Often when consulting with small businesses, budget is a concern. Rooted Advisors is experienced in helping businesses take incremental steps toward business improvement and determined by the business budget.

We have experience in working with business that are preparing to raise a large amount of capital and are looking to streamline their businesses before presenting to investors; while we also work with businesses that need to obtain funding or grants, in efforts to implement technologies.

On many occasions we have worked with small businesses that are already engaged with business consultants of some sorts (sales, marketing etc.). We customize our service offering to the customers needs and therefore are more than happy to work with consultants you already have experience with!

Before we make any suggestions for change within your business, we diligently observe the inner-workings of each department within the company to understand the most financially favorable opportunities for improvement.

All of our clients are unique and require different solutions. During our needs analysis, we will understand what technologies your business has currently adopted and if change is beneficial, we will tell you!