Optimize Cash Flow, and Scale Your Studios or Gyms with Cutting-Edge Fractional CFO & AI Solutions

Smarter Financial Strategies & AI-Powered Growth for Wellness & Fitness Businesses

What I Do As Your Fractional CFO

Stratego is a cutting-edge Fractional CFO consulting firm powered by A.I that specializes in providing strategic intelligence and innovative solutions to wellness and fitness franchise and corporate/private-equity owned businesses. The firm offers a comprehensive suite of financial services such as:

Cash flow management

Budgeting/forecasting/reporting and KPI dashboard creation

Investor and bank relations

Financial insights, board of direction/private-equity

Artificial Intelligence (AI) education, training, GPTs and integration

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STEP 1

Before making any recommendations, we conduct a comprehensive financial assessment:

Revenue Streams Analysis – We evaluate membership fees, class packages, personal training revenue, retail sales, and other income sources to identify high-performing areas and revenue gaps.
Expense Evaluation – Fixed and variable costs are reviewed, including rent, payroll, equipment maintenance, and marketing spend, to determine cost-saving opportunities without affecting member experience.
Profitability Assessment – We analyze your gross and net profit margins, compare them to industry benchmarks, and determine if your pricing structure supports profitability.
Cash Flow Health Check – We assess how money moves in and out of your business, ensuring you have consistent liquidity, positive cash flow, and reserves for unexpected expenses.
Pricing & Membership Model Analysis – We examine whether your pricing structure aligns with market demand, supports retention, and maximizes revenue per member.
Operational Cost Efficiency – We identify inefficiencies in staffing, class scheduling, and facility operations that could be optimized for better financial performance.
Growth & Investment Readiness – We determine whether your business is financially positioned for expansion, additional locations, or investor interest.

How We Work

STEP 2

After identifying areas of opportunity, we implement a customized financial strategy:

Enhancing Revenue Streams
- Introduce new programs, premium memberships, and ancillary revenue sources such as nutrition coaching, corporate wellness partnerships, or online training.
- Optimize pricing with tiered memberships, seasonal promotions, and strategic discounting to attract and retain members while maximizing revenue.
- Strengthen upselling and cross-selling strategies for retail products, personal training, and specialized classes.
Optimizing Expenses & Profitability
- Negotiate with vendors for better pricing on equipment, supplements, and branded merchandise.
- Reduce unnecessary overhead while maintaining a high-quality experience for members.
- Implement cost-saving measures such as dynamic class scheduling to match peak demand.
Strengthening Cash Flow & Financial Stability
- Improve billing and payment processing for smoother revenue collection and reduced overdue accounts.
- Introduce automated financial tracking systems to monitor cash flow in real-time.
Refining Pricing & Membership Models
- Introduce dynamic pricing or high-ticket offerings to diversify revenue streams.
- Develop member loyalty programs that increase retention and customer lifetime value.
Increasing Operational Efficiency
- Leverage technology to streamline booking, scheduling, and billing processes.
- Implement automated reporting and financial dashboards for better decision-making.
- Improve staffing efficiency to align with peak hours and avoid unnecessary payroll expenses.

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