Learn how using a tool like LivePlan can give your practice the edge it needs to add proactive advising services. Learn how to easily offer business planning and strategic forecasting, as well as KPI management for your small business clients, using LivePlan. See how easy it is to offer CFO services and grow your practice and your offerings.
Offer business planning services to your small business clients
Teach how to help create strategic forecasts and budgets with your clients
Show you how LivePlan can make your life easier, and give you a powerful, yet simple and affordable tool to offer proactive advising to your clients
LivePlan for Strategic Advisors
Director of Strategic Development
kathy@paloalto.com
Kathy Gregory has over 20 years of experience in business development, including: financial forecasting, strategic planning, process development, project management, and mergers and acquisitions. She has worked in public and private, small to mid-size organizations doing business development, and strategic planning and implementation, working with executives, boards and their investors. At LivePlan Kathy runs the specialized program for Strategic Advisors. She is a graduate of the University of Oregon.