Let's Start with a Conversation

No Pressure, Just Honest Conversation

Every business is different. The best way to determine whether our advisory approach aligns with your needs is a straightforward conversation about where you are and where you want to be.

Discovery Call

We start with a 15 minute Discovery Call to quickly determine whether there's alignment between your needs and our hands-on advisory approach.

Strategy Session

If we can help you, we'll then schedule you for a complimentary 1-hour Strategy Session to better understand your situation, your goals, and identify a few options for how we can help you move forward.

Thorough review of your business operations
Discussion on specific challenges and goals
Identify some quick wins for your business
Explore which of our services is best for your situation
Discuss what working together would look like
Answer any questions you have

This isn't a sales pitch. There's no pressure. If it's clear we're not able to help you, we'll be honest about that and point you toward alternatives that might better serve your needs.