Characteristics of Our Typical Clients

Our typical clients have a lot in common with each other and with us.  These are some of the characteristics we share:

• Forward thinking
• Communicate well
• Responsive
• Want to use numbers to run their businesses
• Seek advice
• Ask questions before making decisions, big or small
• Operate their own businesses
• Understand the value of building a team of advisors to help them run their business
• Want to focus on their highest value activity
• Interested in leveraging technology
• Know what they want
• Work collaboratively with their CPA and other advisors

Here’s what you absolutely need to know as you make a decision about whether we’d be a good fit for each other:

• The only new clients we accept are business clients – for profits, and nonprofits.
• The businesses that get the most value out of working with us are dynamic and growing.
• They usually have annual revenues in the $1 million to $10 million range.
• Their owners/CEOs/executive directors have business and personal goals they are trying to achieve and they know that proactive planning is the key to achieving them.
• We have close relationships with our clients and we support them year-round.
• We listen to our clients to determine what they are trying to achieve. Then we diagnose their situation, and develop plans to help them succeed.
• Our pricing starts at $6,000 per year. Most clients pay us monthly.  There is no hourly billing.  All needed services are packaged and priced as a bundle.  Unlimited access to all our team members is included in every package.
• We respond to our clients’ communications within 24 hours, and they never, ever, receive a surprise bill from us.

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