Business Strategy and Advisory

In today’s unpredictable world, having a plan isn’t just for business owners—it’s for everyone. Life can throw unexpected challenges your way, whether they’re financial, social, or personal. That’s why creating a personal business plan can be your secret weapon, even if you’re not currently running a company.

Whether you’re considering a new venture or looking to optimize an existing opportunity, our experienced team is here to help you navigate the complexities of the business landscape. We understand the stakes are high, and we’re committed to helping you make decisions that lead to success.

The goal is to create a business income stream that supports your life goals, values, and peace of mind.

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Testimonials

"Alexis and her team helped me identify what was slowing down my firm and completely revamped how we manage our day-to-day operations. The systems they put in place made everything more streamlined and scalable and you can tell Alexis really cares about small businesses. Looking forward to working together again in the future"
Lena D., Personal Injury Law Firm Founder & Operator Atlanta, GAOur operations finally feel organized and efficient
“I enjoyed working with AGREE. Alexis didn’t just give advice she got into the details, cleaned up our workflows, and helped us build processes we could stick to. She made it easier for us to track our finances, plan ahead, and operate like a real company.”
Rashad R., Real Estate Broker Atlanta, GANice Work!
“I came in with scattered thoughts and after our first session I had so much more clarity and felt much more confident. Alexis has helped me cut through the noise, focus on what actually matters, and provided steps I could act on right away.”
Tasha W., Chicago, ILI left the session with so much clarity

Why Choose Us?

Tailored Strategies

We don’t believe in one-size-fits-all. Our advice is customized to fit your specific needs, ensuring that your business plan is as unique as your vision.

Expert Evaluation

We provide thorough assessments of your business idea, market potential, and financial projections to help you make informed decisions.

Step-by-Step Guidance

From initial concept to execution and beyond, we guide you through every phase, helping you avoid common pitfalls and capitalize on opportunities.

Long-Term Support

Our relationship doesn’t end after the initial consultation. We offer ongoing support to ensure your business continues to thrive.

Invest in your future with confidence. Let us help you turn your small business dreams into reality. Together, we can build a strong foundation for lasting success. We specialize in helping entrepreneurs and business owners make smart, strategic decisions in financial management, marketing, operations, and long-term planning.

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Business Strategy and Advisory Services

For Aspiring Business Owners: Launch with Confidence

Start strong with a solid foundation. We help turn ideas into actionable plans.

Business Planning & Strategy Development

  • Start strong with a solid foundation. We help turn ideas into actionable plans.
  • Go-to-market strategies and feasibility assessments

Entity Formation Guidance

  • Legal structure selection (LLC, S-Corp, etc.)
  • Registration support and compliance setup

Financial Setup

  • Start-up budgeting and break-even analysis
  • Funding strategies (grants, loans, investors)

Brand & Marketing Foundations

  • Target audience research and brand positioning
  • Logo, messaging, and digital presence launch planning

Operational Setup

  • Tools and software recommendations
  • Basic processes and workflows to get started efficiently

For Existing Businesses: Optimize and Scale

Already running a business? We help refine your strategy, boost performance, and support long-term growth.

Strategic Planning & Growth Roadmaps

  • Strategic reviews and 1-3 year business roadmaps
  • Market repositioning, expansion, and scalability plans

Financial Management Advisory

  • Profitability analysis and cost-saving strategies
  • Financial forecasting, budgeting, and performance tracking

Marketing Strategy & Brand Growth

  • Campaign optimization and marketing audits
  • Social media, email, and content strategy planning

Operations & Efficiency

  • Workflow analysis and process improvement
  • SOP development and team structure optimization

Performance Metrics & KPI Tracking

  • Custom dashboards and reporting setup
  • Sales and customer data insights to drive decisions

Essential Package

Kickstart your business with all the foundational tools you need to launch with confidence:

Digital Training Suite & Community Access

  • Gain exclusive entry to our library of resources and supportive community (includes resell rights!).

Strategy & Planning Calls

  • One-on-one sessions to map out your vision and next steps.

Professional Business Plan

  • A structured, investor-ready plan tailored to your goals.

Custom Website with AI Chatbot

  • A sleek, functional site designed to engage and convert.

Custom Logo Design

  • A unique brand identity crafted to stand out.

Brain Map

  • Visualize and organize your ideas with a clear roadmap for execution.

Growth Package

Take your business to the next level with advanced tools and strategies. Includes everything in Essential, plus:

Financial Strategy

  • Insights and guidance to structure your finances for growth and sustainability.

Brand & Social Media Pack

  • Cohesive branding assets and social templates to elevate your online presence.

CRM Setup & Guide

  • Streamlined customer relationship management system with step-by-step support.

Customized Business Solution Built for if

  • You have a business idea but don’t know where to start
  • You're struggling to make your business profitable
  • You feel overwhelmed managing operations or finances
  • You want expert guidance to scale your existing business
  • You’re ready to build a business that supports your life goals
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