AN HONEST ASSESSMENT OF YOUR BUSINESS

& partnership to make progress

WE SPECIALIZE IN WORKING DIRECTLY WITH OWNERS ON THE COMPLEX INTERSECTION OF THEIR

BUSINESS OBJECTIVES AND PERSONAL GOALS

OUR SERVICES

All of our services are goal-oriented.

INTRO

STRATEGY SESSION

Reuben B. Ly

Founder / Principal

Inquire

COST: $210 - $510 variable

DELIVERABLE:

EXPERT FEEDBACK
SUMMARY OF RECOMMENDATIONS
TRANSCRIPTION OF CALL (if requested)

DISCOUNTED OR FREE DURING COVID CRISIS

Our way of helping during this epic time of crisis! This service is free to anyone whose business has been severely impacted. Supply is limited – please inquire.

A great way to begin our work together – or sometimes it's all you need! An outside perspective on our situation is invaluable.

We start by listening carefully and asking many questions. We have the option to record and transcribe our conversation (if you like) so that you can review later for maximum value.

You are free to use this report as you wish. The cost of this session is credited towards future work if we decide to move forward.

No B.S. take on your situation
suggested resources
specific recommendations
proposed plan forward

COST: $2,400 - $7,500 variable

DELIVERABLE:

FINANCIAL REVIEW BY CPA
MARKETING STRATEGY BY MBA
STAFF & OWNER INTERVIEWS
'BUYER'S PERSPECTIVE' REPORT

Perhaps our most valuable offering. A totally unique service in the small business industry.

We have taken our years of experience from corporate America strategy consulting, marketing and financial analysis – combined with our small business expertise – and are applying this analytical framework to your small business.

You are the expert in your company – we work to completely understand your goals, and current state.

Similar to a 30 point inspection on your vehicle – we are going in-depth on multiple aspects of your business. View your company the way an outside buyer would.

Analyze key financial ratios and key drivers of market strategy – also highlight areas where the business is currently killing it.

Our final report is geared towards action:

maximize profits
overcome blind spots & threats
capture big opportunities

"TEAM OF EXPERTS"

STRATEGY DEEP-DIVE

LeAnn Levering

MBA Marketing Expert

Carlos R. Vela

CPA

Reuben B. Ly

Founder / Principal

What is NOT Strategy?

COST: $1,000 / month

DELIVERABLE:

MEASURABLE PROGRESS ON YOUR GOALS

Business is not transformed in one-hour phone calls.

Leveraging our many years of entrepreneurial experience, we have put together a coaching package for real life.

Together, we establish specific goals – and concrete indicators of progress.

√ 8 flex hours per month

√ three-month engagement

√ unlimited e-mailing

√ key progress indicators

GOAL-ORIENTED COACHING

LeAnn Levering

MBA Marketing Expert

Reuben B. Ly

Founder / Principal

Learn More About Our Coaching Philosophy

COST: project-specific

DELIVERABLE:

PARTNERSHIP ON COMPLEX PROJECTS

We have helped clients:

sell their business
re-negotiate contract terms
buy out problematic shareholders
modernize business systems
and much more

We thrive on complex, strategic projects outside the normal course of business.

√ create actionable plan with buy-in

√ work with a variety of stakeholders

√ negotiate based on trust

√ loyal to client

CONSULTING

Reuben B. Ly

Founder / Principal

"REUBEN IS A TERRIFIC CONSULTANT.

HE’S SMART, KNOWLEDGEABLE, ENERGETIC, AND FACES DIFFICULT PROBLEMS HEAD-ON WITHOUT SUGARCOATING THEM.

HE WORKED WITH ME FOR THREE YEARS, HELPING TO RESOLVE SOME LONGSTANDING AND TROUBLESOME PARTNERSHIP ISSUES, FIGURING OUT HOW TO RECAPITALIZE THE BUSINESS, AND ENABLING ME TO SELL THE COMPANY SUCCESSFULLY SO I COULD RETIRE COMFORTABLY."

-R.E. Levering

Many clients start with a simple phone call to ensure we are a good fit.

Book Free Intro Call

MOST OF OUR CLIENTS

have a fairly clear idea of what they want to accomplish.

Self-motivated, intelligent and determined people – who have been working for themselves for many years already. We help sort through complex issues that impact both their company and themselves personally.

The assistance we provide is highly customized.

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OUR COACHING PHILOSOPHY

We value our client as a business leader. We understand it is their company – and they are the expert in it.

Small Business is hard. And lonely.

There is no template, no boss, and no single correct path. Our job is to be a thought partner. Help untangle difficult problems.

And simplify their life.

Coaching

COACHING FOR THE SEASONED ENTREPRENEUR

We practice goal-oriented coaching, with a focus on accountability.

Goal-oriented means:

engagement centered around a specific goal
deep-dive sessions into nitty gritty implementation details
no limit on emailing back and forth, to work through drafts and ideas

We create accountability through:

mutual preparation for each meeting
concrete, measurable indicators
follow-up

We do not just “schedule one hour”, come in with a blank slate and cover “whatever is on your mind today”. Business is not as neat and tidy as that. We prepare thoroughly before and between each meeting, and are flexible about scheduling longer or shorter times together as the situation dictates – and we are available by e-mail anytime, any day between sessions. You know – the way you would interact with any other co-worker.

Likewise, we do not offer "free webinars", or other templated value-adds to bolster a "coaching package". We understand these are of little value for someone deeply experienced in their field. You can find information anywhere on the internet. The real value of a coach is having expert feedback and accountability.

Our version of coaching is essentially "consulting-lite".

Book a Free Intro Phone Call