CEO FINANCIAL ADVISOR™ | Private Strategic Advisory Retainer

$1,500.00

Targeted strategic guidance when you need it.

Private Strategic Advisory is designed to help you work through an immediate priority, important decision or next stage of growth.  It is designed for individuals, CEOs and business owners seeking a strategic outside perspective and practical guidance tailored to their business.

AREAS WE MAY WORK ON

  • Business strategy and priorities

  • Organizational structure

  • Roles, responsibilities and delegation

  • Hiring and capacity decisions

  • Goal setting and strategic planning

  • Client segmentation and service model

  • KPIs and Scorecard development

  • Growth opportunities

  • A specific business challenge, opportunity or decision

HOW WE WORK TOGETHER

We focus our time where it can provide the greatest value by bringing an outside perspective, strategic guidance, tools and experience to help you gain clarity and move forward.

PRIVATE STRATEGIC ADVISORY
Investment: $1,500

Specific engagement details are outlined in your Strategic Advisory Retainer Agreement.

Targeted strategic guidance when you need it.

Private Strategic Advisory is designed to help you work through an immediate priority, important decision or next stage of growth.  It is designed for individuals, CEOs and business owners seeking a strategic outside perspective and practical guidance tailored to their business.

AREAS WE MAY WORK ON

  • Business strategy and priorities

  • Organizational structure

  • Roles, responsibilities and delegation

  • Hiring and capacity decisions

  • Goal setting and strategic planning

  • Client segmentation and service model

  • KPIs and Scorecard development

  • Growth opportunities

  • A specific business challenge, opportunity or decision

HOW WE WORK TOGETHER

We focus our time where it can provide the greatest value by bringing an outside perspective, strategic guidance, tools and experience to help you gain clarity and move forward.

PRIVATE STRATEGIC ADVISORY
Investment: $1,500

Specific engagement details are outlined in your Strategic Advisory Retainer Agreement.