Private Client StrategyCorporate Advisory

For businesses / Corporate Advisory

Stronger decisions.
A clearer business strategy.

Executive-level advisoryDefined engagement periodsFixed fees. Written scope.
Service 01Flagship

Flagship Corporate Engagement

Executive Growth & Competitive Advantage

$15,00090-Day Executive Advisory Engagement

One fixed engagement fee. Not monthly.

Our most comprehensive corporate advisory engagement. Designed for established businesses seeking a stronger competitive position, profitable growth opportunities, and a practical strategy to compete more effectively.

See a sample diagnostic

Market-entry decision brief. Suppose a retailer is comparing two locations. At $12,000 in monthly fixed costs and $40 contribution per sale, the first needs 300 sales a month to break even. We would compare that threshold with foot traffic and conversion assumptions before suggesting a pilot.

Illustrative figures. Actual deliverables depend on the agreed scope. This sample is a budgeting / break-even illustration, not a forecast of any business’s results.

Education only - not investment, tax, or legal advice. Aurum Strategy TX provides general financial education, budgeting help, and business consulting. We are not a registered investment adviser or broker-dealer, we do not sell securities or any financial product, and we do not recommend that you buy, sell, or hold any investment. We do not take custody of your money, access your accounts, or make or execute decisions for you - you control your accounts and make every final decision, independently or with a licensed professional you engage. Investing involves risk, including loss of principal. No return, savings, tax, or business outcome is promised or guaranteed. Full terms and disclosures.

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View all 8 included services
  1. Competitor Intelligence

    Analyze competitors' pricing, services, market positioning, business models, and vulnerabilities using lawfully available information.

  2. Business Structure Assessment

    Evaluate organizational structure, operations, efficiency, and scalability.

  3. Strategic Pricing Analysis

    Identify opportunities to improve margins, pricing power, and market competitiveness.

  4. Market Expansion Research

    Assess new markets, customer segments, revenue opportunities, and expansion feasibility.

  5. Competitive Leverage Strategy

    Develop potential strategic advantages and stronger commercial negotiating positions.

  6. Financial & Operational Diagnostics

    Examine profitability, cash flow, expenses, and operational weaknesses.

  7. Executive Growth Roadmap

    Receive a customized strategy with priorities, objectives, and implementation milestones.

  8. 90-Day Executive Advisory

    Structured strategic sessions, progress reviews, and implementation guidance during the defined engagement period.

What you receiveA competitive-position assessment, prioritized growth opportunities, and an executive roadmap with implementation milestones.

One fixed $15,000 fee for the defined 90-day engagement, not a monthly fee. Deliverables, session schedule, milestones, and payment dates are agreed in writing before work begins. Additional work or an extension requires a separate agreement.

Service 02Focused advisory

Focused Financial Advisory

Business Financial Optimization

$7,50060-Day Financial Advisory Engagement

One fixed engagement fee. Not monthly.

A focused engagement to understand your business's financial performance, identify unnecessary expenses, improve cash-flow management, and find opportunities to strengthen operational profitability.

See a sample diagnostic

13-week cash forecast. Suppose payroll of $40,000 is due Friday, the opening balance is $30,000, and a $25,000 invoice clears Monday. The forecast flags a $10,000 Friday gap even though Monday’s balance would be positive. Management can compare collection dates and payment terms.

Illustrative figures. Actual deliverables depend on the agreed scope. This sample is a budgeting / break-even illustration, not a forecast of any business’s results.

Education only - not investment, tax, or legal advice. Aurum Strategy TX provides general financial education, budgeting help, and business consulting. We are not a registered investment adviser or broker-dealer, we do not sell securities or any financial product, and we do not recommend that you buy, sell, or hold any investment. We do not take custody of your money, access your accounts, or make or execute decisions for you - you control your accounts and make every final decision, independently or with a licensed professional you engage. Investing involves risk, including loss of principal. No return, savings, tax, or business outcome is promised or guaranteed. Full terms and disclosures.

Request a Financial Consultation
View all 8 included services
  1. Business Financial Performance Review

    Review operating results and financial patterns using company-provided records.

  2. Cash-Flow Analysis & Forecasting

    Map cash movement and develop forward-looking scenarios with clearly stated assumptions.

  3. Expense & Cost Structure Assessment

    Identify unnecessary expenses and evaluate fixed and variable operating costs.

  4. Profitability & Margin Analysis

    Review margin drivers and potential areas for improvement.

  5. Working Capital Optimization

    Evaluate receivables, payables, inventory, and liquidity needs where applicable.

  6. Financial Risk & Efficiency Assessment

    Identify operating financial risks, process gaps, and efficiency opportunities.

  7. Financial Improvement Action Plan

    Receive prioritized actions, responsibilities, and review milestones.

  8. Scheduled Financial Advisory Sessions

    Review findings and implementation questions on an agreed schedule during the 60-day period.

What you receiveA financial performance diagnostic, cash-flow scenarios, and a prioritized financial improvement action plan.

One fixed $7,500 fee for the defined 60-day engagement, not a monthly fee. Deliverables, session schedule, and payment dates are agreed in writing before work begins. Additional work or an extension requires a separate agreement.

At a glance

Choose the right scope.

Compare the two fixed-fee corporate advisory engagements.
EngagementExecutive GrowthFlagship / 90 daysFinancial OptimizationFocused / 60 days
Total fee$15,000$7,500
Primary focusCompetitive strategy + financial and operational reviewFinancial performance + cash-flow planning
Best fitEstablished businesses evaluating growth, expansion, pricing, and competitive positioning.Businesses seeking a focused review of costs, cash flow, margins, and working capital.
Written planExecutive growth roadmapFinancial improvement action plan