CRYPTOCURRENCY CONSULTING BUSINESS PLAN

I. Executive Summary

Company Description

Auric Advisory takes its name from "auric," meaning of gold — a metaphor for bringing clarity and measurable value to digital assets. We operate in the financial services sector, specifically cryptocurrency consulting, and launch in 2026 from a major U.S. financial hub. Our core services are expert-led investment strategy, portfolio analysis, and blockchain education delivered as high-touch, personalized engagements. We sell time-based advisory retainer and project fees, plus subscription access to ongoing portfolio monitoring. One-liner: We turn crypto complexity into actionable, compliance-first advice.

We deliver services through one-on-one consulting, custom portfolio models, client workshops, and regulated-compliance workflows handled by senior consultants and a licensed compliance officer. We target high-net-worth individuals, family offices, and small-to-midsize enterprises seeking disciplined crypto exposure. Short-term goal: secure 30 active clients and $1.2M ARR by end-2027. Long-term goal: scale from a boutique practice to a high-growth advisory firm with 150+ clients and national delivery by 2030. One-liner: We scale through repeat relationships, measurable outcomes, and strict regulatory controls.

Problem

Retail and small-business investors face extreme volatility and technical barriers in digital assets. Price swings, custody complexity, and limited on‑ramp education raise the risk of capital loss and security breaches. Existing solutions are mostly automated platforms that leave non‑specialists without tailored strategies, hands‑on custody advice, or alignment of crypto exposure with broader financial goals.

There is a clear gap for expert-led, high-touch advisory services that combine portfolio strategy, custody best practices, and blockchain education; the market needs personalized guidance to reduce execution risk and integrate digital assets into long‑term plans.

Solution

We offer expert-led, one-on-one cryptocurrency consulting that combines customized investment strategy, portfolio analysis, blockchain education, secure onboarding, and custody guidance to reduce the technical, regulatory, and market risks that prevent individuals and small businesses from accessing digital assets.

Mission Statement

We empower individuals and businesses to navigate the digital asset market with confidence by delivering personalized expertise, clear education, and a human-centered financial strategy. We commit to client-first service, transparent advice, and continuous learning so clients make informed, responsible decisions. We measure success by client outcomes, improved financial literacy, and ethical stewardship of digital assets.

Key Success Factors

Success hinges on meeting specific financial, client, compliance, and staffing milestones tied to profitability.

• Reduce CAC to $1,000 from $2,500 through optimized marketing and referral networks.
• Reach 45% retainer allocation by 2030 via client transition to retainer-based engagements.
• Maintain strict compliance and professional expertise to preserve client trust and advisory credibility.
• Scale to 7.5 FTEs while keeping service quality to support Year 5 EBITDA targets.
• Achieve breakeven in May 2028 as the critical milestone for long-term sustainability.

Financial Summary

Brief financial snapshot of the Executive Summary for the Cryptocurrency Consulting business plan.

Financial requirements: minimum cash $326,000; breakeven May‑2028 (29 months); payback 47 months. Marketing spend rises from $25,000 (2026) to $90,000 (2028). Anticipated return: IRR 4% and ROE 2.84.

Overall outlook: returns reach positive EBITDA by 2028 and scale to $2.407M by 2030.

Funding Requirements

The firm seeks $400,000 to fund $54,000 in startup CapEx, $326,000 in working capital and early operations; Year 1 EBITDA is -$255,000, breakeven is May 2028 (29 months), payback 47 months, IRR 4%, ROE 2.84, and marketing scales from $25,000 to $220,000 annually by year five.