Direct access to a former banker
BankerBoy Advisory gives distressed business owners the perspective their lender already has — before it's used against them.
Advisory notice: BankerBoy provides financial education and advisory services only. We are not a law firm and do not provide legal advice. All information is for educational purposes. Consult a licensed attorney for legal matters.
How it works
Choose your level of access
All plans include the full calculator suite and workout frameworks.
Advisory
$29/mo
Educational content + calculators
- ✓Full distress calculator suite
- ✓Workout framework library
- ✓The Banker's Playbook
- ✓Weekly distress insights
Professional
$79/mo
For serious situations requiring deep guidance
- ✓Everything in Advisory
- ✓Priority access to Charlie
- ✓Lender negotiation frameworks
- ✓Document templates
- ✓Monthly Q&A sessions
Advisory+
$249/mo
Hands-on support for active workout situations
- ✓Everything in Professional
- ✓Unlimited 1-on-1 advisory calls
- ✓Lender package preparation
- ✓Second opinion reviews
- ✓Direct email access to Charlie
Book a Free 20-Minute Triage Call
Tell Charlie what's going on. No prep required. Charlie will give you an honest assessment of your situation and whether BankerBoy Advisory is the right fit.
Booking coming soon — check back shortly.
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