Understanding the difference between our service tiers to choose the right strategic support for your business
All paid tiers include professional review by Chartered Accountant (CA) and Business Finance Consultant (BFC) with Human-in-the-Loop compliance oversight.
| Feature | Baseline Assessment Complimentary |
Strategic Clarity $1,497 |
Implementation Partner $2,497 |
|---|---|---|---|
| ISAM Score (4 Dimensions) | ✓ | ✓ Detailed breakdown | ✓ Detailed breakdown |
| Industry Benchmarking | Basic position | ✓ Comprehensive | ✓ Custom report |
| Professional Review (CA & BFC) | — | ✓ | ✓ |
| Human Compliance Review | — | ✓ | ✓ |
| Report Length | 10 pages | 15-20 pages | 20-25 pages |
| Delivery Time | Same day | Within 48 hours | Within 48 hours |
| Gap Analysis | Top 3 focus areas | ✓ Detailed prioritization | ✓ Detailed prioritization |
| Strategic Action Plan | 7-day priorities | ✓ Clear implementation steps | ✓ Guided implementation |
| Financial Health Assessment | Overview | ✓ Comprehensive | ✓ Comprehensive |
| Capital Readiness Evaluation | Basic | ✓ | ✓ + Lender package |
| Post-Report Support | — | ✓ Email Q&A | ✓ Email support (90 days) |
| Scenario Modeling | — | — | ✓ 3 scenarios (12-month) |
| Strategic Roadmap | — | — | ✓ 3-phase plan |
| Lender Readiness | — | — | ✓ Full assessment |
| Strategy Sessions | — | — | ✓ Two 60-minute sessions |
| Lender-Ready Package | — | — | ✓ Full preparation |
| Capital Structure Optimization | — | — | ✓ Strategic plan |
| Financial Document Review | — | — | ✓ Full refinement |
| Ongoing Support | — | — | ✓ Monthly check-ins (3 total) |
| Implementation Guidance | — | — | ✓ 90-day support |
| Priority Support | — | — | ✓ Email (24hr response) |
Clear timeline from assessment to strategic clarity
Under 10 minutes to complete the ISAM assessment. Questions cover your financial position, operational systems, strategic direction, and growth plans.
Paid tiers only: Your responses reviewed by Chartered Accountant and Business Finance Consultant. Human compliance review ensures accuracy and regulatory alignment.
Complimentary: Same day. Strategic Clarity/Implementation Partner: Within 48 hours. Secure digital delivery with detailed breakdown across all 4 ISAM dimensions.
Understand where you stand, what gaps exist, and what actions to prioritize. Clear benchmarking against industry standards.
Implementation Partner only: First 60-minute session to discuss findings, clarify priorities, and develop implementation approach.
Implementation Partner only: Document preparation, lender package assembly, capital structure planning with ongoing guidance.
Implementation Partner only: Progress review, obstacle identification, strategy adjustments as needed.
Implementation Partner only: Final monthly check-in plus second 60-minute strategy session. Assess progress and plan next quarter.
Strategic Clarity ($1,497): You receive a comprehensive strategic report with clear action steps. You execute the plan independently.
Implementation Partner ($2,497): You receive the same report PLUS two strategy sessions, document preparation, monthly check-ins, and implementation guidance for 90 days.
No. You can select Strategic Clarity or Implementation Partner directly. However, the Complimentary assessment is useful for understanding your baseline position before making an investment decision.
All paid reports are reviewed by qualified professionals (Chartered Accountant and Business Finance Consultant) before delivery. This ensures accuracy, regulatory compliance under Australian Credit Licence 509639, and strategic relevance to your specific situation.
Yes. If you start with Strategic Clarity and decide you need implementation support, we can upgrade you to Implementation Partner. The price difference applies, and we'll adjust the timeline accordingly.
Implementation Partner only: Financial statement preparation, cash flow projections, debt serviceability calculations, business plan review, and supporting documentation formatted to lender requirements. Everything you need for a complete loan application.
Implementation Partner only: Three monthly sessions (30 minutes each) at Months 1, 2, and 3. We review implementation progress, identify obstacles, adjust strategy as needed, and ensure you stay on track.
No. This service provides general business information and strategic analysis. It does not constitute personal financial advice. All reports clearly state this limitation in compliance with Australian regulatory requirements.
After the 90-day Implementation Partner period, you can engage ongoing advisory services on a monthly or quarterly retainer basis. We'll discuss this during your final review session.
Begin with a complimentary Baseline Assessment to understand your position.
Upgrade to Strategic Clarity or Implementation Partner anytime for deeper strategic support.
ACL 509639 | AFCA Member 54506 | No credit card required
