Bacatá advisory services

Our Services

Three ways to work with Bacatá

Each engagement is designed with a clear scope, a fixed price, and a tangible output. Choose the one that fits where your business is right now.

Back to Home

How We Work

Our approach to advisory

Every engagement starts in the same place: we listen. Before we offer any perspective, we want to understand the actual situation in the business — what is happening, what has been tried, what feels stuck, and what the person in front of us is hoping for.

From that foundation, we build something that fits the specific situation: a set of priorities, a plan, or a thorough review. The form changes; the attention does not.

Assess

Understand the current situation thoroughly before forming any view

Orient

Identify what matters most and what can wait for now

Document

Capture findings and priorities in clear, usable written form

Follow through

Check back after delivery to see what is working and what needs revisiting

Service 01

Direction Session

Half-day engagement · $120.000 COP

A structured half-day conversation for owners of small and mid-sized firms who feel their business has drifted off course. We map the current situation, listen carefully to the concerns behind the numbers, and shape three practical priorities for the coming quarter.

This is not a diagnosis from a distance. It is a focused working session where we sit with you, ask questions, and help you see your own situation more clearly than you might be able to from inside it.

What you receive

  • A written summary of what we heard and what it suggests
  • A one-page plan with three priorities for the coming quarter
  • A follow-up call two weeks later to see how things are progressing

How it works

  1. 1

    We arrange the session at a time and place that works for you — your office or ours in Bogotá, or by video

  2. 2

    The half-day conversation covers current situation, key concerns, and what has already been tried

  3. 3

    Within three business days, we send your written summary and one-page plan

  4. 4

    Two weeks later, a 30-minute call to review what has moved and what questions have emerged

Book a Direction Session
Direction Session

Best suited for

  • Owners who feel unclear about the next quarter's priorities
  • Businesses experiencing a recent change in direction or leadership
  • First-time clients who want to experience our approach before a longer engagement
Quarterly Companion

Best suited for

  • Leaders who value a steady, thinking partner over three months
  • Teams navigating gradual change who want outside perspective without disruption
  • Owners who prefer a measured pace over intensive interventions

Service 02

Quarterly Companion

Three-month engagement · $210.000 COP

A steady three-month advisory rhythm for teams that would value an outside, level-headed perspective without heavy commitment. You receive monthly working sessions, light-touch email support between meetings, and a shared document tracking decisions and progress.

This is suited to leaders who prefer thoughtful pacing over rushed change. It is not intensive — it is consistent. And consistency, over three months, often produces more lasting movement than a concentrated push.

What you receive

  • Three monthly working sessions (90 minutes each)
  • Light-touch email support between sessions for questions that arise
  • A shared document updated after each session, tracking decisions and next steps
  • The shared document belongs to you and remains after the engagement ends

The three-month arc

  1. 1

    Month 1 — Orientation: Map the current situation, agree on the focus areas for the quarter

  2. 2

    Month 2 — Movement: Review progress, adjust course where needed, address emerging questions

  3. 3

    Month 3 — Consolidation: Assess what has shifted, document what has been learned, set up for the next period

Start the Conversation

Service 03

Foundations Review

Four-week engagement · $320.000 COP

A thorough look across strategy, operations, and finance for established companies preparing for a new stage. Over four weeks we review documents, interview key people, and deliver a clear, prioritized roadmap you can act on at your own pace.

Includes a facilitated presentation to your leadership group, so the review becomes a shared starting point for the team rather than a private document in the owner's drawer.

What you receive

  • Document review: strategy papers, financials, operational summaries
  • Structured interviews with key people in your organization
  • A clear, prioritized roadmap written in plain language
  • A facilitated presentation to your leadership group
  • Q&A session with the group after the presentation

The four-week process

  1. 1

    Week 1 — Intake: Receive documents, initial meeting with leadership, agree on scope

  2. 2

    Week 2 — Review: Deep review of documents; structured interviews with key staff

  3. 3

    Week 3 — Analysis: Synthesize findings; draft the prioritized roadmap

  4. 4

    Week 4 — Presentation: Deliver roadmap; facilitate group presentation and discussion

Enquire About a Review
Foundations Review

Best suited for

  • Established firms preparing for a significant new stage (expansion, transition, restructuring)
  • Leadership teams that need a shared, external view of where the business stands
  • Companies with 15–80 people where informal coordination has reached its limits

Choosing the Right Fit

Which engagement suits your situation?

Direction Session Quarterly Companion Foundations Review
Duration Half-day 3 months 4 weeks
Price $120.000 COP $210.000 COP $320.000 COP
Written output
Ongoing sessions
Email support
Leadership presentation
Follow-up call

Not sure which fits your situation? Start with a brief email to [email protected] and we will suggest the most appropriate starting point.

Our Standards

What applies across all engagements

Client confidentiality

Nothing shared in an engagement leaves our team without explicit permission. NDA available before first meeting.

Fixed fees, no additions

The price stated is the price charged. No additional hours, no surprise invoices at the end.

Senior advisors only

The advisor you agree to work with is the advisor who delivers the engagement, beginning to end.

Written deliverable every time

Every engagement closes with a document you can refer back to, share with your team, and use independently.

Reliable scheduling

Sessions are confirmed and kept. We do not cancel or reschedule without significant cause and advance notice.

Follow-through included

After each engagement, we check back. If something in our recommendations is not working, we want to know.

Transparent Pricing

Our fees, openly stated

Direction Session

$120.000

COP · fixed fee

Half-day conversation, written summary, one-page plan, follow-up call

Book Now

Quarterly Companion

$210.000

COP · three months

3 monthly sessions, email support, shared decision document

Get Started

Foundations Review

$320.000

COP · four weeks

Full review, roadmap, leadership presentation included

Enquire

Next Step

Not sure where to begin?

Send us a brief note about your situation and we will suggest the most appropriate starting point. There is no obligation in that first conversation.

Get in Touch