Strategic Insight. Measurable Growth. Real Results.
Running a business today is more complex than ever. Between managing operations, leading your team, and keeping up with changing financial and economic conditions, it’s easy to feel like you’re constantly reacting instead of driving your business forward. At Osprey Advisory, our Business Advisory Services help you gain control, plan proactively, and make smarter decisions grounded in financial clarity.
We partner with business owners to provide structure, strategy, and insight — turning challenges into opportunities and numbers into action.
Why Business Advisory Matters
Most business owners are experts at what they do — building, creating, serving, and leading. But few have the time or background to master financial strategy, forecasting, and performance management. That’s where we come in.
Osprey Advisory bridges the gap between financial understanding and business strategy. We help owners:
- Develop strategic business plans grounded in financial reality
- Identify opportunities to improve profitability and cash flow
- Set clear, measurable goals and hold teams accountable
- Align short-term actions with long-term business growth
With the right advisor, you don’t just react to financial challenges — you anticipate them. Our clients gain the confidence to make bold moves, backed by data and strategy.
What We Offer
Our business advisory services are tailored to fit your business, your industry, and your goals. We understand that every business is unique — which is why our approach is customized, not templated.
Here’s how we help:
Budgeting & Forecasting
We build realistic budgets and forecasts that serve as roadmaps for your business. With accurate projections, you’ll know what to expect — and how to respond — before challenges arise.
Financial Performance Analysis
We dig into your numbers to uncover what’s driving profit and where money is slipping through the cracks. You’ll get a clear view of what’s working, what isn’t, and where your biggest opportunities lie.
Strategic Planning & Execution
We help you define your goals, create a strategy to achieve them, and establish accountability systems to ensure you stay on track. Our advisory approach combines financial acumen with business leadership insight.
KPI Development & Dashboards
What gets measured gets managed. We help you identify the key performance indicators (KPIs) that truly reflect your company’s health — then design simple dashboards that keep your goals front and center.
Regular Advisory Sessions
Our ongoing sessions keep you focused, informed, and proactive. We help you track progress, adjust strategies, and stay aligned with your business objectives month after month.
Industries We Serve
Our experience spans multiple industries, allowing us to bring practical, relevant insight to every engagement. We specialize in advising:
- Restaurants & Hospitality – navigating cash flow, cost control, and seasonality
- Construction & Trades – improving job costing, margin management, and forecasting
- Real Estate Development – supporting project planning, financing, and profitability tracking
- Professional Services – streamlining operations and improving profitability per engagement
- And other small to mid-sized businesses ready to grow strategically
Why Work With Osprey Advisory
At Osprey Advisory, we don’t just analyze your financials — we help you understand them. As a CPA and MBA with over 20 years of experience in public accounting, private industry, and business strategy, Bryan Lichau brings a unique perspective that blends financial rigor with real-world business leadership.
Our approach is hands-on, practical, and built on trust. We’re not here to hand you a report and walk away — we’re here to be your long-term partner in success.
When you work with Osprey Advisory, you’ll gain more than just financial clarity — you’ll gain a strategic ally committed to your growth and profitability.
📞 Ready to gain gain clarity and take control of your business?
Contact Osprey Advisory today to schedule a consultation and start building your roadmap to measurable success.