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VELO ADVISORY
IS YOUR BUSINESS
FINANCIAL GPS.

We help business owners generate

Unlock your business potential with expert financial practices and actionable direction to have a

successful business.

consistent, positive cashflow

to have a

growing and successful business.

VELO ADVISORY
IS YOUR BUSINESS
GROWTH PARTNER.

At VELO, we help business owners generate consistent,positive cashflow to have a growing and successfull business.

We are financial professionals you can trust, to give you actionable direction, to have a successful business.

Explore

The

5

CHALLENGES

most

business owners

experience:

CHALLENGE # 1

the business owner, or your

Your business relies on you,

business falls apart.

You're facing a Catch-22 situation –

you want to grow your business

but need cash to grow.

CHALLENGE # 2

CHALLENGE # 3

CHALLENGE # 4

CHALLENGE # 5

You don't have a simple way to

understand what's working and

what's not in your business.

Whether you admit it or not, you

are afraid of a business failure.

You want to be successful- however

YOU define success – but you're not

sure how to be successful.

WHAT WE DO

WE, AS BUSINESS ADVISORS, HAVE TWO JOBS:

2. Ensure you are on track

become a success

however you

HOW?

We develop a definition and plan for success together and then help you achive it using our proprietary One Clear Path Methodology.

The One Clear Path

define success.

1. Ensure your business is on track to generating consistent

positive cash flow.

WHO WE SERVE

You would be a Good fit to work with us if you:

Are a Business Owner of a small to médium – sized business – typically 250k to 5M in revenue
Are an expert at your craft – not necessarily an expert at numbers, business, or fiancials.
Are experiencing some type of financial Paint that you would like to resolve.