Strategic Business Planning

For Mission-Driven Entrepreneurs 

You didn’t build your business just to generate revenue.

You built it to create impact, autonomy, and a life aligned with your values.

Brian Thompson Financial provides structured financial oversight and strategic partnership for founder-led service businesses.

We are fee-only: no commissions, no product sales, no hidden incentives. Just transparent pricing and thoughtful guidance.

Our work unfolds in two phases.

Phase I: Discovery

Strategic Foundation (4–6 Weeks)

Discovery focuses on establishing clarity and stabilizing your financial foundation.

We will:

• Clarify your mission, vision, values, and long-term goals
• Review financial statements and tax structure
• Stabilize current-year bookkeeping
• Evaluate cash flow and profitability systems
• Deliver a documented roadmap
• Recommend the right ongoing partnership

Investment

• Sole Proprietors: $4,000–$6,000
• S-Corps: $6,000–$8,000

Phase II: Ongoing Care

Strategic Partnership

Once we establish the foundation, we implement and optimize through one of three advisory tiers.

Bronze — Foundational Planning

Annual oversight and compliance support. Starting at $8,000 (Sole Props) / $10,000 (S-Corps)

Silver — Strategic Advisory Partnership

Our core tier. Ongoing visibility, disciplined cash management, and proactive planning. Starting at $12,000 (Sole Props) / $15,000 (S-Corps)

Gold — Fractional CFO Partnership

Embedded, leadership-level financial partnership for growing or complex businesses. Starting at $20,000 (Sole Props) / $25,000 (S-Corps)

Fees adjust for complexity (multiple entities, additional owners, multi-state operations, growth stage).

In addition to our ongoing care offerings, we can scope operational and project-based services (payroll, restructuring, advanced modeling, etc.) separately.

Lastly, we integrate personal financial planning to align your business with your life goals.

Discovery creates clarity. Ongoing Care delivers disciplined execution.

Ready to explore whether this is the right fit? Schedule a 15-minute introductory call.