Growth Business Advisory

Who this is for

An established business owner seeking more consistent strategic involvement while developing operations and pursuing growth opportunities.

Engagement objectives

• Evaluate growth opportunities.
• Strengthen organizational and operational priorities.
• Review management and delegation decisions.

What is included

• Up to eight advisory hours per month.
• Two scheduled advisory meetings.
• Business development planning.
• Organizational improvement discussions.
• Operational recommendations.
• Growth opportunity evaluation.
• Management and delegation guidance.
• Monthly progress review.
• Priority email communication.

Scope

• One business entity.
• Additional locations or extensive implementation are separately quoted.

Your deliverables

• Two scheduled advisory meetings within the monthly hour allocation.
• Monthly progress review.
• Business development and operational recommendations.

Scope & exclusions

• Unlimited access.
• Direct management or implementation.
• Legal, accounting, or tax services.
• Rollover of unused monthly hours.
• Additional projects without a separate statement of work.

Delivery timeline

Monthly engagement. Meeting lengths and schedule are agreed within the eight-hour monthly allocation.

Payment & engagement terms

Paid monthly in advance after an introductory conversation and signed advisory agreement. Monthly hours are limited to the selected package and do not roll over. Additional projects require a separate statement of work. Retainer cancellation requires 30 days’ written notice, subject to the signed agreement. Capacity is subject to availability.

Complete your service onboarding. Payment is required before services begin.