Three engagement options. One goal: financial clarity. Every engagement begins with a complimentary strategic assessment. If there is not a clear opportunity to create value, we will tell you directly.
No cost. 15 minutes. No obligation.
CLARITY FIRST
One-time engagement. Comprehensive diagnostic, 13-month rolling forecast of P&L, balance sheet, and cash flow, prioritized 0 to 90 day action plan, capital allocation model, written deliverable and presentation.
ONGOING OVERSIGHT
Monthly retainer. Monthly KPI and cash flow visibility, rolling 13-month forecast with performance monitoring, compensation and distribution alignment, CPA and advisor coordination.
EXIT FOCUSED
Monthly retainer plus priority access. Active exit and EBITDA positioning, owner, executive, and family structuring, strategic capital deployment, estate and wealth attorney coordination.
01 Diagnostic. We assess cash flow, compensation, entity structure, tax exposure, and capital allocation.
02 Strategic Blueprint. A structured plan with clear decision frameworks, defined trade-offs, a prioritized 90-day action plan, and a capital allocation model.
03 Execution and Oversight. Monthly or quarterly financial leadership: KPI visibility, rolling forecasts, compensation alignment, and coordination across your advisory team.
04 Partner Network. When execution requires specialists, we introduce wealth advisors, estate attorneys, and CPAs, and coordinate to keep everything aligned.
The Strategic Business Analysis investment ranges from $5,000 to $30,000, scoped to business size and complexity. The Owner Wealth Assessment can be added as a separate engagement. We lead with the ideal engagement and caveat that scope is subject to data availability.
The Keystone Value Creation Assessment™ audits your last 12 to 36 months and gives you a written summary whether you engage us or not. If there is not a clear opportunity to create value, we will tell you directly.