Ongoing Business Consulting Service

This monthly subscription service requires the establishment of a Eustace Advisors Business Plan via the One-Time Business Plan Development service and involves working one-on-one with a Eustace Advisors representative over an extended period of time.

The Client and Eustace Advisors will reference an Annual Service Calendar similar to the example shown below. This Service Calendar defines the timing of: (1) periodic meetings to update Client's Business Plan information, monitor the Business Plan performance, adjust the Business Plan as needed to reflect market changes and business performance; (2) Client reviews to assess company financial statements and help prepare business tax return information; and (3) delivery of information to the Client related to insurance, employee management and development, succession planning and marketing.

Ongoing Business Consulting Service Process

Ongoing Business Consulting Service Calendar