Strategic Sessions

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At Strategic Growth Partners, we recognize that not every business needs ongoing monthly financial support. That’s why we offer one-time, high-impact strategic financial services designed to address specific challenges and opportunities. Whether you're looking to clean up your financials, optimize your cash flow, or plan for an exit, our one-time services deliver tailored solutions to help your Main Street business succeed.

With over 15 years of experience, including CFO and financial leadership roles, we provide expert insights that will help you take your business to the next level. Explore our one-time services below and discover how we can provide clarity, direction, and actionable strategies—without long-term commitment.

Price: $400 - $600

Ideal For: Business owners who want expert advice on a specific financial challenge.

In just 60 minutes, you’ll get focused, actionable insights on your most pressing financial challenges, whether it’s cash flow, profitability, or strategic growth. This session is perfect for businesses looking for immediate guidance from an experienced financial leader without committing to ongoing services.

What’s Included:

• Pre-session review of your financials and documents.
• A one-hour strategy session (in-person or virtual).
• Clear, actionable recommendations to address your key financial challenges.
• Post-session follow-up with a summary of insights and next steps.

Common Topics:

• Cash flow optimization.
• Profitability improvement.
• Preparing for growth or a potential exit.

Price: $2,000 - $4,000 (based on complexity)

Ideal For: Businesses needing to get their financials in order, whether for tax compliance, loan applications, or day-to-day operations.

If your financials are disorganized or outdated, our Financial Clean-Up Package is here to help. We take a deep dive into your books to ensure everything is properly categorized, reconciled, and ready for strategic planning or tax filings. Clean, accurate financials are essential for making informed business decisions and improving operational efficiency.

What’s Included:

• Comprehensive review and organization of past financial records.
• Reconciliation of all accounts, including bank and credit card transactions.
• Review of sales tax compliance and payroll entries.
• A final summary report with insights into your financial health and areas for improvement.
• Preparation for tax filing and coordination with your CPA or tax professional.

Deliverables:

• Clean, up-to-date financial records.
• Recommendations for maintaining accuracy moving forward.
• A financial report that provides a clear picture of your business's current state.

Price: $1,200 - $2,000

Ideal For: Business owners looking to get a handle on their cash flow to ensure long-term financial stability.

Cash flow is the lifeblood of your business, and we know how stressful it can be when you’re worried about making payroll or covering expenses. Our Cash Flow Mastery Package is designed to give you complete control over your cash flow, helping you ensure that you always have enough to keep your business running smoothly.

What’s Included:

• In-depth analysis of your current cash flow, identifying any leaks or inefficiencies.
• Cash flow forecasting for the next 6-12 months, helping you plan ahead with confidence.
• Recommendations for optimizing your cash flow management processes.
• Implementation guide to help you take actionable steps to stabilize and improve cash flow.

Deliverables:

• A cash flow forecast customized to your business needs.
• Recommendations for improving cash flow and reducing financial stress.
• A step-by-step guide to implement cash flow strategies effectively.

Price: $2,500 - $3,500

Ideal For: Businesses looking for in-depth strategic planning for long-term success, growth, or transitions like an acquisition or exit.

In this comprehensive 4-hour session, we’ll work together to build a long-term financial strategy for your business. Whether you're preparing for growth, navigating an acquisition, or planning for an exit, this session provides the expertise you need to make informed financial decisions. With our guidance, you'll leave with a clear, actionable financial plan that sets you on the path to success.

What’s Included:

• Pre-session financial review and analysis.
• A half-day (4 hours) of focused financial strategy and planning, tailored to your business needs.
• Development of a long-term financial strategy, aligned with your business goals.
• Profitability improvement strategies, exit planning, or growth roadmap development.
• Post-session follow-up with a detailed action plan and next steps.

Common Focus Areas:

• Long-term financial strategy and growth planning.
• Exit strategy and readiness.
• Profitability optimization and cash flow improvements.

Price: $1,000 - $2,000

Ideal For: Businesses preparing for tax season or wanting to ensure compliance with tax laws.

Tax season can be stressful, especially if you’re unsure whether your financials are tax-ready. Our Tax-Readiness Review ensures your books are clean and compliant, minimizing your tax liability and avoiding penalties. We’ll coordinate directly with your CPA to ensure a seamless process, giving you peace of mind.

What’s Included:

• Review of financial records to ensure compliance with tax laws.
• Identification of potential deductions or areas where tax savings may be applied.
• Recommendations for improving tax reporting processes.
• Coordination with your CPA or tax professional for smooth tax filing.
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Deliverables:

• Tax-ready financials with minimized risk of errors.
• A tax strategy that maximizes deductions and improves your tax filing process.

Price: $3,000 - $5,000

Ideal For: Business owners preparing to sell, transfer ownership, or exit their business in the near future.

Planning to sell or transition out of your business? Our Exit-Readiness Assessment ensures your business is financially prepared for a smooth and successful exit. We help you maximize the value of your business and ensure you’re ready for any potential buyer or acquisition opportunity.

What’s Included:

• Business valuation analysis to determine your company’s market value.
• Review of financial records and profitability to ensure the business is appealing to potential buyers.
• Exit strategy recommendations, including potential areas for growth and risk reduction.
• Preparation for due diligence, ensuring your financials are clean and ready for buyer inspection.

Deliverables:

• A comprehensive exit strategy report outlining key steps to maximize the value of your business.
• A detailed assessment of your business’s financial health and exit readiness.
• Strategic recommendations to improve profitability and ensure a smooth transition.

• Expertise You Can Trust: With over 15 years of experience in financial leadership roles, including CFO and VP of Finance, we offer strategic guidance that goes beyond the basics.
• Tailored Solutions: Each service is customized to meet the specific needs of your business, providing you with clear, actionable steps.
• No Long-Term Commitment: Get the expert support you need, when you need it, without the obligation of ongoing services.
• Proven Results: Our strategic services are designed to solve immediate financial challenges and position your business for long-term success.

Ready to tackle your financial challenges head-on? Contact us today to schedule your one-time strategic service and gain the clarity, control, and peace of mind you need to grow your business.