In a world where one size doesn't fit all, we collaborate closely with clients to deliver sustainable solutions tailored to their unique needs. Through effective communication and a keen understanding of your pressure points, we provide honest and transparent resolutions to address concerns across company policies, project processes, and financial analysis.

Business Consulting

Business Consulting for Strategy, Planning & Growth

Company Policies & Procedures

No matter how large or small your business is, a good Company Policies & Procedures manual is a must.

This document will help to reduce risk to a business owner as well as provide your staff with an excellent understanding of what your company is about and expectations of their behaviour as an employee.

Strategic Growth

Ready to expand your business, want to position it to sell but you’re not quite sure how?

Understanding what your financial reporting is telling you, how your product and brand will perform in the current market, availability of staff for growth… are all factors that need to be considered when looking at growth.

 

Financial Analysis

Prepping your financial information for your accountant for yearly taxes is not the only thing you need to be doing with your bookkeeping.

Your financial reports tell you important factors throughout your year: what is selling the best, what is more expensive this year than last, if your operating budget is too low or too high, etc.

Knowing and understanding this information allows you to effectively monitor your business’s financial health and enables you to make good decisions using accurate data. 

Project/ Operational Process

Although project and operational processes are completely different, it is very important to define a road map of what these processes look like in your company.

By making expectations clear to your staff you are creating accountability and providing them with a clear understanding of their tasks, responsibilities, and what tools they have available to perform their work.

Book a time with one of our team members here.

Business Plans

Looking to grow or sell your business, need financing, or simply want to create a clear path and create goals for your business for the next 2-5 years.... having a business plan is an excellent tool to assist with these goals.

There is no single standard format for creating a business plan. Through a transparent and collaborative process, we work with our clients to determine your strategy and then do the research and collect data to help support your plan.

Not sure where to start? Check out our Shop page for our Business Plan Template and FAQ booklet—a great first step to getting your ideas organized. Our team brings a wealth of knowledge and hands-on business experience to the table, ensuring your Business Plan process is smooth and your final product is a clear, actionable roadmap to success.

Ready to take the next step?

Book a discovery call

Director of Education - CHBA BC 

Jane Tang

It's been an absolute pleasure working with Lori for the last 7 years. She is a strong supporter of education for builders, and as one of our primary instructors...

“

Owner - Hauerbuilt  

Jayson Eisenhauer
“

Lori puts you in drive!  Her business planning and consultation approach is transparent and comprehensive.  Her experience allows...  

Sterling Okanagan Builders

Garry Elliott
“

“I first met Lori while she was instructing a business planning and management course, it was then that I approached her to produce some handbooks... 

Read all testimonials →

Client results

Proof, not promises.

Partner with us to unlock your business's full potential.

Book a call →

Free 30-minute discovery call

NAHB International Builders' Show

Canadian Construction Women

Canadian Association of Women in Construction

PMP

CHBA Member

CHBA BC Certified Residential Building Company

CHBA BC Certified Renovation Company

CHBA BC Certified Renovation Professional

CHBA BC Certified Housing Professional

CHBA BC Master Residential Builder

Gold Seal Certified

Accredited & accountable

Memberships and certifications you can check.

Straight answers

The questions we get before every engagement.

FAQ Accordion

Anything from residential builds and renovations to multi-family projects, commercial or new developments. What matters more than square footage is whether there is real money at risk and a decision-maker who wants an honest read on it.

We work alongside your existing team and project managers to provide objective oversight, risk management, and strategic guidance without disrupting your day-to-day operations.

Our fee structure depends on the scope of the engagement. We offer fixed fee arrangements, monthly retainers, or percentage-based compensation depending on project risk and alignment.

Yes, while our primary hubs are in Vancouver and Winnipeg, we consult on projects across North America depending on the scale and requirements of the project.

During the call, we review the scope of your project, identify immediate operational risks, determine if our advisory services fit your needs, and outline immediate next steps.

Absolutely. Project recovery and rapid intervention are core specialties. We audit current progress, realign key stakeholders, and implement a corrective roadmap.

Business consultation

Something not covered here? Ask it on the call — or send it over and we'll answer in writing.