Ready to take your business to the next level, we're here to help!
Ready to take your business to the next level, we're here to help!
Every business journey is unique, and without a clear plan, it's easy to feel stuck or unsure of your next step. At SMB Navigator, we help you step back, get perspective, and move forward with clarity and confidence.
Our proven process is like taking a long road trip—when you have the right destination, a clear route, and someone riding shotgun, you're far more likely to reach your goals
~ Diagnostics ~
We start by taking a look under the hood to get a clear picture of where your business stands today. This includes scoring performance across eight key functional areas and generating a baseline business valuation. It gives us a solid starting point to track progress and measure value growth as you move forward on your journey.
~ Your Compass ~
Together, we'll define your mission, vision, and values, and then identify the strategic objectives that will guide your business toward its long-term goals.
By the end of Stage II, you'll have a clear vision for the future and a documented strategic plan to help you navigate the journey ahead with purpose and direction.
~ Your GPS ~
With your destination clearly defined, we develop a detailed roadmap tailored to your priorities, resources, and pace.
By the end of Stage III, you'll have a long-term forecast, key metrics, an executive dashboard, and detailed reporting, all designed to keep you focused and on track to achieve your vision.
~ Disciplined Execution ~
This is where the rubber meets the road. In Stage IV, we break your long-term goals into focused quarterly action steps and track progress along the way. It's all about discipline and execution, making sure you and your team stay aligned and focused on the highest-impact priorities to keep your business moving forward and accelerating value growth.
Schedule your free consultation today and start accelerating your success!
Best For Businesses With Revenue Under $1M
Best For Businesses With Revenue Between $1-5M
Best For Businesses With Revenue Over $5M
Navigator Core
$950/Month
Annual Business Valuation (VOP)
Annual Quality Scores & Risk Profile
Identify Value Drivers Annually
3-Way Forecast (P&L/BS/CF) Current Year + 12 Months
Rolling 12-Month Cash Forecast
Semi-Annual CFO Performance Review
Annual Strategic Planning
Annual Long-Term Objectives & Targets
Develop a Detailed Road Map
Annual Budget/Operating Plan
Quarterly Planning & Goal Setting
Develop KPIs and Scorecard
Executive Dashboard
Navigator View Reporting
Navigator Pro
$1750/Month
Semi-Annual Business Valuation (VOP)
Semi-Annual Quality Scores & Risk Profile
Identify Value Drivers Semi-Annually
3-Way Forecast (P&L/BS/CF) Current Year + 36 Months
Rolling 36-Month Cash Forecast
Quarterly CFO Performance Review
Annual Strategic Planning
Annual Long-Term Objectives & Targets
Develop a Detailed Road Map
Annual Budget/Operating Plan
Quarterly Planning & Goal Setting
Develop KPIs and Scorecard
Executive Dashboard
Navigator View Reporting
Navigator Elite
$2750/Month
Quarterly Business Valuation (VOP)
Quarterly Quality Scores & Risk Profile
Identify Value Drivers Quarterly
3-Way Forecast (P&L/BS/CF) Current Year + 60 Months
Rolling 60-Month Cash Forecast
Monthly CFO Performance Review
Annual Strategic Planning
Annual Long-Term Objectives & Targets
Develop a Detailed Road Map
Annual Budget/Operating Plan
Quarterly Planning & Goal Setting
Develop KPIs and Scorecard
Executive Dashboard
Navigator View Reporting
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