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Consulting

The Simple Numbers® Process

Thank you for allowing us the opportunity to assist you in going from where you are to where you want to be!  We believe that it is important to match your needs and objectives with the right level of services. We understand that each business has its own unique opportunities and challenges; however, we have listed below an outline of our basic services to better help you in making the right decision.

Strategic Planning Day

  • Who is it for: Business owners (Executive Team may be included)
  • Duration: 1 Full Day Session
  • Output: Simple Numbers Cash Flow Model© including: KPI Identification, Salary Cap, Core Capital Levels, Cash Flow and Profitability Forecasts, Strategic Planning Content including: Development of Values Filter, D.O.S (Dangers, Opportunities, Strengths) Exercises, Priorities Development & Timeline of Execution, Long-term Vision Plan
  • Deliverables: Customized Simple Numbers Cash Flow Model©, Strategic Focus Plan, & Implementation Conference Call
  • Cost**: On-Site Version$7,500 plus travel ($6,500 if you come to us); Remote Version $5,500 and does not include Top 5 Priorities (two 2-hour virtual meetings) **does not reflect pricing for session with Greg Crabtree

Business reviews – Monthly, Quarterly or Hybrid

  • Who is it for: Business owners (Executive Team may be included) who have completed the Strategic Planning Day
  • Output: 1 hour conference call or in-person meeting, Updated Simple Numbers Cash Flow Model©, Business KPI Dashboard, Discussion of business trends and any issues / shareholder support & tax planning
  • Deliverables: Customized Simple Numbers Cash Flow Model© – updated either monthly or quarterly
  • Cost ranges**: $1,000 – $1,200 per month (Monthly); or $800 – $1,000 per month (Hybrid); $600 – $800 per month (Quarterly) **the first tax returns we prepare will be billed outside Statement of Work

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