Advisory services
Multiple entry points, one advisory philosophy.
Eight ways to work together, from a focused assessment to sustained senior advisory. Every engagement starts with the situation in front of you.
Assess the situation
Begin here when the situation is not yet clear: a problem with an uncertain cause, a decision that has not been tested, or a venture approaching investor scrutiny. The Strategic Business Triage™ Diagnostic assesses the business as a whole. The Founder Risk Diagnostic reads the risks that sit with the founder and the venture. The Investor Readiness Diagnostic shows where scrutiny will land before it does.
Strategic Business Triage™ Diagnostic
Assess the business situation before committing to the wrong solution or the wrong path.
Request a DiagnosticFounder Risk Diagnostic
A paid, individual read of the founder and venture risks most likely to become expensive if left unaddressed.
Request a Founder Risk DiagnosticInvestor Readiness Diagnostic
Know where investor, lender, or partner scrutiny will land before it does.
Request an Investor Readiness Diagnostic
Align and execute
Choose these when the situation is understood and the work now is to move. Leadership has to agree on what matters most, then carry it through. The Intensive aligns leadership and converts assessment into priority action. The Retainer keeps senior advisory close to complex execution, transformation, AI governance, and new venture development.
Strategic Business Triage™ Intensive
Align leadership and convert assessment into priority action with a clear execution path.
Discuss an IntensiveGrowth and Transformation Advisory Retainer
Ongoing senior advisory for complex execution, transformation, AI governance, and new venture development. Available as a direct-entry retained engagement or as a Fractional Chief Strategy and Growth Officer mandate.
Discuss Retained Advisory
AI governance and founder readiness
Two decisions carry more risk than they appear to: how an organization adopts AI, and whether a founding team is ready for the capital and scrutiny ahead. The AI Governance, Transformation, and Operating Value Review gives leadership oversight from AI readiness through transformation. The AI Readiness and Transformation Workshop builds practical governance for contractors, SMEs, boards, and executive teams. The Before You Fail Founder Readiness Workshop prepares founder cohorts before capital and reputation are committed.
AI Governance, Transformation, and Operating Value Review
From AI readiness assessment through to full transformation planning and executive oversight.
Request an AI ReviewAI Readiness and Transformation Workshop
Practical AI governance and transformation for contractors, SMEs, boards, and executive teams. Custom-built for your organization around a pre-session leadership consultation.
Book the WorkshopBefore You Fail Founder Readiness Workshop
A three-day immersive for accelerators, investor groups, and organizations that want their founder cohorts prepared before capital and reputation are committed to avoidable failure.
Request the Workshop
Special situations
Some situations do not fit a defined engagement. They are scoped individually, after a conversation, around what the situation requires.
These engagements are available by proposal. The place to begin is a conversation about what is in front of you.
- A transformation has stalled, and leadership needs to recover it.
- A partnership across borders needs structure, governance, and trust before it can carry real commitments.
- A family business is facing succession, or growth has exposed unclear decision rights.
- A business is preparing for an exit or a capital event and needs to know where scrutiny will land.
- A new venture or an AI initiative needs senior oversight through the build phase.
- A leadership team needs senior strategy and growth leadership close to the business for a defined period.
Not sure which path fits? Let us help you find it.
Fourteen questions. Three to five minutes. No obligation and no sales pressure.