Services Built for Clarity and Control

Advisory support for owners and families who need operational discipline, financial clarity, and execution capability.

Family Wealth Coordination

Independent guidance for families navigating wealth across multiple entities, real estate portfolios, and generational transitions. We build the operational infrastructure that brings clarity and control without institutional overhead.

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What’s Included:

Structure & Governance

Entity mapping and ownership diagrams
Purpose-based banking architecture and cash flow design
Document vault structure and naming conventions
Family finance governance and decision frameworks

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Reporting & Visibility

Consolidated net worth statements
Real estate portfolio schedules (rent roll, debt, CAPEX)
Monthly or quarterly reporting packs
One-page family dashboard (liquidity, reserves, leverage, cash flow)

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Professional Coordination

CPA-ready package structure and recurring uploads
Annual planning calendar (estimated taxes, K-1s, insurance renewals, entity compliance)
Meeting prep templates and decision memos

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Real Estate Operations (if applicable)

Property management KPI pack
CAPEX pipeline and reserve planning
Refinancing and acquisition readiness checklists

Fractional Leadership (Operations & Finance)

Executive-level operations and financial guidance without full-time commitment. We install systems, run cadence, and build the accountability frameworks that scale with your business.

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What’s Included:

Operating System Buildout

Weekly leadership cadence: agenda, scorecard, decision log, action register
KPI stack with clear owners and definitions
Process maps and SOPs for high-impact workflows
Tools assessment and rationalization

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Financial Operations

Monthly close discipline and reporting structure
Cash flow forecasting (13-week rolling + monthly runway)
Unit economics and margin driver analysis
Vendor audit and cost optimization
Capital formation and design

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Execution & Accountability

Role scorecards with KPIs and performance expectations
Meeting cadence and escalation structure
Light internal controls (approvals, payment controls, segregation)

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benefits

Why Bastion Advisory Services

Independent Perspective

We don't sell products, manage assets, or take commissions. Our only incentive is helping you make the right decision.

Operator Experience

We've run businesses, managed complex portfolios, and navigated high-stakes transactions. We understand what you're facing because we've been there.

Structured Process

Complexity requires discipline. We bring frameworks, due diligence, and clear thinking to decisions that can't afford to be reactive.

Long-Term Orientation

We're not optimizing for the next quarter. We help you make decisions that compound over years, not months.