Growth Plan · $900–$1,400/mo · Most Popular
Strategic Advisory for Businesses Ready to Scale
For businesses generating $750K–$3M annually. Get monthly strategy sessions, KPI dashboards, financing support, and active compliance representation — everything you need to grow with confidence.
Why the Growth Plan?
Your Business Has Outgrown Basic Oversight
At $750K–$3M in revenue, the stakes are higher. You're managing employees, navigating compliance from multiple agencies, thinking about expansion, and potentially dealing with IRS or CDTFA notices. You need more than a monthly review — you need a strategic partner who is actively working on your business every month.
The Growth plan is our most popular engagement because it covers the full spectrum of what a $750K–$3M business needs: financial oversight, strategic planning, compliance protection, financing access, and real estate advisory — all in one relationship.
Monthly KPI dashboards and performance tracking
Loan packaging and financing strategy support
Active IRS, CDTFA, and Franchise Tax Board representation
Real estate consulting for business owners
Monthly strategy sessions — not just quarterly check-ins
Growth planning and capital allocation strategy
What's Included
Full-Spectrum Business Advisory
- Everything in the Foundation plan
- Monthly strategy sessions with your dedicated advisor
- Custom KPI dashboard built for your industry
- Monthly financial reporting package (P&L, balance sheet, cash flow)
- Loan packaging and SBA/conventional financing preparation
- Active IRS audit representation and correspondence management
- CDTFA and Franchise Tax Board compliance and representation
- Real estate consulting — purchase, lease negotiation, 1031 exchanges
- Payroll structure review and optimization
- Employee benefits consulting and workers' comp review
- Corporate structure review and optimization
- Priority phone and email access to your advisor
Best for $750K–$3M annual revenue
Start Free — First Month On UsNo setup fees. No long-term contracts.
Real Scenarios We Handle Every Month
"I need a line of credit but don't know how to qualify."
We package your financials and connect you with our banking partners who specialize in small business lending.
"I got a notice from the IRS or CDTFA."
We represent you directly and resolve it through our tax resolution partners — so you don't have to deal with it alone.
"I want to buy the building I'm operating from."
We provide real estate consulting and connect you with commercial mortgage specialists who understand your business type.
"I'm thinking about opening a second location."
We model the financials, assess the risk, and help you structure the financing before you commit.
Step Down
Foundation Plan — $550–$850/mo
For businesses under $1M. Monthly oversight and partner network access.
Learn moreStep Up
Enterprise Plan — $1,500–$2,500/mo
For businesses $5M+. Capital raises, M&A advisory, and a dedicated team.
Learn moreReady to Grow with a Real Partner?
No setup fees. Your first month free — a $1,000–$2,500 value, based on selected service level. Schedule your free consultation and let's talk about your business.
No setup fees. Your first month free — a $1,000–$2,500 value, based on selected service level.