Quarterly Advisory
Ongoing advisory for owners who want a standing partner to review numbers, hiring plans, and seasonal adjustments four times per year.
When quarterly advisory makes sense
Owners who completed a Growth Planning Review and want continuity often move to this retainer. It is also appropriate if you are preparing for expansion, a menu overhaul, or a leadership transition and prefer regular check-ins rather than ad-hoc calls.
Each quarter includes
- One 90-minute review call covering revenue, capacity, and staffing against your plan
- Written notes with action items and a revised priority list
- Email access to your advisor for brief clarifying questions between calls (responses within two business days)
- One optional 60-minute session with a manager or department lead per year
Boundaries
Quarterly Advisory covers planning and decision support. It does not include bookkeeping, legal advice, marketing execution, or full-day on-site facilitation — those are scoped separately if needed.
Commitment
Agreements run 12 months with quarterly billing. Either party may end the retainer at the close of a quarter with 30 days’ written notice.
Next step
Ask about availability or compare rates across our consultations.