Financial Guidance Customized for Your Business Needs
At Finance Therapy Group, we provide personalized financial guidance to meet your specific requirements. In order to qualify for one of the packages below, you must have current P&L and Balance Sheets.
Choose the right Comprehensive Finance Planning package for you!
Business Consultation
WHAT WE WILL DO:
Scaling & operational development
Employee growth & retention
Business credit capacity
Net capital requirements & long-term incremental growth
Payroll structure & business credit integration
Capital readiness & SBA/CDFI funding
WHO THIS IS FOR:
Ideal for businesses with Revenue Range: $101K–$500K
Quarterly Business Development
Everything that’s included in the one-time business consultation, PLUS:
Portfolio management & investing fundamentals
3–5 year planning & SWOT analysis
Advanced taxation & investment tax strategy
Succession & key-man planning
Employee & partner benefit design (401 K / health)
Passive portfolio & generational wealth building
WHO THIS IS FOR:
Ideal for businesses with Revenue Range: $501K–$1.1M+
This is recommended for established businesses that are looking to scale.
Quarterly simply means once every 3 months.
