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Business Acceleration Process

Mission: Our goal is to help both emerging and established businesses, as well as high-net-worth individuals, operate more efficiently and profitably. By optimizing business performance, we empower them with the flexibility to pursue and achieve their personal goals.

Welcome & Congratulations for joining the GR Advisory Services Inc (GRAS) Team! The GRAS is greener on this side!

Steps:

Week

1-2

01

Onboarding Call with Business Advisor & Project Manager.

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Schedule Appointment

02

Review Proposal & Sign Engagement Letter.

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Schedule Appointment

03

Access Your MS Teams Portal & Upload/Review Any Documents

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Schedule Appointment

Week

2-3

04

Schedule Conference Call with assigned Business Advisor to discuss next steps

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Schedule Appointment

05

Business Plan MBA Writer /Consultant - Conference Call

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Schedule Appointment

06

Business Plan Writer Revision Call

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Schedule Appointment

07

Approve Business and graphics.

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Schedule Appointment

Week

4-7

08

Financing Onboarding

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Schedule Appointment

09

Funder Introduction, Discovery Call, and Underwriting

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Schedule Appointment

10

Marketing & Digital Onboarding

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Schedule Appointment

11

Congratulations

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Schedule Appointment

Board Services

Ongoing

12

Building Advisory Board, Executive Team and Key Business Support Team

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Schedule Appointment

13

Corporate Certification Onboarding

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Schedule Appointment

14

Client Acquisition, Retainment and Assessment

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Schedule Appointment

15

Revenue Maximization & Expense Analysis

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Schedule Appointment

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Arthur Wylie Enterprises is a diversified company with subsidiaries that focus on the areas of consulting, entertainment, real estate, book publishing, and philanthropy.

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Services

  • Co-ventures and Strategic alliance
  • Business Advisory and/or Co-ownership
Client Support

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Onboarding Call with Business Advisor & Project Manager

Agenda:

  1. Introduction of all parties on the call.
  2. Mission Statement: GR Advisory Services Inc. (GRAS)

Client Goals:

  1. What are your goals in business and life?
  2. What is your biggest need to accelerate your business?
  3. What are things that you do well?
  4. What would be your expectation of GRAS

Discussion:

  1. GRAS 1 Min Video
  2. Business/Personal Acceleration Process
  3. Engagement Letter & Pricing
  4. Discuss Next Steps/Execution & Follow Up

 

Task:

  1. Questionnaire
  2. Review and Sign Engagement Letter & Submit Payment 

Next Steps for Your Business Consulting Onboarding

Agenda:

  • Review your customized proposal with business advisors
  • Sign Engagement Letter
  • Discuss Flexible Payment Plan

Thank you for choosing to partner with us. To ensure a smooth start, here’s what to expect next:

  1. Review Your Customized Proposal
    We will review the tailored business consulting proposal together, ensuring you fully understand the recommended strategies and services.
  2. Sign Engagement Letter
    Once you are comfortable with the proposal, we will move forward by signing an engagement letter to formalize our partnership.
  3. Discuss Flexible Payment Plan
    We offer flexible payment options to fit your business needs. During this step, we will finalize the best plan for you.

After Signing:

  • Client Account Set-Up:
    We will create your account in Microsoft Teams, our centralized platform for communication, file sharing, project management, and ongoing collaboration.
  • Download Microsoft Teams here: https://www.microsoft.com/en-us/microsoft-teams/download-app
  • Begin Business Acceleration Process:
    Our team will initiate the business acceleration plan, focusing on implementing strategies to drive growth, efficiency, and profitability.

Discussion and Execution:

We will schedule a call to:

  • Discuss the execution plan in detail
  • Outline immediate action items
  • Establish a regular follow-up schedule to ensure progress
Review and Sign Engagement Letter

&

Submit Payment

Upload Financial Documents

Goal: To allow access to your client portal though Microsoft Teams https://www.microsoft.com/en-us/microsoft-teams/download-app

  1. Download App: Desktop VERSION ONLY
    2. Business Advisor will add you as a user then you will be able to login.
    3. Sign in only through the app on desktop
    2. Go to the files section in your portal and begin uploading any files requested.

 

  1. Documents Needed: Any previous Business Plan, 3 years Business Tax Returns, 2 Year Personal Returns, 12-month Personal Bank Statements, 12-month Business Bank Statements, Funding Client Authorization Form. (This form is needed to discuss with your potential.

Schedule Conference Call with assigned Business Advisor to discuss next steps

  1. Goal: Prepare you for discover call with your MBA business plan writer, discuss cost structure, and business credit options.
  2. Task:
    1. Have a few dates and times in mind to help efficiently set up your appointment.
      1. Make 50% Payment for your business plan.
      2. Average Total Cost $3200-$4800 Depending on Industry, Scale, and if expedited.
    2. Confirm entity you want use and state registered.

Business Plan MBA Writer /Consultant - Conference Call

  1. Goal: This is a discover call that introduces you to your business plan writer to go over your business goals and ask any questions they may have from your GRAS questionnaire you completed earlier. The overall business plan process to completion typically takes 2-3 weeks depending on your involvement and how quickly you get back revision notes to your business plan writer.
  2. Task:
    1. Schedule Business Plan Discovery Call with your “GRAS Business Advisor”.
    2. Once the call is complete, this is a good time to handle the business formation process, business tax id request (EIN) if you not registered with the state and federal government. This is a good time to start while you are waiting for the business plan writer to finish the first draft.

Business Plan Writer Revision Call

After client received first draft.

    1. Please get draft notes back to your business plan writer within 24-48 hours. Be as detailed as possible in your explanations and concerns.

Approve Business and graphics.

