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ONE SUITE OF SERVICES THAT SUPPORTS SMALL-BUSINESS EDUCATION, DATA DRIVEN DECISIONS, AND REDUCED RISK

ONLY PAY FOR WHAT YOUR CLIENT'S NEED

PRE-LAUNCH PLANNING

Education:

  • The importance of finding Life / Work balance 

  • How to develop & test your business model

  • How to validate your market through customer discovery

Data Driven Decisions:

  • Setting realistic expectations based on time commitments.

  • Acknowledging non-work priorities in setting goals

  • Delaying spending for growth until a market is validated

Financial Risk Reduction:

  • Delaying lending until the business model can be proven 

  • Staying employed until the business needs full-time effort

  • Focusing on building for profitability before scale  

GROWTH PLANNING

Education:

  • Detailed operations focused curriculum built into the app

  • We teach how to read + create financial statement

  • Outside expertise available on demand

Data Driven Decisions:

  • Detailed cost analysis so clients know their COGS per unit

  • Cost-plus & value based pricing

  • Capacity driven staffing & sales expectations

Financial Risk Reduction:

  • Automated financial red flags keep financials realistic

  • We teach that financials flow from operations, so clients are unlikely to make up numbers  without a basis in reality  

RECOVERY PLANNING

Education:

  • Helps owner find the sources of problems in their business 

  • Owners design operational  changes to get better financial results

Data Driven Decisions:

  • Owners prioritize changes and set dates for implementing them

  • Lets owners work out financial impact prior to making changes

  • Proprietary tools take care of the calculations for ease & accuracy

Financial Risk Reduction

  • Use recovery plans proactively when problems are first noticed, so they don't get out of hand

  • Recovery plans prioritize paying debts on time and adding efficiency for profitability

THE EASIEST TERMS & A FIT FOR ANY BUDGET

Partner Pricing
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WE PROVIDE THE MOST FLEXIBILITY POSSIBLE SO PARTNERS OF ALL SIZES & SITUATIONS CAN DESIGN THE SERVICE PACKAGE THAT FITS THEIR NEEDS & THEIR BUDGET.

  • You decide how much you want to spend per year based on your expected or desired client activity.

  • You pay that amount*

  • You decide which services you want to pay for on a case-by-case basis when you meet with clients.

  • If you use up what you paid for you can buy more at any time

  • Unused services roll over to next year's total 

 

Contact Byron Taylor or Tracy Shea to discuss your situation and get your questions answered.  

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Byron:  byron@pebbleplan.com / 214.253.9363

Tracy:  tracy@pebbleplan.com / 806.340.7006 

 

* An affordable annual minimum spend is required.

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