It’s a 30-minute strategy conversation where we’ll identify where your business (or portfolio) is leaking cash and outline the top three opportunities to free it up. You’ll walk away with clarity — no pitch, no pressure.
Established business owners, investors, or operators who are profitable but cash-strapped. If you’ve been in business for years but still feel like you’re always catching up, this is for you.
Not right away. We start with a guided conversation and high-level overview. If we decide to go deeper, we’ll request specific documents later.
Most clients identify immediate changes within weeks — and typically unlock significant cash flow within 60–90 days once implementation begins.
No. The principles of cash flow optimization apply to any capital-driven business — from real estate to manufacturing to professional services.
The initial clarity call is free. If you choose to move forward with a customized plan, we’ll discuss fees transparently — no surprises and no mysteries.