  1. Congratulations, you made it! This is the fun part where you will see a beautiful and professional business plan. Please make any final changes, notes, or approval. Once complete. You need to schedule a funding preparation call with your business advisor to review the next steps with potential financiers.   

Financing Onboarding

1 – Assess Your Funding Needs

  • Determine how much funding you need, what it’s for (working capital, equipment, expansion, etc.), and how quickly you need it.
  • Know your credit score, financial history, cash flow, and collateral availability

 2 – Research Lender Types

  • Traditional Banks: Best for established businesses with strong credit and financials.
  • Credit Unions: May offer lower rates but stricter membership requirements.
  • Online/Alternative Lenders: Faster approvals, more flexible for newer businesses but higher rates.
  • SBA Lenders: Offer government-backed loans with competitive terms but longer processing times.
  • Private Lenders & Investors: Flexible but often come with higher interest rates and stricter terms.

3 – Compare Loan Options

  • Look at interest rates, terms, repayment schedules, fees, and customer reviews.
  • Understand the true cost of borrowing (APR, not just the interest rate).
  • See if they offer flexible terms like interest-only payments early on.

4 – Check Credibility and Reviews 

  • Verify that the lender is licensed and reputable.
  • Look at online reviews (Google, Trustpilot, BBB) and ask for client references if possible.

5 – Prepare a Solid Loan Application Package

  • Business plan
  • Financial statements (P&L, balance sheet, cash flow)
  • Tax returns
  • Debt schedules
  • Personal and business credit reports

6 – Apply to Multiple Lenders

  • Don’t settle for the first offer. Apply to several lenders to compare actual offers you qualify for.
  • Be careful about too many hard credit inquiries; group your applications within a 14-30 day period to minimize credit score impact.

7- Negotiate Terms

  • Don’t be afraid to negotiate interest rates, fees, or repayment terms once you have multiple offers.
  • Some lenders may offer better terms if they know you have other offers.

8 – Choose the Best Fit
Pick the lender whose terms, reputation, and service align best with your business’s goals and repayment ability — not just the one offering the most money.

Funder Introduction, Discovery Call, and Underwriting:

  1. Goal: A call will be set up by your business advisor and your potential funder to assist with a smooth transition and to make sure they have a clear understanding of your business and funding goals.
  2. Task: Submit documents that they may need and be proactive in responding to questions. Please cc your business advisor on communication to help with any business planning or strategy questions. The process typically takes 10 days to 3-months depending on the loan amount and complexities of the business. Most of our past clients average 30-45 days if they prepare and take care of any challenges that arise during the business acceleration process.
  3. Note: Each client case is different and time constraints to do the necessary requirements by the financiers. Example: Getting another year of Tax Returns, Record of Invoices, Proof of Insurance, Proof of Business License’s, Letter of Explanations, etc. 

Marketing & Digital Onboarding

1. Goal: Activate your marketing, social media, and digital presence by executing the key action items outlined in your business plan.

2. Tasks: Review your current marketing initiatives with your business advisor and, if applicable, your current or potential marketing consultant.

Evaluate and prepare to implement strategies from your business plan to strengthen your digital presence.

Key Areas of Focus:

  • Website & App Development
  • Review current hosting platforms.


Automation & AI Integration
Implement automation systems and AI tools to streamline operations, improve efficiency, and optimize customer interactions.

Social Media Management
Develop or enhance strategies for content creation, scheduling, engagement, and audience growth across key platforms.

Virtual Assistant Integration
Consider utilizing virtual assistants to expand operational capacity, increase productivity, and minimize daily administrative involvement.

Building Advisory Board, Executive Team and Key Business Support Team

    1. Discuss Monthly/Quarterly Meeting’s Pricing
      1. Review Business Plan Status
      2. New Client Acquisition’s
      3. Review Financials
      4. Staffing
      5. Review Technology: Website’s, Phone Systems
      6. Review Marketing: Social Media, Publicity, Mail, Trades, Commercials

Corporate Certification Onboarding

  1. Discuss Options Available
    1. Veteran Certified Owned Companies
    2. Minority Business Enterprises
    3. Women Owned Business

Client Acquisition, Retainment, and Assessment

Quote:

Everything in business is about solving for X! AW

Goal: To evaluate current client acquisition strategy and look for areas to scale and sustain. Most importantly give an assessment of the technology, staffing, budget, and equipment needed to accomplish the desired results.  Areas of discussion:

  • What is your client acquisition goals and desired results?
    • Number of Clients per month?
      • Which Product/Services?
    • Additional revenue you want to generate per month from new clients?
  • Who are your ideal clients?
  • What are the top 3 companies you would like to work with?
    • What obstacles are keeping you from working with them?
  • How do you find your clients?
  • Who are your top clients and why?
    • How could you do more business with them?
  • What problem does your company, product or services solve?
  • What are currently doing to market your company and gain clients?
  • What is working and what is not? Why?
  • What are new areas you would like to expand to?
  • What is your current marketing and publicity strategy?
  • How are you utilizing social media and your website to attract clients?
  • What conventions and trade organizations are apart of?
  • Do you have an email retention program or newsletters?
  • What incentives do you offer your client?
  • Have you used direct mail?
  • Are you a certified Veteran, Minority Business Enterprise, Women owned business?
  • What is your marketing budget per month you can do comfortably?

Revenue Optimization & Expense Analysis

Goal: To evaluate current client expense strategy and look for areas of reduction and reallocation of expenses while maintaining a high level of service and quality.

  • What are your top 3 expenses?
  • When was the last time you reviewed last year’s P&L, Balance Sheet?
    • Please Upload your last month & Year P&L and Balance Sheet?
  • What debt is restricting you from being more profitable and why/what happens?
  • What is your accounting /bookkeeping software?
  • Who is your accountant and bookkeeper?
  • Do you have any tax debt?

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