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 $2M to $5M 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.
$15,000 for organizations with $2M to $3M budgets. $22,500 for organizations with $3M to $5M budgets. Half at kickoff, half at delivery.
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
Month to month.
$4,500 per month. Three-month minimum, then month to month.
Workshops and Board Sessions
When the room needs to hear it together.
A facilitated working session using your organization's actual financials. We walk the method chapter by chapter and calculate a directional SE Gap for your largest program, live, in the room. Everyone leaves with the same vocabulary and the same number.
For boards that need a financial reality check, and leadership teams about to make a pricing or earned-income decision.
- 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.
Full day, $6,000. Half day, $3,500. Half your workshop fee credits toward a diagnostic signed within 90 days. A full-day workshop brings a $2M to $3M diagnostic to $12,000.
A one-day session produces a working estimate, not an audit-ready allocation. That is the difference between the workshop and the diagnostic.
Funder Cohort Sessions
For foundations running capacity programs.
A multi-session series delivered to six to ten grantee organizations at once. Each organization calculates its own SE Gap. You get a portfolio-level view of where your grantees are structurally underwater, in their own numbers.
For foundation program staff and intermediaries who keep funding the same gaps year after year.
- Each grantee organization produces its own SE Gap calculation
- A portfolio-level summary of structural deficits across the cohort
- A shared vocabulary for cost, revenue, and pricing decisions
- Recommendations for how funding and capacity support can close the gap
Multi-session series. Format and schedule quoted per cohort.
Quoted on cohort size and format. Engagements start at $20,000.
Common questions about the 60-Day SE Gap Diagnostic.
If you are not sure whether the diagnostic is the right fit, these answers should help.