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About
Resources
Partnerships
Speaking
Press
Private Advisory
Financial Planning
Strategic Planning
Fundraising Advisory
Financial Reporting
Due Diligence
Financial Coaching
Podcast
Contact
Schedule a Call
Fill out the form below to apply to work with me privately (1:1) for one of my existing services.
First Name
Last Name
Email
Phone Number
Company Name
Website
Service You Are Applying For
Business Financial Plan & Projections
Strategic Planning
Fundraising and Raising Capital Advisory and Support
Financial Reporting and Analysis
Mergers and Acquisitions and Due Diligence Support
Ongoing Strategic Financial Coaching and Advisory
We have limited availability for free consultation calls so we want to make sure it’s a fit. Investment for my services begin at $3,500. Are you prepared to commit to that investment?
Yes, I understand the investment cost and I am committed to paying this amount if we both determine that it’s a good fit.
No, I’m not confident that I can afford the price of this service. I’ll utilize resources such as the podcast and group coaching through the finance savvy CEO membership for now and come back later when I’m in a better position to make the investment.
Average Annual Revenue
You have an LLC, sole proprietorship, or S-Corp
Yes
No
I’m not Sure
What’s your business type
Service Based
Product Based
Product & Service Based
SaaS
Non-Profit
How did you hear about us?
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Someone who has been through the program before
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Other
If referred, please provide their name so we can thank them!
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