Advisory Packages
All packages are fixed monthly fees — no hourly billing. For the Business Value Monitoring package, there is no fixed-term commitment; however, if a client cancels early after receiving a Calculation of Value Report, a true-up fee applies so that the report reflects its standard standalone value ($6,000). For the Strategic CFO Advisory and Premium Growth Partner packages, a minimum 6-month commitment is required. If canceled early after a Calculation of Value Report has been provided, the true-up fee will also apply.
1. Business Value Monitoring
Price: $750/month
Perfect for owners who want peace of mind and regular insight into what drives their company’s worth.
What’s included:
• One full calculation of value report each year
• Quarterly “value update” scorecards with key metrics and valuation multiples
• Annual strategy call to review results and next steps
• Email support for valuation-related questions
2. Strategic CFO Advisory
Price: $2,000/month
Designed for companies ready to grow — this package blends valuation expertise with ongoing strategic advice.
What’s included:
• Two calculation of value reports per year
• Monthly financial performance reviews with peer benchmarking
• Acquisition opportunity reviews and guidance
• Annual capital structure and debt review
• Up to 3 hours of monthly consulting calls
3. Premium Growth Partner
Price: $3,500/month
Our most comprehensive package for businesses pursuing growth, acquisitions, or exit planning. Think of it as a fractional CFO with a valuation focus.
What’s included:
• Quarterly calculation of value reports
• Monthly dashboard tracking KPIs tied to valuation drivers
• Hands-on M&A support (valuation modeling, buyer/seller prep, pitch deck review)
• Up to 8 hours of monthly consulting calls
• Annual half-day strategy session (virtual or in-person)
✅ Clear pricing. Tangible value. Flexible options. Whether you just need annual updates or a full growth partner, we provide ongoing insight to help you make smarter decisions and maximize business value.
Founded in 2017 and led by a CFA Charterholder, CPA, and ABV with over 20 years of valuation experience, Gateway Valuation Consulting offers recurring advisory packages that keep owners informed and decision-ready.
Note: Business Value Monitoring is offered without a fixed-term commitment, but early cancellation after a Calculation of Value Report requires a true-up to the standard $6,000 report fee (with credit for amounts already paid). Strategic CFO Advisory and Premium Growth Partner packages require a 6-month minimum commitment. If canceled early, the true-up provision also applies.