The Connection Between
Strategy and Cash Flow
The statistics are sobering. But there's a pattern to successā
and it starts with two foundations most businesses ignore.
Small businesses fail because they run out of cashānot because they lack great ideas or hardworking teams.
Most business owners operate without a clear strategic foundation, making decisions reactively instead of strategically.
The Four Interconnected Pieces
Strategy unlocks Competitive Moats. Moats unlock Freedom. Cash Flow fuels Strategy. It's a cycleāand you need all four pieces working together.
Moats
Strategy creates defensible positioning. Moats protect your market position. Freedom gives you confidence to act. Cash Flow funds your next strategic move.
Once you see this pattern, you can't unsee it.
What's Included in EVERY Plan
Comprehensive strategic intelligence from day one
Strategic Foundation⢠Report
COMPREHENSIVE STRATEGIC INTELLIGENCE
- 24-point comprehensive business profile
- 5 strategic frameworks (Purpose, TUNA, PESTEL, Porter's, Blue Ocean)
- Pearl Hunting⢠cross-framework synthesis
- 90-day phased implementation roadmap
- ~45 pages of bespoke strategic intelligence
Fusion Intelligence⢠Chatbot
ASK ANYTHING, GET CONSULTANT-LEVEL ANSWERS
- Ask strategic questions anytime
- Automatic access to your business context
- Powered by Fusion Intelligenceā¢
- Personalized to YOUR business data
- Not generic - bespoke intelligence
Economic Intelligence
REAL-TIME DATA, NOT GUESSWORK
- Federal Reserve economic data (GDP, inflation, unemployment)
- Market intelligence tracking
- Employment trend analysis
- Economic trend alerts
- Industry-specific intelligence
Competitive Intelligence
MONITOR NAMED COMPETITORS
- Competitive landscape monitoring
- Sentiment analysis tracking
- Named competitor tracking
- Dissatisfied customer identification
- Competitive advantage insights
The Hidden Cost of Poor Decisions
Leading research reveals how much bad strategic decisions are costing your business right now
"SMBs lose an average of $290K annually due to delayed strategic decisions and poor market timing"
BDO's analysis shows that businesses without predictive capabilities react to market changes 60 days too late, costing them significant revenue opportunities.
"Executives spend 47 hours monthly in strategic meetings with incomplete data, costing $180K annually in wasted time"
Oxford research shows that businesses using Fusion Intelligence reduce decision time by 73% while improving accuracy.
"87% of business failures can be traced back to poor strategic decisions made with incomplete market intelligence"
HBR analysis reveals that companies using predictive intelligence spot market threats 90 days earlier than competitors, preventing costly failures.
"Companies using predictive intelligence outperform peers by 73% in revenue growth and 23% in profitability"
McKinsey data shows that businesses with Fusion Intelligence make decisions 5x faster and achieve 127% better ROI on strategic investments.
What Poor Decisions Are Costing You
Decision Delays Cost Money
Every month you delay strategic decisions costs your business $23K+ in lost opportunities and market positioning
Meeting Waste Epidemic
47 hours monthly in strategy meetings without data equals $180K annually in executive time waste
Competitor Blindness
87% of strategic failures happen because businesses see competitor moves 60-90 days too late
Poor Decision ROI
Businesses using gut feelings instead of data see 23% lower returns on strategic investments
Strategic Foundationā¢
9 proven frameworks from Ikigai to Blue Ocean Strategy that build competitive advantage competitors can't replicate
Ikigai Purpose Statement
Discover your "reason for being"āthe intersection of what you love, what you're good at, what the world needs, and what you can be paid for.
PESTEL Analysis
Understand Political, Economic, Social, Technological, Environmental, and Legal forces shaping your industry.
Porter's 5 Forces
Analyze competitive rivalry, supplier power, buyer power, threat of substitution, and threat of new entry to understand your market position.
TUNA Analysis
Navigate Turbulent, Uncertain, Novel, and Ambiguous market conditions with strategic frameworks built for chaos.
Blue Ocean Strategy Canvas
Create uncontested market space by identifying which factors to eliminate, reduce, raise, and create in your industry.
Competitive Intelligence
Track named competitors with Google Places integration, market positioning analysis, and strategic move monitoring.
Financial Story Modeā¢
Bi-monthly financial health reports + monthly executive summaries that weave your strategy into every number
Bi-Monthly Financial Health Reports
Automated reports every two months that analyze your P&L, balance sheet, and cash flow through the lens of your strategic goals.
Monthly Executive Summaries
One-page strategic synthesis delivered monthly: What happened, why it matters, and what to do nextāwritten for CEOs, not accountants.
Complete SMB Accounting
Chart of accounts, journal entries, general ledger, invoicing, bills, P&L, balance sheet, cash flow statements. Replace QuickBooks with intelligent accounting.
Fusion Intelligence⢠Analysis
Federal Reserve economic data + Fortune 500 frameworks + your business reality = insights that tell you what's coming, what to do, and when to act.
Plaid + QBO + Xero Integration
Connect your bank accounts via Plaid or sync QuickBooks Online or Xero data. Your financial story updates automatically as transactions flow in.
Strategy-Driven Insights
Every financial metric is analyzed through your Strategic Foundationāsee how your numbers align with your Ikigai, competitive moats, and Blue Ocean strategy.
Two Paths to Strategic Advantage
Build your competitive foundation or run your entire business with strategic intelligence
Strategic Foundation⢠Package
Build competitive differentiation from the ground up with 9 proven frameworks
- Ikigai Purpose Statement Creation
- Fusion Intelligence⢠Analysis
- Scenario Planning & Testing
- PESTEL Analysis Framework
- Porter's 5 Forces Analysis
- TUNA Analysis (Turbulence)
- Blue Ocean Strategy Canvas
- Competitor Intelligence
- Market & Location Analysis
Starting at $699/year
Full Business Intelligence Platform
Complete strategic + financial intelligence in one unified platform
- All Strategic Frameworks Above
- +Accounting & Invoicing
- Financial Health Dashboard
- Chart of Accounts Management
- Financial Story Modeā¢
- Cash Flow Intelligence
- Automated Executive Reports
- Real-Time Business Metrics
Starting at $299/month or $2,990/year
Strategic Intelligence Insights