Strategic Management Services

Collaborate with us to plan your goals and elevate your business! From helping to set (or affirm) your business vision and plan, to developing strategies and execution tactics, we work with you to turn your ideas to reality. These strategic management principles can be used for multiple aspects of your business.

Strategic Planning

What does the road ahead have in store for you? Without a quantified plan, you may lose sight of your envisioned destination, but with our strategic planning services, we can help you better determine the road to success.

Many businesses start with a business plan, cashflow forecast, and budget that ‘sits on the shelf’. We turn these into real, living, ‘powerhouse’ tools to energize and drive your path forward while keeping you safe.

With our help, we turn planning into a process you will genuinely enjoy working towards.

Good Company Makes the Journey Easy

Our Strategic Management Services

Business Process Reorganization

Is your business performing as well as you’d like? Are you struggling to grow your business?

The main reason people choose to reorganize their business processes is simply that something is broken – usually because what worked when you were smaller doesn’t necessarily work once you’ve grown.

Broken often means:

You’re spending too much time and effort to keep the process working
Your results are inconsistent
You’re applying band-aids to keep things going
Your staff doesn’t get it, they don’t get it right, or they may not understand what they are trying to achieve

If you’re facing similar challenges, we are here to help. We have the knowledge and experience to reorganize your business processes for optimal results!

On-call Strategic Financial Advice

We’re here for you whenever you need us!

Many times you will never know when a problem is about to arrive on your doorstep. Not only is a problem shared a problem halved, as your Strategic Financial Management team member, we’re here to decode, deescalate and find the way forward with you. We’re also here to lend an ear to what you’re experiencing! After fixing it with you, we’ll help you ensure the problem doesn’t happen again moving forward.

Board of Advisor Services

Are you unsure where your problem is and how you can solve it?

You can rely on us to help you make sense of your challenges! We have acted as board and CEO advisors to many diverse organizations, providing impartial advice, analysis, and information on all aspects of their business.

With us, you can be sure that your bases are covered! We specialize in helping businesses with growth planning and projections, results analysis, and sales compensation design, translating this into a “board ready” format.

SBA Loan Services

Getting an SBA Loan can be daunting, but we’re here to help you in the right direction!

When applying for an SBA loan over $350k, you will have to put your best foot forward and act fast. This can be challenging for business owners unfamiliar with the paperwork and application process. We’re here to simplify this process. (and we’ll get it done in UNDER A WEEK!)

We’ll work with you, and your prospective loan provider to:

…and turn this from a “chore” to the best investment you ever made.

Get Your Custom Plan

Because we customize a plan that’s right for you, we want to know a little about you first. Leave us your information, and we’ll get back to you quickly to set up a time to chat.