Clarity, Structure, and the Right Strategy at the Right Time
Maximizing Profitability
Understand where your money is going and where margins can be strengthened. I review your P&L, analyze your cost structure, streamline operations, and identify opportunities to improve performance without compromising quality.
Growth and Expansion
If you’re scaling or entering new markets, We help you create a focused, sustainable growth strategy. This includes market entry planning, brand positioning, and identifying the operational and financial changes needed to support expansion.
Exit and Succession Planning
When you’re preparing for transition — whether exiting, handing off leadership, or planning for succession — Our experts guide valuation readiness, organizational structure, and continuity strategy so the next chapter is clear and intentional.
Core Services
Business &
Management Consulting
We advise leaders and organizations across North America and internationally, helping them make sound strategic decisions and strengthen the systems that support their growth. This includes advisory board roles, Board of Directors support, and hands-on guidance across operations, finance, and leadership.
What we help you improve:
Brick & Mortar Consulting
If your business operates in the physical world, we help you strengthen your operations, financial performance, and customer experience.
â—ˆ Full P&L and financial health audits
â—ˆ Operational and process reviews
â—ˆ Workflow efficiency
â—ˆ CX enhancement
â—ˆ Revenue leak detection
â—ˆ Talent placement + leadership alignment
This is ideal if your business needs clarity, structure, and a more efficient way of operating day to day.
E-Commerce Consulting
Our team helps ecommerce companies diagnose issues, optimize systems, and create a smoother, more profitable customer journey.
Areas we support:
â—ˆ Tech stack & automation audits
â—ˆ Fulfillment + logistics review
â—ˆ Vendor and contract evaluation
â—ˆ 3PL RFP development
â—ˆ Retention strategy + email/SMS flows
â—ˆ CRM assessment + customer sentiment analysis
â—ˆ Marketing, brand, and financial performance review
If you’re trying to scale, reduce operational friction, or improve retention, this is the right place to start.
Personal or Business Financial Strategy
Our team works with individuals who want more stability, control, and clarity around their finances — without the overwhelm.
What we help you do:
â—ˆ Optimize mortgage structure and payoff timelines
â—ˆ Identify opportunities to reduce financial pressure
â—ˆ Build a long-term financial roadmap
â—ˆ Explore international residence opportunities
â—ˆ Manage debt strategically
This is not “financial advice.” It’s practical strategy and clarity rooted in real-world experience.
Additional Areas of Support
01
Business Strategy & Growth
Market research, competitive analysis, long-term planning, scenario modeling, goal setting, and franchise development/support.
04
Sustainability and Corporate Responsibility
Sustainability planning, carbon footprint analysis, DEI strategy development, and bias training.
07
Startup Consulting
Launch support, pitch deck development, product-market fit analysis, and founder decision-making guidance.
02
Digital Transformation
Tech adoption, AI/automation guidance, cybersecurity audits, recovery planning, and digital marketing strategy.
05
Finance and Compliance
Tax planning insights, regulatory guidance, grants + funding support, and proposal development.
08
Recruiting and Talent Matching Support
Finding the right talent, at the right time, for the right role.
03
Organizational Development
Leadership coaching, succession planning, team structure design, performance improvement, and change management workshops.
06
Sales Optimization
Sales funnel analysis, B2B/B2C strategies, cross-sell/upsell program development, and sales team training.
09
AI-Powered Decision Support
Data-driven insights using AI tools to support strategy, operations, and financial clarity.
10
Brand Development
Brand identity, messaging strategy, and refining your presence for clearer recognition and positioning.
Packages & Pricing
Essential Consultation
$1,500 - $2,500 Depending on size and scope of business
Perfect if you need quick clarity or a second set of eyes on an immediate challenge.
Includes:
â—ˆ Review of goals + priorities
â—ˆ High-level assessment of your current situation
â—ˆ Initial recommendations for next steps
â—ˆ In person or virtual
â—ˆ Typically 1-4 hours with some pre-assessment
Focused Assessment
$5000+ (Scope may vary business to business).
Ideal for improving one specific area of your business or personal financial life.
Includes:
â—ˆ In-depth analysis of a primary focus area (operations, ecommerce, strategy, or personal finance)
â—ˆ Written summary of findings
â—ˆ Prioritized action plan
â—ˆ Follow-up session
Comprehensive Strategy & Audit -
We can provide on going and/or term retainer based services
Contact for more details - to help understand the scope of work
​
Designed for clients who want a full operational, strategic, or financial reset.
Includes:
â—ˆ Complete operational or financial audit
â—ˆ Full strategic roadmap
â—ˆ Follow-up strategy sessions
â—ˆ Optional retainer path for continued support
How to Get Started
Getting started is straightforward.
Schedule a Consultation
We’ll talk through what you
need and determine
whether we are the
right fit.
Complete Your Intake
You’ll share key details about your business or financial profile so I can get an accurate picture of your situation.
Receive Your Plan
I’ll review everything and provide clear recommendations and
next steps — no fluff,
no jargon.
Proof of Impact, Backed by Data
Clear results that show what’s possible with the right approach.
