Business Mentoring Services

Which one of these is you?

  • You have a business bubbling up inside of you but aren’t sure if it’s meant to be. Is the business idea viable? Do you have the chops to make it happen? How can you finance it? Is it a true calling or a fantasy? 

  • You’re successful, but only in working for other people. You’re confident in your skills but you have no solo business experience—and you’re not sure how to get your own business up and running.

  • You’re on the hamster wheel of running your business day-to-day, but you no longer feel in sync with your business. The gears are stuck. You may even no longer be on speaking terms with your creation.

I see you, and I can help.

In my 30-year career investing in small-cap stocks, I’ve analyzed hundreds of companies. I know what makes a business thrive. And as a small-business owner, I know how hard it can be to face big business decisions alone.

 With my business mentoring services, we can get your idea off the ground, build up your business chops and your confidence, and help you reconnect and stay connected with your passion for your work.


Level 1: Business Idea Assessment

1-hour business assessment

$250 US*

 If your business is bugging you to make it real already, and you want a frank assessment, book a 1-time consultation with me. We’ll talk through your idea and I’ll use my business expertise to draw out all the details – the strengths, the weaknesses, the strategy, the blind spots you may be missing. After our time together, I’ll send you a summary of recommendations that you can use in building out your full game plan.

Once you book our session, I’ll send you an email requesting any materials and information I’ll need to review before we meet. Be sure to watch your inbox!

 * If you decide to work with me for intensive mentoring within 30 days after your Business Idea Assessment, I’ll credit your assessment fee to the larger program cost.


Level 2: New Business Launch

180 days (6 months)

$10,000 US

You know your idea needs to meet the world, but you’re not sure how to get it off the ground. No problem. We’ll develop your launch sequence together, and I’ll be mission control as you take off. You bring the idea and your passion for it, and I’ll fill in the gaps, do the safety checks, and make sure you’re prepped for your new mission. When you book your program, we’ll do a quick pre-engagement consult to make sure you’re ready for launch, and then we’ll dive in!


Level 3: Business Alignment

90 days (3 months)

$6,000 US

Is business going fine, but it just feels like a grind all the time? Life is too short for joyless toil. We’ll diagnose what’s going on and come up with a plan to bring joy back into your business life.

 Or maybe there’s a new opportunity on the table. You’re not sure whether or how to incorporate it into your business, but you know what looks good on paper can be a disaster in real life. We’ll look together at the upside and the risks. I’ll be your wingman and have your back as you plot your new course