Designed for mature businesses with $2.5M+ in revenue and 10+ employees. These companies have leadership teams, likely follow frameworks like EOS, and hold weekly leadership meetings. Owners focus on big‑picture leadership while exploring expansion—like new products or new locations—and blending strategic and operational decision-making with embedded support.

Tailored to businesses over $1.5M in revenue with 5+ employees. These owners are fully operating on the business and now seek granular insights—like performance by product, division, or service line. Their systems and processes are established; they want to fine-tune compensation, evolve pricing models, conduct industry benchmarking, explore new offerings, and refine long-term strategy, with more hands-on assistance from a financial professional.

Perfect for companies generating between $500K and $1.5M in revenue, with 2–5 employees. These owners have foundational systems but are ready to accelerate growth. They want better forecasting, deeper financial planning, and proactive cash and debt strategies—all while stepping back from day-to-day operations and leaning on a strategic partnership.

Ideal for businesses under $500K in annual revenue with fewer than 5 employees. These owners are building a stable financial foundation—clean bookkeeping, organized data, budgeting, basic KPIs, decision-making clarity, and systems for consistency, and managing cash flow and debt effectively. They’re eager to move from working in the business to working on it.