Services · 06 / 07
Business Advisory
Financial guidance for owners making pricing, growth and financing decisions.
When a decision depends on the numbers (a price increase, a new location, a bank loan), we build the analysis with you and walk you through what it says.
- 01
Pricing AnalysisNew
Cost buildup per service or job, break-even, competitor price check and recommended rates or bid minimums.
- 02
Market Analysis / Feasibility StudyNew
Local demand, competitors and positioning, financial benchmarks and a go / no-go recommendation.
- 03
Budgets & Cash Flow ForecastsNew
A 12-month budget loaded into the books for tracking, and a 13-week cash flow forecast with low-cash warnings.
- 04
Financial Model & Scenario PlanningNew
A 12 to 36 month model that tests hires, a new location or price changes.
- 05
Lender / SBA Loan PackageNew
Historical financials, projections, debt schedule and a cover narrative for the bank.
- 06
Entity Structure & Tax Planning ReviewNew
Entity, S corporation election and owner-compensation recommendation with the estimated tax effect.
- 07
Advisory RetainersNew
Monthly on-call advisory time or prepaid hour blocks for clients who need occasional guidance.
What clients say
5.0★68 Google reviews ↗-
“…Joshua and his team provide a standard of excellence in customer service unlike any others. A few words come to mind when I think of Santana & Associates accuracy, dependable, fast, friendly and innovative.”
Adam Y 5 out of 5 stars Google review
Industries that use this
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2026 Tax Planning Consultation: 1 hr, $195. Details