Strategic Financial Insights for Purpose Driven Businesses and Non-Profits

Purpose Driven Businesses

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Things are happening fast!

  

  • You’re busy and cash flow is tight, we understand 
  • You need in depth financial analysis and strategies to ensure you can keep growing 
  • You need help determining if you need investment, if so, how much and what type

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We’re here for you

  

  • Strategic Partner to discuss business growth strategies
  • Analysis of your financials resulting in strategic insights
  • Ability to oversee your accounting / bookkeeping support
  • Clear recommendations with alternative analysis empowering you to make wise decisions

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How we do it

  

Diagnostic Analysis of Business

· Assessment of legal structure & governance

· Analyze current financials

· Evaluation of business model and potential revenue sources

· Analyze marketing strategy & plan

· High level considerations on operations (you are the expert)

· Strategic Evaluation of supply chain

· Impact planning & measurement

Customized proposal to fill gaps and capitalize on strengths

· Fixed / incentive based compensation which works with your business

Growth and Graduation

· Business growth enables adding full time team members to take over, and/or

· Ongoing affordable support to face the challenges each new day presents

Non-Profits

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Impact is #1

  • Money is a tool that enables you to create impact
  • You spend too much time worrying about your finances
  • It’s hard to plan appropriately when you don’t know if the money will be there

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We’re here for you

  • Analyzing costs to find efficiencies
  • Helping develop new revenue streams to reduce volatility
  • Developing forecasts and financial dashboards so you stay a step ahead

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How we do it

Diagnostic Analysis of Organization

· Assessment of legal structure & governance

· Analyze current financials

· Evaluation of current and potential revenue sources

· Analyze marketing strategy & plan

· High level considerations on operations (you are the expert)

· Strategic evaluation of supply chain

· Impact planning & measurement

Customized proposal to fill gaps and capitalize on strengths

· Fixed retainer based compensation to promote stability

Growth and Stability

· Organizational growth enables full time team members to take over, or

· Ongoing affordable support to face the challenges each new day presents

What Clients Are Saying...

"Working with John  set me on a track to not only scaling my business, but fully understanding my business. His patience helped me find my own. His questions pushed me to think through issues I had never seen. Ultimately, he is the type of consultant who will add value to any business. 

Beyond his vast general knowledge, John took the time to learn about the field to best ensure applicability of his advice and vision. His acumen pushed me to want to learn more.

Having worked with other consultants before, working with John felt more like a partnership, like there was another person truly invested in my business’ success." ~ Jesse with Tacorazon


"It is such an honor to say a few words about John and Claire Sebesta. I have worked with them for the past two years and they are true professionals. They are prompt and diligent in their service, extremely experienced and smart in their assessments and beyond fair in their fees. Their business skills and acumen would be a major plus for any business. I am also happy to say they are two of the nicest people I have ever met…they both receive A pluses in integrity and compassion. I would always want them on my team." ~ Norman with Alegría Village & Punta Mona