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MONARQADVISORY

Advisory services

Advice on the decisions that shape the business.

Monarq Advisory works in two disciplines today: business advisory and risk & protection. Both start from the same place: an honest look at the whole business and the person who owns it.

Start a ConversationHow the relationship works

Build & Grow

Business Advisory

Build a stronger business before trying to build a bigger one.

Strategic advice on the decisions that shape the business: where it competes, how it sells, how it runs, and who leads it.

  • Business strategy

    Where the business can win, and what to stop doing.

  • Growth planning

    A plan sized to your real capacity, not your hopes.

  • Sales strategy

    A repeatable way to win customers that doesn’t depend on you alone.

  • Positioning & customer acquisition

    Who you’re for, why they choose you, and how they find you.

  • Operations

    Processes, roles and the few numbers that show what’s working.

  • Leadership

    Building a team you can hand real responsibility to.

  • AI & technology

    Practical tools that save time, chosen for the business you have.

  • Partnerships

    Relationships that add capacity without adding unnecessary risk.

  • Scaling & business value

    What has to be true before the next stage, and what makes the company worth more.

Protect

Risk & Protection

Growth means more to protect.

As a business grows, more people depend on it. Protection planning looks at what could interrupt that, and what should be in place before it does.

  • Business protection

    Planning for what happens to the business if something happens to you.

  • Key-person considerations

    Protecting the business against the loss of someone essential.

  • Business continuity

    Keeping the business running through disruption.

  • Risk planning

    Seeing the exposures that come with growth before they become expensive.

  • Life insurance

    Protection for the family and partners who depend on you.

  • Health insurance

    Coverage decisions for owners and their families.

Protection is part of the plan, not a product pitch. Insurance products are offered by J. Michael Hart, a licensed insurance agent [state(s) and license number to be confirmed]. Insurance availability varies by state.

How the relationship works

Here’s what we see. Here’s what needs to change. Here’s what to do next.

Every engagement follows the same discipline. The scope is set after the first conversation, based on what the business actually needs.
  1. I

    Conversation

    A first conversation about where the business is and where you want it to go. Honest and specific. No pitch.

  2. II

    Review

    A look at the whole business: the model, the numbers, the team, the risks and the owner’s role in it.

  3. III

    Plan

    What we see, what needs to change, and what to do next. Written down and in order of priority.

  4. IV

    Advise

    Ongoing work together on execution and on the decisions that come up along the way.

Long-term direction

Where the firm is headed.

Owners’ questions eventually reach capital, wealth and retirement. Monarq is being built to meet them there. These areas are not currently offered, and nothing on this site is investment advice.

Read about our future direction

  • Not currently offered

    Capital Strategy

    Thinking about how the business is financed and where its cash goes.

  • Not currently offered

    Wealth Planning

    Connecting the business owner’s personal plan to the business itself.

  • Not currently offered

    Retirement Planning

    Preparing for life after the owner’s active role.

  • Not currently offered

    Investment Advisory

    Investment advice, offered only after the required registration is complete.

Next step

Start with a conversation.

Tell us where the business is and where you want it to go. If there’s a fit, we’ll suggest a next step. If there isn’t, we’ll say so.

Start a Conversation