Your Journey Can't Begin Until You Know

Where You're Starting From

DISCOVERY CONSULTING PACKAGE
4 x 50-minute Calls with David Shepherd

1 — WHAT IT IS

The Situation Audit Discovery Package is four 50-minute calls with me, built to do one thing: give you an honest, current picture of where your firm actually stands — financially, strategically, and competitively — as well as your greatest opportunities.
 

2 — WHAT YOU'LL GET

• Basic Financial Statement Analysis (At your option)
• SWOT Analysis (Strengths, Weaknesses, Opportunities, and Threats based on survey forms and interviews)
• Strategic Audit (Is your message consistent everywhere it appears?)
• Customer Evaluation (Are you attracting "ideal" clients?)
• Overhead Structure Review (Have you built the "right-sized firm?)
• Key Performance Indicators (3-5 measures you must track going forward)
  
  

3 — A FINAL DETAILED REPORT

At the end of the four weeks,  I will put everything into a single deliverable Situation Audit Report — your numbers, your SWOT, your KPIs, and my read on where the leverage is, written in plain language and organized so you can act on it immediately.

4 — INVESTMENT

$1,250

Four 50-minute calls, spread across four weeks, plus your 20-page Situation Audit Report at the end. Once you purchase, I'll reach out via email within one business day to get your four calls on the calendar.

5 — FAQ

Q: Do the four calls need to be weekly?
A: You're busy and I'm busy, so it's best to set and stick to a 4-call schedule, same day of the week and same time for four consecutive weeks. Flexibility is always offered in the event of unexpected conflicts .

Q: What if I'm not sure this is the right fit?
A: Book a free 20-minute Discovery Call below and we'll figure it out together — no pressure either way.

Q: Will I need to provide materials in advance?
A: I will ask for up to three years of year-end P&L Statements as well as a Year-to-Date Statement. Some firms don't have accurate or timely statements, which is why this phase is optional. If you provide the statements, I will include highlights in your final Situation Audit report. 

Q: Will there be "homework?"
A: Yes, in most weeks I'll have a questionnaire or other simple assignment for you to complete or think about. 

Q: How are the calls created? Are they video calls?
A: You will receive simple calendar invites to a video call on Google Meet. You do not have to be a Google account holder to join. 

Q: How soon after purchasing does the first call typically occur?
A: Simply complete your purchase below and I'll reach out to you by email within one business day. The first official 50-minute session will be scheduled within a week. 

Q: What if I decide I'd like to continue with the sessions after the first four?
A: This option depends on my schedule, but existing clients always receive the highest priority when openings are available. 

6 — READY WHEN YOU ARE

 BUY THE DISCOVERY PACKAGE — $1,250