Belfield Advisory Solutions | MBA-Level Strategy for Small & Mid-Sized Businesses

Why Belfield

The expertise gap is real — and costly

Most small businesses make critical financial and strategic decisions without the analytical horsepower to do it well. Hiring a full-time MBA or CFO isn't feasible. Belfield Advisory Solutions fills that gap — delivering institutional-quality analysis at a price point that actually makes sense.

Financial Clarity

Know exactly where your money is going and what's driving — or draining — profitability.

Strategic Direction

Move from reactive to intentional. Make growth decisions grounded in analysis, not gut feel.

AI & Automation Edge

Identify and implement the highest-ROI AI tools for your business. Work smarter, not harder.

Capital Access

Restructure debt, access new capital, and negotiate better terms with lender relationships built over years.

Engagements

Services & Engagements

Each engagement is scoped to your business. Book a free discovery call to explore the right fit.

Tier 1 · Entry-Level Engagement

Business Health Audit

Written assessment across all four business dimensions — financial, operational, strategic, and technological
5–10 prioritized recommendations ranked by impact, so you know exactly where to focus first
AI & automation quick-wins identified to save you time and money immediately
1-hour debrief call to walk through findings and answer every question

Tier 2 · Project Engagement

Financial Modeling & Analysis

Custom-built financial model in Excel — the same rigor used in investment banking, built for your business
P&L analysis and 12-month cash flow forecast so you never get blindsided by a cash crunch
Margin analysis by product or service line to reveal where you're actually making money
Plain-English written summary — no jargon, just clear answers and actionable conclusions
1-hour walkthrough call with Q&A so you understand every number

Tier 3 · Project Engagement

Strategic Growth Plan

Full strategic & competitive landscape assessment — understand your market the way Fortune 500 companies do
12-month growth action plan with concrete milestones, not vague advice
Revenue growth & operational efficiency roadmap that shows you exactly how to scale profitably
Professionally formatted strategy document + deck — board-ready and investor-worthy
2 follow-up advisory calls to keep execution on track

Tier 3.5 · Project Engagement

AI Implementation & Optimization

Workflow audit identifying exactly where AI can eliminate hours of manual work every week
Customized AI tool recommendations by function — the right tools for your business, not generic suggestions
Hands-on implementation & setup of selected tools, done for you — not left for you to figure out
Team training and usage documentation so the efficiency gains actually stick
30-day check-in call to optimize and expand what's working

Tier 4 · Specialized Engagement

Capital & Debt Advisory

Capital structure analysis & optimization — know exactly how to finance your business for maximum flexibility
Access to financing sources most small businesses never find on their own
Direct lender outreach leveraging 10+ relationships built over years in capital markets
Term negotiation support — don't sign a deal without someone in your corner who's done this before
Post-close summary and capital structure documentation for your records
1–2% success fee on capital raised or restructured — we only win when you win

Tier 5 · Ongoing Engagement · Most Valuable

Fractional MBA Retainer

Monthly 60-min strategy & performance review — a dedicated hour every month focused entirely on moving your business forward
Ongoing financial monitoring & variance analysis so problems are caught before they become crises
Ad hoc advisory via email & call — get answers when decisions can't wait for a scheduled meeting
Continuous AI & automation optimization as new tools emerge and your business evolves
Priority scheduling + 15% discount on all project work — your business always comes first
Quarterly strategic check-in and goal reset to keep you on track for the year ahead

How It Works

From first call to actionable results

Discovery Call

Free 30-minute call to understand your business and identify where you'll get the most value.

Scoping & Proposal

A clear, fixed-fee proposal outlining scope, deliverables, timeline, and expected outcomes.

Deep Analysis

Rigorous research, modeling, and strategic analysis tailored to your business realities.

Delivery & Action

Clear deliverables, a walkthrough call, and a prioritized plan you can act on immediately.

About

Built on a single commitment

"Small businesses deserve the same quality of strategic thinking as the Fortune 500."

Stephen Bevilacqua is an MBA-trained advisor and capital markets professional with nearly a decade of experience across JP Morgan Asset Management, REVL Capital Group, and Berkadia Commercial Mortgage, where he rose to Vice President of Agency CMBS Trading. Throughout his career he has built deep expertise in financial modeling, fixed-income markets, credit analysis, and debt advisory — publishing widely-read research on macroeconomic trends and capital markets along the way.

Stephen holds an MBA from the Villanova School of Business (2022) and a B.S. in Finance from Saint Joseph's University (2017). He founded Belfield Advisory Solutions to bring institutional-grade expertise directly to the small and mid-sized businesses that need it most — without the overhead of a full-time hire.

Vice President, Agency CMBS Trading — Berkadia Commercial Mortgage

Background in Investment Banking, Credit Analysis & Fixed Income

10+ Lender Relationships for Capital & Debt Advisory

Published Macro & Capital Markets Researcher

AI & Automation Implementation Specialist

Strategic advisory built for the businesses that need it most