Core Packages

TrailBlazer Foundation - Financial Control & Visibility

For Companies under $5M

Best For:

Founder-led businesses with inconsistent reporting, tight cash flow, or reactive decision-making.

What We Deliver:

Monthly financial reporting (clean P&L, Balance Sheet, Cash Flow)
13-week cash flow forecast
Basic KPI dashboard
Budget creation + monthly variance review
Margin analysis
Accounting oversight & cleanup
CPA/tax coordination

Investment:

$4k - $8k/month

Outcome:

Clear visibility
Controlled Cash
Predictable Operations

Growth Accelerator Package

For $3M–$10M scaling companies

Structure growth before it breaks you.

Includes Everything in Foundation PLUS:

12–36 month financial model
Hiring & capacity planning
Pricing strategy review
Unit economics optimization
Working capital management
Board-ready reporting
Capital structure review
Bank/lender interface

Investment:

$8k –$15k/month

Outcome:

✔ EBITDA expansion
✔ Structured growth
✔ Improved margins
✔ Stronger lender relationships

Capital & Exit Readiness Package

For companies planning to raise capital or sell in 12–24 months

Includes:

Investor-grade financial model
Valuation strategy
Data room creation
KPI normalization
Quality of Earnings preparation
Capital raise support
M&A advisory (buy or sell)
Financial story & investor deck input

Investment:

$5k –$25k/month
Optional success fee
Optional equity participation

Outcome:

✔ Higher valuation
✔ Smoother diligence
✔ Investor-ready positioning

Outcome:

✔ EBITDA expansion
✔ Structured growth
✔ Improved margins
✔ Stronger lender relationships