For Small Businesses
Right-sized help, honestly priced.
Not every business needs a full firm engagement, and we will not sell you one you do not need. These are genuinely smaller products for owners on a tighter budget, not stripped-down versions of the firm book.
Owner's Working Session
Two to three hours, live, on your business
$650
You bring the decision you are stuck on. We work it live, together. You leave the call with a plan outline, a financial model shell, and a prioritized next-step list you can act on yourself.
What this is, plainly:
Nothing is delivered after the call. The working session is the product. That boundary is what keeps it at $650 instead of a full engagement, and it is the honest deal: you get a senior advisor's thinking and a clear set of next steps, and you do the building.
Essential Plan
A funded plan for a raise under $250K
$2,500
A custom business plan with a real financial model, scoped for a smaller raise: an SBA microloan, a community lender, or an early friends-and-family round. Custom-written, never a template. A three-installment payment plan is available.
For a $150K SBA loan, $2,500 is roughly 1.7% of the capital it helps unlock, and it is below what a typical loan packager charges for the same paperwork. The difference is that you also get the plan and the model.
No budget yet?
Use our templates, free
If there is genuinely no budget right now, the honest answer is not a cheap engagement. It is a good template and your own effort. Our business-plan template, financial model, pitch-deck framework, and more are free to download and use today.
Raising more than $250K, or need a full engagement? See the firm pricing →