Start with a report. Keep the advisor.
Understand your complete financial picture with tailored insights and recommendations to make smarter business decisions.
Sent here by your bank or economic development partner? They gave you a code for the Snapshot Assessment. Enter it at checkout.
Go to the SnapshotBusiness Insights Report
Business deep-dive & strategic roadmap
$300, one time
- Clarity on your business priorities
- High-level business valuation
- Value creation opportunity
- Grading and financial benchmarks across the business
- Ideal for exit planning and strategic growth conversations
Report included
Orca Advisor
Your always-on strategic business partner
$300/month
- Business Insights Report included
- Methodology and toolkit for driving enterprise value growth
- Unlimited conversations with your Orca AI Advisor
- Personalized recommendations
Switch to annual and save 33%
Want a diagnosis first? Start with the report.
Want it handled all year? The subscription includes the report.
Run an accounting firm? Firm pricing is on the accountants page.
Orca vs. Traditional Advisory
The quality of expert guidance without the cost and scheduling hassles.
| Orca Advisor | Traditional Advisor | |
|---|---|---|
| Methodology | Structured | Ad-hoc |
| Availability | 24/7 | Business hours |
| Response time | Instant | Days/weeks |
| Monthly cost | $300/month, or $200/month billed yearly ($2,400) | $2,000-10,000+ |
| Personalization | Based on your data | Varies |
| Continuity | Always up-to-date | Meeting notes |
“The business insights report caused us to start having conversations about our business that we have needed to have for a while. It correctly pinpointed the areas we needed to work on and helped us have a plan for addressing them.”
Lisa Courter, United Gold Buyers
Not sure which assessment is right for you?
Our team is here to help you find the perfect fit for your business needs.