1:1 Strategic Consulting With The Trusted Banker

Ready to step into CEO mode and build a business that lasts? Work With The Trusted Banker

I’ve Designed A Focused

3-STEP COACHING ENGAGEMENT

THAT GUIDES YOU THROUGH BUILDING, SELLING, AND STRUCTUREING YOUR BUSINESS FOR GROWTH, WITH STRATEGY TAILORED TO YOUR SPECIFIC GOALS AND STAGE OF BUSINESS.

Let's Dive In!

1. BUSINESS FOUNDATION & CLARITY RESET

This session focuses on establishing a solid business foundation and creating clarity around where your business stands today. We assess your current structure, compliance, and operations to identify what is working, what is missing, and what must be addressed immediately. You will gain a clear understanding of how your business is positioned from a legal, operational, and revenue standpoint, along with a prioritized roadmap for stabilization. This session sets the direction for the entire engagement and ensures you are building on a foundation that supports growth rather than limits it.

2. REVENUE, SALES & VISIBILITY STRATEGY

This session is centered on helping your business make money consistently. We examine your offers, pricing, and sales approach to strengthen your ability to confidently sell and close the deal. You will gain clarity around how revenue flows into your business and how visibility through marketing, social media, and messaging should directly support income goals. This session removes fear around selling and replaces it with intentional strategy, ensuring your efforts are focused on results, not guesswork.

3. FUNDING READINESS, SYSTEMS & SCALE

This session prepares your business for its next phase of growth. We focus on understanding how funding works, how to structure your business to be fundable, and how to build systems that reduce owner dependency. You will learn how to think about capital strategically, whether through loans, grants, or reinvestment, and how to prepare your business to scale without burnout. This session shifts the focus from surviving day to day to building a business that can grow, delegate, and sustain long-term success.