Claran
Strategy
Session
Sometimes we just need some reassurance or advice. Our Strategy Sessions are designed as a short term solution to help you gain clarity before making big decisions that you are struggling with - whether it be establishing your annual budget, making a big capital purchase or reviewing projections for a new product launch, we can be a sounding board to give you unbiased guidance.
Cost: $450
1
Review of Your Financial Statements
We start here so we can see where you're at before we get down to brass tacks about what you've been mulling over. We'll review these ahead of time before our meeting and then spend the first 30 minutes discussing the statements when we meet.
2
Your Strategy Session
We'll spend 1 hour with you discussing merits, considerations, and other factors relating to your problem. We want you to feel confident, regardless of the direction you decide to take, that you are making an informed decision. We'll also provide insights from our review of your Financial Statements about any gaps we see that might improve the strength of your financial position.
3
What's Included
A review of your Financial Statements with feedback for the current period
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A 1 Hr. Consultation that's an open discussion about what you are trying to accomplish
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Discounted follow on services for any additional analysis, due diligence, and or reporting requested