Fewer decisions. More confidence.

We're not here to help you do more stuff faster.
We're here to help you decide what's actually worth doing.

Stage 1: Strategic Foundation

Building your decision-making framework

Before we can help you decide, we need to understand your business the way you understand it. This isn't a questionnaire — it's a partnership.

First

Discovery & Market Reconnaissance

We learn your business. Your market. Your competitors. What you're building and what winning looks like for you.

You'll receive a full market intelligence briefing:

  • Your reputation — what customers are saying
  • Your competitors — their reviews, their moves, their gaps
  • Your market — economic signals, local trends, what's coming

This alone is worth the conversation.

Second

Strategic Foundation Build

Working sessions where we define:

  • What you're building — your goals, your timeline
  • How you win — your competitive position, your advantages
  • Your risk tolerance — cautious or aggressive, and why
  • Your decision criteria — what matters when it's time to choose

This becomes the lens for every decision going forward.

Third

Stress Test & Scenario Planning

We pressure-test your strategy:

  • What happens if a competitor opens nearby?
  • What happens if your biggest customer leaves?
  • What happens if the market shifts?

You'll know where you're strong and where you're exposed.

The Deliverable

A complete Strategic Foundation document. Your strategy. Your positioning. Your decision-making framework. Yours to keep forever — even if you never work with us again.

Stage 2: Ongoing Intelligence

After your foundation is built

Once we know your business, we keep watching. Your market. Your competitors. Your numbers. Your opportunities.

Weekly Voice Briefing

Everything happening around your business that matters. Your reputation. Competitor movements. Market signals. 60 seconds. Delivered by voice. While you make coffee.

Monthly Executive Summary

Your strategy stress-tested against reality. What's working. What's changing. What to watch. What to do next.

Unlimited Questions

"Should I hire?" "Can I raise prices?" "Is this the right move?" Ask anything. Get YOUR answer — not a framework. Three paths that fit your situation. You decide.

Cash Flow Intelligence

When you're ready to connect your financials: 13-week forecasts. Runway visibility. Early warnings 8+ weeks before problems hit your cash.

What you walk away with.

Strategic Foundation Document

Your strategy, documented. Yours forever.

Market Intelligence Briefing

Everything happening around your business — before we even start.

Weekly Voice Briefings

60 seconds. What matters this week.

Monthly Executive Summary

Strategy vs. reality. What's working, what's next.

Unlimited Strategic Questions

An advisor who knows your numbers and your goals.

Scenario Modeling

Before you commit to a big decision, see the paths.

What's the decision keeping you up at night?

Stop guessing. Start knowing.

What's your question? →

Questions? Email Rob directly