Reach higher with expert consulting services

You’ve got a vision for your business, you just need the right support to make it a reality. Enter Pursuit’s Business Advisory Services: a team of expert consultants ready to take your business to new heights.

When you work with Pursuit, you’re getting more than the funding you need. You’re gaining access to a team of experts that’s ready to take your business to the next level. Eligible Pursuit clients can get matched with consultants and services tailored to their needs and goals.

From financial management to marketing and operations, Pursuit business advisory services can help you elevate your offerings and refine your strategy. Tap into a network of seasoned experts to make your business stronger!

“The consulting services are a huge help. Right now, we’re working on organizing our financials to ensure that everything’s set up correctly and managed efficiently. 

Our consultant is helping us understand cash flow and how to improve our financial projections.”

Deidre Batson-Griggs
Co-owner, Kiper Moving & Transportation

Take your funding further

Make the most of your Pursuit loan with support and expertise to reach your goals and more! When you work with your Pursuit business advisor, you’ll work on a strategy focused on refining and growing your business to maximize your loan and set yourself up for long-term success.

Solutions customized to your needs

You’ll find a wide variety of services available to you as an eligible Pursuit loan client, from marketing and sales support, to financial management and human resources consulting. Your business advisor will make sure you’re paired with the right services to move your business upward and onward.

Develop a partnership that will go the extra mile

Connect with consultants that can address your short-term needs and continue your partnership to keep your business growing. When you’re matched with the right advisory services, you’ll round out your team with experts that are dedicated to success.

Explore our Business Advisory Services

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Financial services

Getting your financials in order gives your business a strong foundation and a path forward. While you’re busy running the day-to-day operations of your business, it’s still important that you understand your finances and have an accurate picture of your financial situation. Through Pursuit’s financial services consultants, you can get support on:

Having updated financial records allows you to make informed business decisions, better manage your cash flow, and meet your tax obligations. With Pursuit’s experts financial consultants, you can:

  • Get training for accounting software like QuickBooks
  • Learn how to manage your accounts payable and receivable
  • Understand how to track your income and expenses
  • Reconcile your bank statements
  • Find out how to prepare your financial statements.

Develop a comprehensive financial plan and perform an in-depth analysis with Pursuit’s financial consultants. With this support, you can set realistic goals for your business, monitor your performance, identify areas for improvement, and make strategic financial decisions. You’ll learn how to:

  • Create budgets
  • Conduct financial forecasting
  • Assess financial feasibility for new projects and expansions
  • Assess your pricing
  • Manage your cash flow
  • Set internal controls
  • Evaluate the financial impact of your business decisions.
Find the best financing products for your unique needs and work with an expert to prepare your application. You’ll get support to develop your business plan and navigate the process to get the funding you need. You’ll also find support and advice on managing your debt, optimizing your cash flow, and maximizing the efficiency of your working capital.
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Marketing services

A comprehensive marketing strategy goes beyond promoting your products and services. It also include building brand awareness and developing a lead pipeline that will fuel your revenue and sales. Here’s what you can work on with Pursuit’s marketing consultants:

Get started with a growth audit to identify the right mix of marketing services that will take your business to the next level. You’ll work with a consultant to create a strategy that covers product/service market fit, your target customer, client acquisition strategies, a business development plan, and the right marketing channels to reach your customers.

Your marketing plan gives you a roadmap to the goals you established in your strategy, and your budget will give you the resources to achieve them. Working with a Pursuit marketing consultant will help you understand marketing, define your brand identity and target market, and create a marketing journey/sales process for leads. You’ll develop this plan with your consultant within your budget resources to maximize your reach and customer acquisition.

Represent your brand to the fullest with a top-notch website and e-commerce strategy to open a world of opportunities. With your Pursuit marketing consultant, you’ll enhance your online presence, increase your reach and accessibility, and improve your customer engagement and experience. You’ll learn how to make data-driven decisions for your marketing efforts, and how to seamlessly integrate your website and e-commerce with your marketing channels.

