Model how money moves and test financial scenarios
Strategic profit advisory for established CEOs who want to close the gap between what their business earns and what they keep
Stage
MVP
Established
Founded
Not given
2018
Based in
Not given
GB
Pricing model
Free
Paid
Pricing
Not given
Profit Scan: $297 (diagnostic, no call required). Profit Audit: 90-minute 1:1 session guaranteed to identify at least $1,000 in savings or profit opportunities, or money back. Profit Advisory: 12-week engagement. Strategic Advisory Retainer: monthly engagement by invitation.
Key features
Not given
Profit Scan: $297 diagnostic revealing where profit went in the past month
Profit Audit: 90-minute strategic diagnostic of numbers, pricing, and cash flow with written action plan
Owner Pay by Design: structure for owner compensation decided before the month starts
Profitable Priorities Decision System: repeatable framework for hire, spend, and investment decisions
Strategic Advisory Retainer: ongoing monthly financial intelligence for growing businesses
What makes it different
No accounting knowledge required—complex calculations stay hidden, plain results shown on screen
Manual model building instead of importing bank data gives you complete control
One model for all scenarios instead of separate calculators and spreadsheets
See financial future years ahead with a single snapshot on any date
Two decades of experience inside HSBC Private Bank, Natixis, and Zurich bringing private banking structural thinking to established business owners
Guaranteed to identify at least $1,000 in savings or profit opportunities in the Profit Audit, or money back
Permanent, client-owned financial infrastructure and command centre the business keeps for life
Strategic advisor who answers the financial questions no accountant or business coach can answer
Cashflow
Wealthfluency