This discovery call is an initial conversation to understand your business, your goals, and whether our advisory service is the right fit.

--- Please be on a laptop or desktop. ---

During the call, we’ll:

Discuss your business structure and current challenges
Talk through your growth goals and upcoming decisions
Identify where clarity, profitability, or tax strategy may be missing
Determine whether a CFO-style advisory relationship makes sense

This is not a consultation or problem-solving call. No advice or recommendations are provided on this call.

If there’s alignment, we’ll walk through what working together looks like and outline next steps.

Who This Call Is For:

Business owners actively running and growing a business
Owners looking for proactive guidance, not one-time help
Businesses seeking long-term advisory support

Who This Call Is Not For:

One-off questions or quick advice
Compliance-only services
Investment or wealth management inquiries

To make the most of the call, please be prepared to briefly discuss:

• Your current revenue range

• Your primary business goals

• Any major decisions you’re currently facing