Four ways to work with BSEG Advisory.
Every engagement starts from the same diagnostic foundation. The question is how deep, how long, and how many people are in the room.
60-Day SE Gap Diagnostic
The flagship engagement.
A structured 60-day engagement that gives you your true cost per client, your real revenue mix by segment, and a written plan for closing the gap. Built directly from the BSEG method.
Executive directors and CFOs of nonprofits with $1M to $7M in annual budget who suspect the model is broken but cannot prove it on paper.
- True cost per client by program, with allocation math you can defend
- Client segmentation with ability-to-pay analysis
- Pricing recommendations by segment with surplus targets
- Earned-income lever analysis with two to three priority bets
- A 12-month roadmap with quarterly checkpoints
60 days from kickoff to final delivery.
$8,000 to $12,000 depending on program complexity.
Quarterly Advisory Retainer
For clients who have completed the diagnostic.
Ongoing strategic advisory for organizations executing on a diagnostic plan. Monthly working sessions, quarterly board-ready reports, ad-hoc decision support on pricing, partnerships, and earned-income moves.
Past diagnostic clients who want a thought partner through the first 12 months of execution.
- Monthly 90-minute working sessions with the principal
- Quarterly written validation reports for your board
- Decision support on pricing, partnerships, and earned-income launches between sessions
- Direct access by email and shared workspace
Quarter to quarter. No annual commitment.
Starts at $3,500 per quarter.
Workshops and Board Sessions
When the room needs to hear it together.
Facilitated sessions for boards, leadership teams, and program directors. Built around the BSEG framework, customized to your organization's actual numbers and pressure points.
Boards that need a financial reality check. Leadership teams about to make a pricing or earned-income decision. Funders running cohort programs for their grantees.
- A shared vocabulary for cost, segmentation, and pricing across the room
- One major decision moved from stuck to ready
- A short written summary with next-step assignments
Half-day or full-day. Multi-session cohorts quoted separately.
Half-day at $4,500. Full-day at $7,500. Cohort series quoted on scope.
Keynote and Speaking
For conferences, funder convenings, and sector events.
Speaking engagements based on Bridging the SE Gap. Topics include the structural gap in nonprofit finance, the case for earned income as core revenue, and the four-question filter for pricing decisions.
Conference organizers, foundation program staff, association leaders, and university programs in nonprofit management or social entrepreneurship.
- Keynote (45 to 60 minutes)
- Workshop session (90 minutes)
- Panel participation
Formats: keynote, workshop, or panel.
Quoted on scope, audience, and travel.
For speaking inquiries, write to thaddaeus@bsegadvisory.com