Who this is for

Businesses that completed an initial cash flow plan or already maintain disciplined books, but face sustained change — new contracts, staff growth, supplier repricing, or a quieter market segment.

What you receive

  • Monthly sixty-minute advisory session focused on the coming six weeks of cash position.
  • Updated rolling forecast adjustments when assumptions shift.
  • Written summary after each session with agreed actions and owners.
  • Ad-hoc email questions on cash timing between sessions (answered within one business day).
  • Quarterly in-person or extended video review with leadership.

Scope boundaries

Stability advisory covers cash, obligations, and operating decisions tied to liquidity. It does not include restructuring, insolvency advice, or investment product recommendations.

Timeline

Retainer begins after a short onboarding call. First monthly session is scheduled within ten business days of agreement.

Next step

Contact us to discuss whether stability advisory fits your current stage.

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