Business Consulting Packages

You've got the idea and the drive, but turning a business plan into a functioning company — entity structure, initial accounts, first hires, first systems — eats months you don't have. We sit with you from day one, build the financial and operational scaffolding your business actually needs at its size today, and get you trading instead of still planning six months in.

You can see sales coming in, but you can't say with confidence whether this month was actually profitable, or which part of the business is carrying the rest. We build the reporting and forecasting that turns your day-to-day numbers into decisions — what to cut, what to double down on, and what cash you'll actually have in 90 days.

Multiple properties, equipment, or holding entities usually means a tax picture nobody's actually optimizing — you're filing correctly, but you're probably overpaying. We map every asset group against the tax treatment it should get, restructure where it's costing you, and keep that structure current as you acquire or dispose of assets.

Cash sitting in a business account earning nothing while you plan "someday" to invest the surplus is a decision too, just an expensive one. We build an investment plan sized to your actual cash flow forecast — what the business can commit without starving operations — and manage it against your real liquidity needs, not a generic model portfolio.

One-off advice ages fast; the plan that made sense at $500K in revenue doesn't fit at $2M, and most business owners find that out the hard way, after a bad quarter. An ongoing relationship, not a one-time report — we revisit your numbers and strategy on a set cadence so the plan keeps pace with the business instead of falling behind it.

You have a new product or service idea and genuine conviction it'll work — conviction isn't the same thing as a number that proves it. We run the real math before you commit capital: market size, unit economics, break-even timeline, and the downside case, so the decision to launch is informed instead of hopeful.

Commercial or investment property held inside a business is one of the most commonly mismanaged assets — depreciation, cost segregation, and disposal timing get left on autopilot. We actively manage the property as a financial asset, not just a line on the balance sheet — correct depreciation treatment, disposal timing, and a tax strategy specific to how your business actually holds real estate.

Most businesses find out their coverage or compliance was wrong at the worst possible moment — mid-claim, or mid-audit. We review what you're actually exposed to, close the gaps in coverage and regulatory filings before they become a claim or a fine, and keep that review current as the business and the rules around it change.

Something in the numbers doesn't add up — a partner dispute, a suspected internal loss, figures that don't reconcile the way they should — and you need answers that hold up, not a guess. We trace the operating financials line by line to find exactly where the discrepancy lives and document it in a way that stands up in a partner conversation, an audit, or litigation.

A product or service already launched isn't performing the way the original projections said it would, and nobody can say definitively whether the assumptions were wrong or the execution was. We go back through the original feasibility assumptions against what actually happened, isolate where reality diverged from the model, and give you a defensible answer — not a hunch — on what to fix or shut down.

An investment inside the business — a stock position, a fund allocation, a partner's managed account — isn't performing as reported, or you suspect it was handled incorrectly. We reconstruct the investment's actual performance and decision history against what was represented, and give you documented findings you can act on, whether that's a correction, a reallocation, or a formal dispute.

There's grant funding and capital you likely qualify for, but finding it, qualifying for it, and allocating it correctly once you have it is its own specialty most businesses don't have in-house. We identify the grants and capital sources your business actually qualifies for, manage the application, and build the allocation plan so the capital goes to work instead of sitting unused or misallocated.

At a certain size, the business itself is the largest asset in your personal portfolio, but almost no one manages it that way — it's run like an operating company and ignored like an investment. We manage the business as part of your total wealth picture — ownership structure, distributions, reinvestment, and exit planning — the same discipline we apply to an investor's portfolio, applied to the company you built.