Six engagements. Fixed fees. Written deliverables.

Strategic Diagnostic

Timeline:

2–3 weeks

Fee:

Fixed fee from $6,400

A clear, prioritized read of where your business actually is.

What you receive

• Initial 90-minute interview with the owner or leadership team
• Review of 24 months of operating financials, payroll, and POS or invoicing data
• Top three opportunities ranked by realistic dollar impact and effort
• A written 12–18 page diagnostic memo, signed by the lead analyst
• 60-minute readout meeting on Zoom or in our Watchung office

Reporting That Gets Used

Timeline:

4–6 weeks to build, then ongoing

Fee:

Build from $9,800, then $850–$1,400 / month

A one-page weekly dashboard built around how you already think.

What you receive

• Discovery sessions with you and the two or three people who run the day-to-day
• Custom one-page weekly report tailored to your business model
• Connection to QuickBooks, Sage, Toast, Square, or any common source you already use
• Quarterly review and revision of the report as the business changes
• Trained backup so it keeps running when someone takes vacation

Forecast & Cash Planning

Timeline:

3 weeks initial build

Fee:

Fixed fee from $7,500

A 13-week cash forecast and 12-month outlook you can defend to a banker.

What you receive

• Rolling 13-week cash forecast in a spreadsheet you own
• 12-month P&L and balance sheet outlook with three named scenarios
• Lender-ready cover memo if you're preparing to refinance or borrow
• Quarterly refresh available on retainer ($1,800 / quarter)

Operations Review

Timeline:

4–6 weeks

Fee:

Fixed fee from $11,200

Where margin is leaking, and what to do about it on Monday.

What you receive

• Two days on-site walking the floor, warehouse, clinic, or kitchen
• Margin leak analysis across products, services, or revenue lines
• Staffing and scheduling pattern review with peer benchmarks
• Vendor and supplier pricing audit, with renegotiation suggestions
• Written report plus a one-page action list for your floor or operations lead

Due Diligence Support

Timeline:

Engagement-specific

Fee:

Hourly, capped — typical engagement $4,500–$22,000

Buying, selling, or borrowing? We prepare clean numbers and sit with you.

What you receive

• Quality-of-earnings style review (right-sized for SMB transactions)
• Working capital normalization and add-back schedule
• Customer concentration and revenue durability analysis
• Sit-in support during banker, buyer, or lender Q&A sessions

Fractional Analyst

Timeline:

Monthly retainer, three-month minimum

Fee:

From $3,200 / month

A senior analyst on retainer — embedded, quiet, accountable.

What you receive

• Named lead analyst — same person every month, not a rotating bench
• Two to four days per month of dedicated time, scheduled with you
• Monthly written summary of work performed, in plain language
• Direct phone access for the ad-hoc question you'd rather not Slack