ServicesAll work begins with an evaluation of your business and your relationship to it.
Business Evaluation
Most owners are spending time and energy on outcomes without clear visibility into and understanding of the infrastructural, operational, or behavioral patterns creating them.
The Business Evaluation diagnoses underlying dynamics and distinguishes symptoms from root causes.
It surfaces where operational infrastructure, stage of development, owner behavior, and stated goals are working against one another. I identify risks, opportunities, constraints, and the patterns shaping the business's current trajectory.
The evaluation establishes a clear understanding of how the business is operating and identifies the highest-leverage opportunities for change.
Intake
You complete a questionnaire before the session. It captures a snapshot of the business, how you operate inside it, and what you want it to support. The intake focuses the session and ensures the time is used efficiently.
Session
90 to 120 minutes. Live, on camera.
The session is a structured diagnostic conversation. The intake and my experience determine where the conversation starts, but the direction evolves as I gain a deeper understanding of you and your business.
The purpose of the session is information gathering and diagnosis, not live problem-solving. Final findings, conclusions, and recommendations are provided afterward through the written evaluation.
Evaluation
A written evaluation is delivered via email after the session. The document includes:
- In-depth evaluation of the business's current stage and whether the operational infrastructure, business model, owner behaviors, and available capacity are aligned with what that stage requires
- Primary structural, operational, and ownership constraints
- Your role in those constraints
- Where current operations conflict with stated goals, available capacity, stage requirements, or next stage readiness
- Highest-leverage priorities and opportunities and why they matter
- Risks if nothing changes
- Recommendation for continued work if appropriate
Pricing ranges from $800 – $2,500 depending on the size and complexity of the business.
Ongoing Advisory Services
Ongoing Advisory Services focus on where the greatest impact can be made for your life and your business based on the Business Evaluation.
Areas of focus may include:
Your Business
- Operational Infrastructure
- Support through growing pains
- Hiring strategy and future hiring planning
- Employee training and delegation
- Pricing strategy
- Business model evolution
- Customer and client positioning
You
- Capacity and energy allocation
- Confidence and leadership identity
- Goal setting and strategic direction
- Personal and professional boundaries
- Relationship with money and the business itself
Advisory Services are highly contextual. There is no standardized approach because no two businesses or owners are the same.
Scope, structure, and pricing are determined by the nature of the work and the level of support required. Engagements are typically project-based and/or episodic, adapting as you and your business evolve over time.