Let's find the right advisory fit for your business.

Before we meet, we'd like to understand where you are and what you're working toward. It takes 10–20 minutes — and makes our 30-minute call significantly more valuable.

Select the tier that most closely describes your business today.

Which tier best describes your business's financial situation?

Not sure? Read the descriptions below — choose the one that feels most like where you are right now.

Tier 1

Essentials

For businesses needing foundational financial oversight and clarity — clean reporting, cash visibility, and a trusted monthly CFO review.

Month-end close process review & advisory
13-week cash flow forecast & burn runway
Monthly CFO review (90 min)
Best-efforts email support (within 3 business days)

For businesses scaling operations and seeking sharper financial visibility — investor-ready dashboards, financial modelling, and strategic monthly advisory.

KPI dashboard design & financial metrics review
Financial scenario analysis & model review
Runway & burn analysis, fundraise readiness
Monthly CFO call

Begin Questionnaire

Tier 3

Strategic

For businesses navigating complex, high-stakes financial decisions — capital strategy, investor-grade reporting, and senior CFO advisory.

Purpose-built pitch deck financial model & investor assumptions
Term sheet financial analysis & impact modelling
M&A financial advisory & analysis
Board-level financial insights & presentation advisory

Begin Questionnaire

Not sure which tier fits? Start with Essentials — we'll discuss the right scope on the call. Or reach out directly at hello@shalomadvisory.com

→ Start with Essentials