Advisory Services

Guidance or recommendations concerning prudent future action, typically given by someone regarded as knowledgeable or authoritative.

“Answers & Assistance when you need it without the cost of recruiting and maintaining a C-suite team.”

All advice is not equal, especially in fast changing times. Capacity’s consultants are educated, experienced, and continuously in the field researching and learning to stay ahead of the curve.

A typical engagement is for a set amount of hours monthly with the client having access to the resources they need to be successful.

Financial Support

  • Proactive temporary CFO-level support
  • Financial planning, cash flow, record keeping, reporting, budgeting, forecasting and more.
  • Investor management – such as proforma projections, valuations, and cap tables.
  • Trending and risk management
  • The development of more durable, secure, and capable financial structures that allow your organization to scale

Operational Support

  • Proactive COO level support
  • Create systems, structures, policies, and procedures that enable the Company to better cope with the strain of heavier workloads associated with higher sales volumes and corporate expansion
  • Evaluate and/or develop processes
  • Find, assess, and/or help develop data systems, web apps, analytics, etc.
  • Contract negotiation
  • Evaluate new business or product development opportunities
  • Forecasting and modeling of potential opportunities
  • Feasibility, desirability and viability

Marketing Support

  • Marketing strategy and planning
  • Message creation and refinement
  • The development of a marketing-optimized website
  • Public relations outreach
  • Traditional and digital advertising
  • Social media marketing
  • Recommendation and management of services and specialists

Administrative Support

  • Hiring
  • Record keeping
  • Scheduling
  • Execution of plans


  • Advice and counsel on all of the above
  • Strategy
  • Partners/family differences
  • Negotiation and sales


  • Market research
  • Trends
  • Pricing
  • Competitive analysis