysis
  • Investment Analysis
  • Financial Ratio Analysis
  • Forecasting
  • Capital Needs Assessment
  • Restructurings
  • Development of Financial Statements
  • Capital Budgeting & Planning
  • Project Comparison Analysis
  • Budget Development & Implementation
  • Capital Allocation
  • Financial Structuring
  • Debt vs. Equity Analysis

Packages & Pricing

Once the finance project parameters, scope, and outcomes have been defined, then a flat fee will be established. This gives the client certainty with respect to the total cost. This structure works best when the finance project can be clearly defined with little uncertainty and few unknowns.

Flat Fee


An hourly fee structure works best on finance projects where the client wants added flexibility to achieve the desired outcome. Larger finance projects, increased uncertainty, and more unknowns are scenarios where hourly fees make the most sense. This format can still be framed with an estimated total cost in order to allow the client to work within a budget.

Success Fee

In this unique structure the fee is based on a specified and pre-determined outcome for the finance project. Typically, the strategist is not paid unless the outcome is achieved, and then the payout is usually calculated as a percentage of a measurable end result. Success fee pricing shifts the risk onto the strategist, but with the client willing to share in the upside of the outcome. This format works best where both parties are willing to take on these roles, and where the parameters and goals can be clearly defined.

Volume Pricing

Volume pricing is available for clients with multiple finance projects or for those that wish to establish an ongoing relationship. For example, some clients know in advance that they will have a set amount of monthly or quarterly work or a certain number of finance projects per year that they wish to address. If you have similar needs, please inquire about volume pricing.
Due to the highly customized nature of finance related projects, an individual price quote is necessary. Please click the link on this page to schedule a free consultation, or send us a message to describe your project in more detail.

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