Monthly Advisory
You don't have to figure it out alone.
Running a business can be lonely. Your team looks to you for answers, and there's rarely anyone to think out loud with. Monthly Advisory gives you an experienced advisor who gets to know your business, tells you the truth, challenges your thinking and helps you follow through.
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What it looks like
Regular strategy calls
Set time each month to step back, review progress and plan what's next.
A sounding board
Reach out between calls when something comes up and you want a second opinion.
Help with big decisions
Hiring, pricing, growth, a new location: think it through with someone who's been there.
Follow-through
We help you carry out your plan and keep it on track, month after month.
A typical month
Every plan is shaped around you. Here's an example of how a month often comes together.
Strategy call
Review progress and the numbers that matter, then agree on this month's priorities.
Check-ins
A quick call or email when a decision comes up and you want a second set of eyes.
Hands-on help
Support between calls, like preparing for a key meeting, shaping a plan or working through a problem with your team.
What clients bring to the table
Anything on your mind as a leader. Common topics include:
- Growth and sales
- Pricing and profitability
- Hiring and building the team
- Getting out of the day-to-day
- Systems and processes
- Putting AI to work
- Preparing to sell someday
- Big one-time decisions
Who it's for
- Owners who want a trusted advisor without hiring a full-time executive
- Businesses carrying out a Health Check or Exit Readiness plan
- Leadership teams who want an outside voice on a regular basis
How it works
- A set amount of time each month, so there are no surprise bills
- Plans sized to how much support you want
- Many clients start right after a Health Check or Exit Readiness Assessment
Want an advisor who keeps you sharp?
Let's talk about the kind of support that would help most.