Services

Business advisory that connects the decisions that matter.

From the earliest stages of formation to more complex strategic, operating, governance, and technology priorities, our work is designed to be both thoughtful and practical.

Practice areas

Business Startup & Formation Advisory

Practical guidance for translating a business idea into a more structured operating foundation.

Business startup strategy
Business formation assistance
Entity structure considerations
LLC formation and EIN assistance
Business registration guidance
Initial business planning
Operating infrastructure and recordkeeping structure
Business banking readiness
Financial-system setup planning
Technology recommendations and initial process development
Startup compliance planning

Business Strategy & Growth

Clear, practical thinking for growth decisions, strategic priorities, and enterprise change.

Strategic planning
Business model assessment
Growth strategy and expansion planning
Revenue strategy
Organizational planning
Strategic decision support
Business performance assessment
Strategic roadmaps and implementation planning
Management advisory and business transformation

Operations & Process Improvement

More intentional processes and operating structures that support execution at the next stage.

Operational assessments
Process improvement and workflow optimization
SOP development
Business process design
Organizational infrastructure
Scalability planning
Management processes and operating-model development
Efficiency improvement and implementation support

Governance, Risk & Internal Controls

Practical frameworks for accountability, policy, oversight, and more thoughtful risk management.

Governance frameworks
Internal-control design
Policy and procedure development
Risk assessments
Business-control reviews
Management oversight structures
Accountability frameworks
Operational risk considerations
Control effectiveness assessments and governance improvement

Technology & Systems Advisory

Technology decisions grounded in business needs, workflows, and the realities of implementation.

Business technology strategy
Systems evaluation and software selection
Business requirements
Workflow architecture
Digital transformation
Technology implementation planning
Systems improvement
Technology-enabled process improvement

AI & Business Automation

A measured approach to AI and automation opportunities that considers readiness, governance, and execution.

AI strategy and AI readiness
Workflow automation
Process automation opportunities
AI-enabled operations
Business automation strategy
Responsible AI considerations
AI governance considerations
Implementation planning

Business & Financial Advisory

Business-focused financial organization and decision support that can inform better operating choices.

Business financial organization
Budgeting and cash-flow planning
Business planning
Financial processes
Business financial decision support
Business tax strategy considerations
Entity and tax structure considerations
Financial operating infrastructure

Executive & Management Advisory

Ongoing strategic support for leaders navigating consequential business, operating, technology, and organizational decisions.

Strategic decision support
Management advisory and business problem solving
Growth and organizational decisions
Operational challenges
Technology decisions
Risk and governance considerations
Implementation oversight
Accountability and ongoing strategic guidance

Hargrett & Co. Advisory provides independent business advisory and consulting services. Where a matter requires legal, accounting, tax, investment, or other regulated professional advice, clients may need to consult an appropriately licensed professional.

Work with us

Flexible engagement for focused questions or continuing priorities.

Hourly Advisory

Focused professional guidance on a specific business issue, decision, question, project, or challenge.

Book an Advisory Session

Project-Based Consulting

Defined initiatives requiring assessment, strategy, development, recommendations, or implementation support.

Business startup • restructuring • strategic planning • operational assessment • process redesign • technology strategy • AI implementation planning • business transformation

Discuss Your Project

Monthly Advisory Retainers

A premium ongoing relationship for owners and executives who need continued access to strategic guidance.

Recurring strategy meetings • decision support • operational problem solving • growth planning • technology and AI guidance • governance and risk guidance • accountability

Explore Ongoing Advisory

A thoughtful next step

Let's clarify what your business needs now.

Use a consultation request to share the challenge, decision, or opportunity you are considering. We will review your inquiry and follow up where appropriate.

Request a Consultation