Run and grow your business with clarity.
Clariva is a small consulting firm with two practices: bank-ready business plans and data-driven growth strategy. Different questions — same discipline: every answer starts in your real numbers.
Which of these sounds like you?
Something else? Write us one sentence — we'll point you the right way.
Two questions every owner faces. One firm for both.
A business plan and 5-year forecast built to lender and investor standards by an ex-KPMG advisor — powered by a real financial model underneath, not a template. And after the "yes", it keeps working as your management tool.
- ✓ A plan the bank can say yes to — CSBFP-ready
- ✓ 5-year forecast & break-even: see it works before you commit
- ✓ KPI dashboard to run the business month to month
- ✓ Delivered in 5–10 business days
Growth audits and marketing strategy built from your own client data: lifetime value per segment, positioning, channels and a 90-day roadmap — with the revenue math attached.
- ✓ Client base segmented by lifetime value
- ✓ Positioning in a niche competitors don't claim
- ✓ Budgeted 90-day roadmap & revenue scenarios
- ✓ Free Day-90 results check
The plan and the growth speak the same language: numbers.
Don't take our word for it. Read the work.
Two anonymized demonstration cases — one from each practice. The same standard of work you receive.
A first-time operator needed CSBFP financing. We built the loan-ready 5-year model and 34-page business plan behind the application.
We segmented 843 clients by lifetime value and found the clinic's most valuable client entering through its least-used door — then rebuilt the strategy around her.
Small by choice. Senior by default.
Ex-KPMG advisor with a decade of financial modeling behind corporate deals — now applying the same discipline to small business, at small-business prices.
Clariva stays deliberately small: every model and every audit is built by the person whose name is on it, not handed to a junior. The marketing practice applies the same rule — strategy built by the specialist who presents it to you.
Based on Vancouver Island. Working with owners across BC and Canada.
Not sure which one you need?
Write to us in one sentence what's on your mind — a loan, an investor, slow growth, a new venture. We'll tell you honestly which practice fits, or whether you need either.