_edited_edited.png)
FOUR PILLARS OF EXPERT ADVISORY
Each engagement is built around these four disciplines — brought to you by two experienced co-founders, working together on your behalf.
Led by our Financial Strategist
FINANCIAL & ADMINISTRATIVE
You built your business to serve customers, not to drown in financial complexity. We bring the CFO-level clarity that lets you make confident decisions — without the full-time executive cost.
From monthly close and financial reporting to cash flow forecasting and bookkeeping systems, we build the financial infrastructure that gives you control over your business instead of the other way around.
Cash Flow Management
Financial Reporting
Accounts Payable / Receivable
Budget Development
Led by our Business Strategist
GROWTH & STRATEGY
Most small business owners are too close to their own operation to see clearly what's holding them back. We bring an outside perspective, decades of corporate experience, and a structured framework for sustainable, intentional growth.
Whether you're scaling a single location, acquiring another business, or preparing for an exit in three to five years — we help you build a plan, hold you to it, and adjust as the market demands.
Business Planning
Acquisition Advisory
Competitive Analysis
Growth Roadmapping
Led by our Business Strategist
PROPERTY & FACILITIES
Real estate is one of the largest and most consequential cost centers for any growing business — and one of the most frequently mismanaged. Your lease terms, facility size, and location decisions compound over years, quietly shaping the financial trajectory of your business.
Landlord Negotiations
Lease Negotiation
Site Selection
Facility Management
20+ YEARS OF CORPORATE REAL ESTATE EXPERTISE
Our Business Strategist brings over two decades of CREWS — Corporate Real Estate Work Solutions — experience to every property and facilities engagement. This is institutional-grade expertise that small businesses in Northwest Indiana have simply never had access to before.
Co-led by both co-founders
PEOPLE & LEADERSHIP
Your team is your business. The right organizational structure, compensation strategy, and leadership culture determine whether your people stay, grow, and carry your mission forward — or quietly look for the door.
We help you build the people systems, HR structures, and leadership frameworks that transform a group of employees into a team aligned around your values, your goals, and your vision for the future.
HR Strategy
Leadership Development
Compensation Structure
Performance Systems
NEED HELP WITH A SPECIFIC CHALLENGE?
Not every business is ready for a retainer. We offer targeted project engagements for owners who need focused expertise without an ongoing commitment.
Assessment
BUSINESS HEALTH ASSESSMENT
Complimentary
Real Estate
LEASE REVIEW & NEGOTIATION
$1,500–$4,000
Financial
FINANCIAL SYSTEMS SETUP
$2,500–$5,000
Strategy
EXIT READINESS ASSESSMENT
$5,000–$12,000
Strategy
BUSINESS PLAN DEVELOPMENT
$3,000–$7,500
People
ORG & HR STRUCTURE DESIGN
$2,000–$5,000
Acquisitions
ACQUISITION DUE DILIGENCE
$4,000–$10,000