Start with a
Financial Diagnostic
Every engagement begins with a 48-hour financial diagnostic — a structured review of your current financial position, top vulnerabilities, and 90-day priority actions. Most clients convert to a monthly retainer from there.
- Review of P&L, balance sheet & cash flow
- Top 3–5 financial vulnerabilities identified
- Risk flags and structural exposure surfaced
- Written findings memo with 90-day actions
- No discovery call required