What We Offer

Consulting built around where your business stands.

Every engagement begins with an honest assessment — then a strategy shaped to your goals, not a template.

01

Financial Positioning

We evaluate your business's current financial position and identify opportunities to improve credibility, stability, and long-term growth. Our approach creates a strong financial foundation that prepares your business for future funding and expansion.

What's Included

  • Comprehensive financial health assessment

  • Cash flow and profitability review

  • Financial statement analysis

  • Strategic recommendations for long-term stability

02

Capital Strategy

Accessing capital requires more than simply applying for funding. We help you develop a strategic funding roadmap that aligns with your business goals and positions you for successful financing opportunities.

What's Included

  • Funding readiness evaluation

  • Lending and financing strategy

  • Investor and capital planning guidance

  • Customized growth funding roadmap

03

Growth Advisory

As your business grows, your financial strategy should evolve with it. We provide ongoing advisory services to help you make informed decisions, optimize operations, and confidently scale your business.

What's Included

  • Business growth strategy sessions

  • Financial planning and forecasting

  • Operational performance guidance

  • Ongoing executive advisory support

Engagements

Ways we work together.

Three tiers of advisory support, structured around how much hands-on guidance your business needs.

Core Transformation

For business owners who want focused guidance on their financial positioning and a clear starting strategy.

$865 / 4 months

  • Initial financial positioning assessment

  • Monthly 1:1 advisory session

  • Core strategy roadmap

  • Email support between scheduled sessions (48-hour response time)

Metro 2 Transformation

A deeper engagement for business owners ready to actively work their strategy with closer, ongoing support.

$1,348 / 4 months

  • Everything in Core Transformation

  • Bi-weekly 1:1 advisory sessions

  • Ongoing strategy adjustments as your business evolves

  • Priority email support with faster response times

  • Customized action plans and accountability check-ins

Elite Transformation

Full-access advisory for business owners who want hands-on strategic partnership at every stage.

$1,765 / 4 months

  • Everything in Metro 2 Transformation

  • Weekly 1:1 advisory sessions

  • Direct access for questions between sessions

  • Priority scheduling, unlimited support, and executive-level strategic guidance

How Engagements Run

A clear path from first conversation to results.

Strategy Session

We start with a conversation about where your business stands and where you want it to go.

Assessment

A clear-eyed review of your current financial position and the gaps between it and your goals.

Strategy

A tailored plan built specifically for your business — never pulled from a template.

Execution

We stay hands-on as the plan is put into motion, adjusting as your business evolves.

Not sure which engagement fits?

Book a strategy session and we'll work out the right starting point together.

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Strategic financial consulting for businesses.