Human Resources

Your human resources department (HR) manages your most valuable asset: your employees. But most small businesses don’t have an HR manager or team in place. When you work with Pursuit’s HR consultants, you will:

Establish your company culture by recognizing and building unique values and beliefs of your small business.

Create a recruitment plan that identifies your hiring needs and where to find talent, create job postings, and develop a screening and interviewing process.

Develop a performance evaluation system to keep your employees motivated and give you a system for review.

Set up training and development programs to keep your employees, and business, growing.

Operations & Strategy

Your strategic plan is a dynamic roadmap for your small business to reach its goals. It allows you to track your performance, and highlights your strengths, and weaknesses. In your strategic plan, you’ll lay out the processes, systems, and plans to run your daily operations efficiently and effectively while achieving your long-term goals. It involves:

You’re well aware of all the processes that keep your business running smoothly. Documenting them in your strategic plan gives you a reference and shows you how everything works together. In this section, you’ll include managing inventory, production, customer service, and other day-to-day activities that support your operations.

As the owner of your business, you need to have a deep understanding of your financials. This includes handling your budgets, cash flow, accounting, and financial planning. All of these elements are vital to your business financial health and sustainability.

If you’re not promoting your products and services with a targeted strategy, now is the time to create one! Develop a strategy that attracts your target customers and increases sales to grow your business.

There’s so much that goes into an effective human resources department. Managing employees, hiring, training, and maintaining a positive work environment all play an important role in your bottom line. Creating a plan for each aspect will ensure you’re on track for success and make your business one of the best places to work.

There’s no doubt that your business can use technology to streamline your processes and make them more efficient. It’s all about having the right mix of platforms and systems to take your business to the next level. Learn how you can leverage technology to enhance your efficiency and competitiveness.

What are your long-term goals and how will you achieve them? Developing a strategic plan will help you work toward long-term objectives, identify opportunities, and make the right decisions to achieve sustainable growth.

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Personal Credit

Your personal credit history can impact your business operations and your potential to grow and expand. At Pursuit, you’ll have the opportunity to work with an advisor that will help you understand your credit history and how to improve it for the future. You can also access expert financial coaching and credit repair services through Pursuit’s partnership with TRUSTPLUS. 

Here’s what you can improve when you repair your personal credit score:

When you’re starting or growing a small business, you’ll likely need capital to fund your inventory, equipment, marketing, and hiring. Lenders, investors, and even suppliers may consider your personal credit score and report when they’re deciding whether or not to extend credit or provide financing to your business. A strong personal credit history can make it easier to secure loans or attract investors with favorable terms, while a poor credit history may limit your options or result in higher interest rates.

Many small businesses rely on loans to expand operations or invest in new opportunities. Financial institutions may assess your personal creditworthiness along with your business’s credit profile when evaluating loan applications. If you have a good personal credit score, it can increase the chances of getting approved for a business loan.

Having a strong personal credit score can also increase your chances of being approved for a business credit card. Business credit cards can provide working capital, cashback rewards, and expense tracking benefits. 

In some cases, potential business partners or suppliers might check your personal credit report to assess your financial stability and reliability. A favorable personal credit history could lead to better terms and opportunities for collaboration.

Some insurance companies may consider your personal credit history when calculating premiums for your business insurance policies. A positive credit history could result in lower insurance costs.

If your business requires office space or leased equipment, landlords or lessors might review your personal credit report to assess your financial responsibility. A good credit history can make it easier to negotiate favorable lease terms.


Loan Readiness

When you’re applying for a loan with Pursuit or you’re leveling up to a loan with your bank, Pursuit financial experts can give you guidance to make the application process seamless. You’ll take a loan readiness assessment to pinpoint challenges to financing and then work with a consultant to develop a plan to increase your chances of approval.

Contact us!

Learn more about how our Business Advisory Services can help you.

Tips & advice to reach higher

Business Advisory Services are administered by Pursuit Community Finance.

Find the right loan for your business today

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