For Advisory Practices

Your clients ask the strategic questions. You shouldn't have to answer them alone.

"Should I hire?" · "Can I expand?" · "Am I priced right?"

StratBear gives your clients data-driven answers—so you stay the trusted advisor.

Let's Talk → 20-minute conversation · No pitch
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Better Than ChatGPT

Your clients get answers, not frameworks—because we know their numbers.

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Protect Their Profit

60 experts in the room before every decision. No more gut-feel gambles.

Bespoke Insights

Every answer built for their specific situation—not generic best practices.

The gap in every advisory practice

Your clients trust you with their numbers. But when they ask "Should I hire in March or June?"—that's not a numbers question. It's a strategy question.

And strategy takes time you don't have.

You can:

  • Spend 4 hours on custom analysis (unbillable)
  • Give a gut answer (risky)
  • Say "that's outside my scope" (unsatisfying)

Or you can use StratBear.

Strategic intelligence, powered by their data

StratBear connects to your client's financials and delivers answers—not frameworks.

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Decision Analysis

"Should I hire?" answered with their actual cash flow, competitive position, and growth trajectory.

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Weekly Briefings

Strategic insights delivered automatically—in your voice, under your brand if you choose.

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Scenario Planning

"What if I raise prices 10%?" "What if I delay hiring?" Three paths, grounded in their numbers.

On-Demand Answers

Your clients ask questions 24/7. StratBear answers—so you don't have to.

Why advisors partner with us

Add strategic services without adding headcount.

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New Revenue Stream

Add $200-500/month per client in advisory revenue—without additional work.

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Time Back

Stop spending hours on one-off analysis. StratBear does it in minutes.

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Deeper Relationships

Move from "numbers person" to "strategic partner." Increase retention and referrals.

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Your Brand, Your Price

White-label options let you own the relationship completely.

Built around your practice

Every advisory practice is different. We offer multiple ways to work together.

Referral

You introduce. We deliver. You earn.

  • Revenue share on every client you refer
  • We handle billing, onboarding, and support
  • You stay informed on client progress
Best For

Advisors who want passive income without operations

Volume

One relationship. One invoice. Multiple clients.

  • Discounted per-seat pricing for 10+ clients
  • Centralized dashboard for your whole book
  • Priority support and custom onboarding
Best For

Firms scaling strategic services across their practice

Not sure which model fits? Let's design something that works for your practice.

Schedule a Conversation →

From introduction to intelligence in 48 hours

Getting started is simple.

1

We Talk

20-minute call to understand your practice, your clients, and your goals.

2

We Design

Together, we choose the partnership model and pricing structure that fits.

3

You Introduce

Warm handoff to your first client. We handle onboarding and setup.

4

They Decide Better

Your client gets strategic answers. You get credit (and revenue).

5

Repeat

Add clients as it makes sense. No minimums. No pressure.

The Platform

This isn't a ChatGPT wrapper. It's decision intelligence built for small business strategy.

Your Client's Data

  • QuickBooks / Xero
  • Bank feeds (Plaid)
  • POS systems
  • Industry benchmarks

Strategic Intelligence

  • Multi-model AI architecture
  • RAG-powered knowledge base
  • Competitive monitoring
  • Scenario modeling

We connect to their actual financial systems—so when they ask "Should I hire?",

the answer is grounded in their cash flow, their seasonal patterns, their competitive position.

Who Built This

  • Corporate strategy at Johnson & Johnson
  • Strategic planning at the NFL
  • Strategy training at Oxford
  • Founder, Alpine Distilling
  • Park City Chamber Board
"I brought Fortune 500 strategy tools to my distillery. But meeting other small business owners, I realized most were flying blind on critical decisions—and their survival matters to our communities. I built StratBear so every owner has access to the same strategic intelligence I had at J&J."
— Rob, Founder

"Isn't this just ChatGPT?"

Your clients will ask. Here's your answer.

ChatGPT

  • • Knows everything about business strategy
  • • Knows nothing about YOUR client
  • • Gives frameworks and "it depends"

Q: "Should I hire in March or June?"

A: "It depends on your cash flow and growth trajectory."

StratBear

  • • Connects to their actual financials
  • • Monitors their competitive landscape
  • • Gives specific, grounded answers

Q: "Should I hire in March or June?"

A: "Based on your 13-week forecast, June gives you 40% more runway. Here are three scenarios."

The math for your practice

Real numbers on both sides of the equation.

Your Client's Risk

  • One bad hire: $15,000
  • One wrong expansion: $50,000
  • One pricing mistake: 10% margin erosion

Your Opportunity

  • $200-500/mo per client in advisory revenue
  • 80% less time on ad-hoc analysis
  • Deeper relationships = better retention

Example: 10 Clients

$36K

per year in new recurring revenue—without adding headcount

Common questions

Do my clients know about StratBear?

That's up to you. With white-label, they see your brand only. With referral, they know we're powering the platform—but you're still their advisor.

What if my client already uses QuickBooks or Xero?

Perfect. StratBear connects to their existing accounting software. No migration required.

How much time does this take me?

After initial setup, almost none. StratBear handles the analysis. You handle the relationship.

What's the minimum commitment?

None. Start with one client. Add more when it makes sense.

Can I see it before I commit?

Absolutely. We'll walk you through a live demo with sample data—or your own.

Let's design your partnership

20 minutes. No pitch. Just a conversation about whether this makes sense for your clients.

Schedule a Call →