BUSINESS STRATEGY + ADVISING + TRAINING
Helping Minority Business Owners Achieve Growth & Profitability
Making Sure We Get Our Piece of the American Economic Pie !
I’d love to send you some info that can help your small business begin the hard work of recovery from the pandemic crisis.
HOW WE HELP THE MINORITY SMALL BUSINESS OWNER …
We Help Minority Small Business Owners Maximize
3 Keys to Unlock Sustainable Business Growth & Profits …
The 3 Core Benefits We Give You are …
We help you achieve the 3 Keys to Business Growth &Profits by providing 3 Premium Services:
Virtual CFO & Financial Planner, Strategic Planning and Leadership & Team Building …
#1
Virtual CFO & Financial Planner
- Monthly/Quarterly Review of your financial reports by an expert, experienced CPA
- If needed, our Auditing & Accounting firm can provide accounting services
- Identify trends, KPIs in your business which could be danger zones for your business if not handled immediately
Wealth planning, Retirement Planning, Asset Protection & Business Succession
#2
Strategic Planning
- Develop a 1-to-5-year Strategic Plan
- Work step by step with you to implement and evaluate progress of your Strategic Plan – recommending modifications as needed
- Develop OKRs to support strategic plan
- Quarterly Review & Update of Strategic Planning
#3
Leadership & Team Building
- Training on building, leading & managing staff to create a high performing team to help you achieve your business goals
- Staff training – we help you train your staff to become high performing fully engaged team members, so they help you achieve yoru business goals
Your Membership Fee Is An Investment In
Your Business Success
PRICING PLANS
OUR PRICING PLANS ARE REALLY SIMPLE. The Starter Plan is where everybody starts. The monthly membership is $149/month which is $1,788 per year but if you pay in full now your annual membership is $997. The annual 1 time payment gives you a 44% discount of $791. Included in your Starter plan is 1 30 minute session each month with your Virtual CFO, your Virtual Strategic Plan Advisor, your Virtual Leadership & Teambuilding Coach and with your Business Legal Advisor.
Of course you get 1 Business Strategy Masterclass and 1 Business Rebound Webinar. You can access more hours with your Virtual Team on a pay as you go as needed basis at $300 per hour.
However if you realize that you will need more time each month from your Virtual Team of CPAs, Attorneys, Strategic Advisors you can upgrade to one of our bundled packages which locks in a preset number of hours for your Virtual Strategy Sessions. So for example, the Starter plan gives you 30 minutes with your Virtual CFO but the premium plan gives you 4 hours each and every month. When you upgrade your 1 time annual Starter Plan of $997 will be credited to your new plan.
This is a huge savings because with the bundled packages you get a 50% or more discount on the hourly rate of your Virtual Team. So for example if you were to schedule 1 hour with your Virtual CFO and your Virtual Strategic Advisor and your Leadership Coach the hourly rate will be $300 for each session. So that’s $900. And if you scheduled 4 hours with them WITHOUT the Premium Plan it would cost you $3600 (900X4). And that’s only the virtual CFO, Strategic Plan Advisor, and Leadership coach, not including the business attorney. With the 4-hour premium package your monthly membership is $2499. So just on these 3 Virtual Professionals you are already saving $1100.
STARTER PLAN
Monthly Consulting & Coaching:
- Virtual CFO = 0.5 hours
- Virtual Strategic Plan =0.5 hours
- Leadership & Teambuilding = 0.5 hours
- Legal Consultations = 0.5 hour/Quarter
- 1 Personal Financial Planning Sessions / Yr
- 1 Online Masterclasses / Month on specific business strategy topics to help your business achieve greater Resiliency, Sustainability & Growth.
- 1 Business Strategy Webinar / Month
- Core Services available at significant discounts to ALL Membership Levels
PREMIUM
Monthly Consulting & Coaching:
- Virtual CFO = 4 hours
- Virtual Strategic Plan = 4 hours
- Leadership & Teambuilding = 4 hours
- Legal Consultations = 1 hour
- 4 Personal Financial Planning Sessions / Yr
- 2 Online Masterclasses / Month on specific business strategy topics to help your business achieve greater Resiliency, Sustainability & Growth.
- 1 Business Strategy Webinar / Month
PRO PLAN
Monthly Consulting & Coaching:
- Virtual CFO = 2 hours
- Virtual Strategic Plan = 2 hours
- Leadership & Teambuilding = 2 hours
- Legal Consultations = 0.5 hour
- 2 Personal Financial Planning Sessions / Yr
- 1 Online Masterclasses / Month on specific business strategy topics to help your business achieve greater Resiliency, Sustainability & Growth.
- 1 Business Strategy Webinar / Month
UPGRADE BENEFIT– If you realize that you will need more time each month from your Virtual Team of CPAs, Attorneys, Strategic Advisors you can upgrade to one of our bundled packages which locks in a preset number of hours for your Virtual Strategy Sessions. So for example, the Starter plan gives you 30 minutes with your Virtual CFO but the premium plan gives you 4 hours each and every month. When you upgrade your 1 time annual Starter Plan of $997will be credited to your new plan.
This is a huge savings because with the bundled packages you get a 50% or more discount on the hourly rate of your Virtual Team. So for example if you were to schedule 1 hour with your Virtual CFO and your Virtual Strategic Advisor and your Leadership Coach the hourly rate will be $300 for each session. So that’s $900. And if you scheduled 4 hours with them WITHOUT the Premium Plan it would cost you $3600 (900X4). And that’s only the virtual CFO, Strategic Plan Advisor, and Leadership coach, not including the business attorney or Personal Financial Plan consultations. With the 4-hour premium package your monthly membership is $2499. So just on these 3 Virtual Professionals you are already saving $1100.
Here’s what some of our members say …
[rt-testimonial id=”4545″ title=”minoritybusinessstrategyzone”]
HERE ARE MORE REASONS MEMBERS STAY WITH
The Minority Business StrategeZe & Mentorship Zone
- Networking with a community of 100’s of other minority business owners
- Monthly Masterclass to learn new tools & techniques to turbo charge their businesses
- Access to financing and capital resources
- On Demand Library of videos, White Papers, Checklists etc on issues that minority business owners deal with every day
- Mentors – ability to connect with other successful minority business owners
- The expertise and experience of our Zone Team is best in class
- Vetted pool of professionals to provide consulting, coaching and core services. Eg CPAs, Attorneys, Financial Planners, Social Media Marketing experts
- Be part of a Heptagon Peer Advisory Group and harness the power of Peer Support – see video below
Our Small Business Advisors, Mentors will help you solve challenges and develop actionable strategies such as:
- How to price your goods & services optimally for competitiveness and profitability
- Accessing Capital via banks, investors –
- Building business credit
- Managing business debt
- How to stay compliant with IRS tax regs
- What’s the best entity for yoru business – LLC, C Corp, etc
- Variance Analysis – developing realistic operating budgets & sticking to it
- Understanding yoru financial reports – what do these numbers really mean
Meet the key members of our Zone Team …
W Vernon Murray CPA DBA PhD
- Founder/Director
- 30+ years as small business owner
- 30+ years advising/mentorin 1,000’s of business owners
Rosemarie Wilson
- Director of Membership Services
- Successful business owner
- 30 years experience
- Former SMB advisor @ Urban League
- Certified Social Media Marketing
- Marketing Strategist