Advisory Packages Comparison
Founded in 2017 and led by a valuation professional with more than 20 years of experience, Gateway Valuation Consulting offers recurring packages tailored to different needs and budgets. Gateway Valuation Consulting offers recurring packages tailored to different needs and budgets. The table below compares the three recurring advisory packages offered by Gateway Valuation Consulting. This format helps prospective clients quickly see the differences and choose the option that best fits their needs.
| Services | Business Value Monitoring $750/mo |
Strategic CFO Advisory $2,000/mo |
Premium Growth Partner $3,500/mo |
|---|---|---|---|
| Annual Calculation of Value Report | ✔ (1x) | ✔ (2x) | — |
| Quarterly Calculation of Value Reports | — | — | ✔ (4x) |
| Quarterly Value Updates (Scorecards) | ✔ | — | — |
| Monthly Financial Review & Benchmarking | — | ✔ | ✔ |
| Acquisition Opportunity Reviews | — | ✔ | ✔ |
| Capital Structure / Debt Review | — | ✔ (annual) | ✔ (annual) |
| Monthly Dashboard (KPIs & Valuation Drivers) | — | — | ✔ |
| M&A Support (Modeling, Buyer/Seller Prep) | — | — | ✔ |
| Consulting Calls per Month | 1 hour | Up to 3 hours | Up to 8 hours |
| Annual Strategy Session | — | — | ✔ (half-day) |
Note: All advisory packages are fixed monthly fees with no hourly billing. Clients know the total cost before work begins. 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 (credit given 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.