Financial modeling
Test cash flow, scenarios, break-even points, and capital requirements.
Business consulting
Turn financial and operating complexity into an executable plan.
Decision support for owners navigating forecasting, acquisition analysis, capital needs, operations, and revenue systems. Engagement scope and commercial terms are confirmed before work begins.
TrustStableSecureReliable
Transparent methods. Clear boundaries. No sensitive calculator data sent to a server.
Owner decisions
Your business and your life can affect the same plan.
Business planning
Translate strategy into lender-, investor-, and operator-ready decisions.
Revenue operations
Clarify systems, data, ownership, handoffs, and measurable workflows.
Engagement path
Move from question to decision model.
The exact deliverables depend on the agreed consulting scope.
- 01
Frame
Define the decision, constraints, timing, and success criteria.
- 02
Model
Make assumptions visible and test the scenarios that matter.
- 03
Prioritize
Turn findings into accountable, sequenced actions.
- 04
Measure
Track the indicators that show whether the plan is working.
Owner readiness
Stress-test the retirement side of the business decision.
Use focused tools to identify transition dependence before discussing a consulting engagement.
Owner readiness
Business Owner Retirement Readiness
What should a business owner address first when preparing for retirement?
Use this calculatorSale dependency
Business Sale Dependency
How dependent is my retirement plan on selling the business?
Use this calculatorClear boundaries
Business consulting is not investment-advisory work.
Consulting scope, deliverables, commercial terms, and responsible parties should be documented separately from any regulated financial-planning or investment-advisory relationship.
Service details
What to expect before an engagement begins.
Business owners and organizations seeking defined consulting support for market analysis, strategy, planning, and financial projections.
Potential deliverables
- Market analysis and business strategy
- Business planning and financial projections
- Decision models based on an agreed consulting scope
Engagement
The consulting question, inputs, deliverables, estimated hours, and responsibilities are defined before work begins. Business consulting remains separate from investment-advisory services.
Fees
Business consulting is billed at a non-negotiable rate of $150 per hour. Fifty percent of the estimated fee is due in advance and the balance is due when the agreed work is delivered.
Service areas
Utah, Idaho, Nevada, Oregon
Verification
Common questions
Answers before the conversation.
Is business consulting the same as financial planning?
No. Business consulting addresses an agreed operating or strategic business scope. Financial planning and investment-advisory services require their own scope, responsibilities, and disclosures.
Can a consulting project include forecasting or acquisition analysis?
Those topics may be considered when they are included in the agreed engagement scope. The work, inputs, limitations, timeline, and fees should be confirmed before the project begins.
Does a calculator provide a business valuation?
No. The owner calculators organize assumptions and dependencies. They are not appraisals, fairness opinions, tax estimates, or transaction advice.
A useful next step
Bring the decision—not a perfectly organized file.
Tell us whether the priority is personal, business, or both. Do not include sensitive account or identity information.