You’ve built a good business. But the market, technology, and customer expectations have changed.

Sometimes the approaches that got you here won’t get you where you want to go next.

The Friends of Rick SVM VAR Advisory Program is a limited advisory opportunity for independent POS resellers who want an experienced outside perspective without immediately committing to a long-term consulting engagement.

The Initial Engagement

$1,000 for the Month of August

We’ll meet for approximately 90 minutes per week to:

• Assess where your business stands today
• Identify challenges and opportunities
• Select the areas that matter most
• Establish clear priorities
• Build a practical action plan

This is not a rigid, one-size-fits-all program. Think of it as an advisory menu built around your business.

What Can We Work On?

Business Strategy

• Overall direction and growth
• Revenue diversification
• Succession and generational transition
• Identifying where the business is stuck

Sales and Go-to-Market

• Sales team and process evaluation
• Pipeline and accountability
• Ideal customer profiles
• Messaging, positioning, and outreach

New Lines of Business

• Moving from hospitality into retail POS
• ERP and business-management solutions
• B2B ACH and integrated payments
• Managed services and recurring revenue
• Referral partnerships and complementary products

Product and Customer Strategy

• Product and vendor portfolio review
• Installed-base opportunities
• Cross-selling and upselling
• Customer retention and account growth

What You’ll Leave With

By the end of August, you’ll have:

• An honest outside assessment
• Clear strategic priorities
• Practical recommendations
• A 90- to 120-day action plan
• A decision about what comes next

There is no obligation to continue.

Optional 120-Day Continuation

Participants may continue into the full SVM VAR Advisory Program for:

$1,250 per month for 120 days

The standard program rate is $2,500 per month.

Combined with the initial August engagement, the total investment through the end of December is $6,000.

The continuation period can include ongoing advisory support, accountability, strategy development, implementation guidance, and tactical business-development assistance where appropriate.

Who Is This For?

This may be a good fit if:

• You know the business needs to evolve
• You want to diversify beyond hospitality
• You are considering a new product or revenue stream
• Your sales efforts are not producing enough
• You are preparing for a leadership or generational transition
• You need an experienced outside perspective
• You are willing to be honest about what is and is not working

There is no shame in asking for help.

There is no shame in admitting that the business needs to change.

You’ve built something good. Let’s make sure it is prepared for what comes next.

Limited to Five Reseller Businesses

Program begins August 1.