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CLARITY
A Trusted Space to Think Boldly and Strategically
Regular advisory meetings with an experienced CFO peer who helps you think through what matters most—without politics, pressure, or risk.
CLARITY
A Trusted Space to Think Boldly and Strategically
Regular advisory meetings with an experienced CFO peer who helps you think through what matters most—without politics, pressure, or risk.
Leading From the Top
Can Be Lonely
As a business owner or executive, you carry the weight of every major decision. You shape the future for your employees, your investors, and yourself. The pressure is constant. The stakes are high.
Yet finding a place to have open, unfiltered, and qualified conversations is even harder. Your leadership team looks to you for answers. Your family wants you present, not preoccupied. Your board expects results.
Where do you go when you need to think out loud? When you need a sounding board who understands the financial and strategic realities of running a business?
Leading From the Top
Can Be Lonely
As a business owner or executive, you carry the weight of every major decision. You shape the future for your employees, your investors, and yourself. The pressure is constant. The stakes are high.
Yet finding a place to have open, unfiltered, and qualified conversations is even harder. Your leadership team looks to you for answers. Your family wants you present, not preoccupied. Your board expects results.
Where do you go when you need to think out loud? When you need a sounding board who understands the financial and strategic realities of running a business?
The Power of Thinking Out Loud
You know your business better than anyone. But the best ideas do not emerge fully formed—they start as seeds of thought. The power of thinking out loud is that it transforms those seeds into something real.
When you speak an idea, challenge, or opportunity out loud and someone asks the right questions, one of two things happens: either that seed grows into an actual plan with clarity and momentum, or it gets set aside—which is just as powerful. But neither can happen until you say it out loud and are questioned on it.
Clarity comes from having a regular cadence with a peer who has executive-level financial insights and real-world experience. Someone with whom you can think out loud—where ideas, challenges, and opportunities can be explored freely, without politics, posturing, or risk.
Confidential Environment
No Judgment.
No Agenda.
Just Open Discussion.
Financial Clarity First
Thorough financial statement review so you always know where you stand.
Strategic Support
Beyond the numbers, we talk through your ideas of growth, risk, opportunity, and execution.
Consistent Cadence
Regular meetings create momentum, accountability, and progress.
The Power of
Thinking Out Loud
You know your business better than anyone. But the best ideas do not emerge fully formed—they start as seeds of thought. The power of thinking out loud is that it transforms those seeds into something real.
When you speak an idea, challenge, or opportunity out loud and someone asks the right questions, one of two things happens: either that seed grows into an actual plan with clarity and momentum, or it gets set aside—which is just as powerful. But neither can happen until you say it out loud and are questioned on it.
Clarity comes from having a regular cadence with a peer who has executive-level financial insights and real-world experience. Someone with whom you can think out loud—where ideas, challenges, and opportunities can be explored freely, without politics, posturing, or risk.
Confidential Environment
No Judgement.
No Agenda.
Just Open Discussion.
Financial Clarity First
Thorough financial statement review so you always know where you stand.
Strategic Support
Beyond the numbers, we talk through your ideas of growth, risk, opportunity, and execution.
Consistent Cadence
Regular meetings create momentum, accountability, and progress.
Choose the Cadence
That Fits Your Needs
All packages include financial statement preparation and review.
From there, you choose how often you want to meet.
Foundation
1 Meeting Per Month
starting at
$500
monthly
most popular
Momentum
2 Meetings Per Month
starting at
$800
monthly
Catalyst
Weekly Meetings
starting at
$1,200
monthly
Pricing is based on a 12-month contract. Prices vary depending on size of business and complexity of the financial statements.
On-Demand Option Available
Not ready for a 12-month commitment?
Want a less frequent candence?
Purchase individual sessions as needed.
Choose the Cadence
That Fits Your Needs
All packages include financial statement preparation and review. From there, you choose how often you want to meet.
Foundation
1 Meeting
Per Month
starting at
$500
monthly
most popular
Momentum
2 Meetings
Per Month
starting at
$800
monthly
Catalyst
Weekly Meetings
starting at
$1200
monthly
Pricing is based on a 12-month contract. Prices vary depending on size of business and complexity of the financial statements.
AVAILABLE
On-Demand Option
Not ready for a 12-month commitment?
Want a less frequent candence?
Purchase individual sessions as needed.
Built for Leaders Who Think Deeply and Act Decisively
Business Advisory is designed for business owners and executives who understand that great decisions are not made in isoliation. You value insight, perspective, and a trusted peer who has been in the seat before.
It is Time for More Clarity
Stop carrying the weight alone. Start thinking boldly and strategically with a trusted peer who understands what it takes to lead from the top.