Executive-level advisoryDefined engagement periodsFixed fees. Written scope.
Service 01Flagship
Flagship Corporate Engagement
Executive Growth & Competitive Advantage
$15,00090-Day Executive Advisory Engagement
One fixed engagement fee. Not monthly.
Our most comprehensive corporate advisory engagement. Designed for established businesses seeking a stronger competitive position, profitable growth opportunities, and a practical strategy to compete more effectively.
Analyze competitors' pricing, services, market positioning, business models, and vulnerabilities using lawfully available information.
Business Structure Assessment
Evaluate organizational structure, operations, efficiency, and scalability.
Strategic Pricing Analysis
Identify opportunities to improve margins, pricing power, and market competitiveness.
Market Expansion Research
Assess new markets, customer segments, revenue opportunities, and expansion feasibility.
Competitive Leverage Strategy
Develop potential strategic advantages and stronger commercial negotiating positions.
Financial & Operational Diagnostics
Examine profitability, cash flow, expenses, and operational weaknesses.
Executive Growth Roadmap
Receive a customized strategy with priorities, objectives, and implementation milestones.
90-Day Executive Advisory
Structured strategic sessions, progress reviews, and implementation guidance during the defined engagement period.
What you receiveA competitive-position assessment, prioritized growth opportunities, and an executive roadmap with implementation milestones.
One fixed $15,000 fee for the defined 90-day engagement, not a monthly fee. Deliverables, session schedule, milestones, and payment dates are agreed in writing before work begins. Additional work or an extension requires a separate agreement.
Service 02Focused advisory
Focused Financial Advisory
Business Financial Optimization
$7,50060-Day Financial Advisory Engagement
One fixed engagement fee. Not monthly.
A focused engagement to understand your business's financial performance, identify unnecessary expenses, improve cash-flow management, and find opportunities to strengthen operational profitability.
Review operating results and financial patterns using company-provided records.
Cash-Flow Analysis & Forecasting
Map cash movement and develop forward-looking scenarios with clearly stated assumptions.
Expense & Cost Structure Assessment
Identify unnecessary expenses and evaluate fixed and variable operating costs.
Profitability & Margin Analysis
Review margin drivers and potential areas for improvement.
Working Capital Optimization
Evaluate receivables, payables, inventory, and liquidity needs where applicable.
Financial Risk & Efficiency Assessment
Identify operating financial risks, process gaps, and efficiency opportunities.
Financial Improvement Action Plan
Receive prioritized actions, responsibilities, and review milestones.
Scheduled Financial Advisory Sessions
Review findings and implementation questions on an agreed schedule during the 60-day period.
What you receiveA financial performance diagnostic, cash-flow scenarios, and a prioritized financial improvement action plan.
One fixed $7,500 fee for the defined 60-day engagement, not a monthly fee. Deliverables, session schedule, and payment dates are agreed in writing before work begins. Additional work or an extension requires a separate agreement.
At a glance
Choose the right scope.
Compare the two fixed-fee corporate advisory engagements.
Engagement
Executive GrowthFlagship / 90 days
Financial OptimizationFocused / 60 days
Total fee
$15,000
$7,500
Primary focus
Competitive strategy + financial and operational review
Financial performance + cash-flow planning
Best fit
Established businesses evaluating growth, expansion, pricing, and competitive positioning.
Businesses seeking a focused review of costs, cash flow, margins, and working capital.
