01
Growth strategy
Revenue model assessment, market positioning, competitive analysis, and expansion planning. We help founders decide where to invest and what to defer.
Practice areas
Advisory services structured around founder decisions
Each engagement begins with understanding the specific decision at hand.
What we do - Four practice areas, one advisory relationship
Most clients engage across multiple practice areas as their needs evolve.
02
M&A advisory
Full-lifecycle transaction support: valuation, deal structuring, due diligence coordination, negotiation strategy, and post-close integration planning.
03
Operational transitions
Leadership succession, organizational restructuring, and performance improvement. We provide structured frameworks and accountability during change.
04
Board advisory
Strategic planning facilitation, governance best practices, and independent perspective. We help boards function as true strategic assets.
Engagement structure - Transparent engagement models
All engagements begin with a complimentary consultation.
Advisory retainer
from $5,000/mo
Ongoing strategic advisory for founders navigating growth or operational challenges.
- Monthly strategy sessions
- On-demand counsel between sessions
- Board meeting preparation
- Quarterly strategy review
Transaction engagement
Custom
Full-lifecycle M&A support from initial assessment through closing.
- Valuation and deal structuring
- Due diligence coordination
- Negotiation strategy
- Post-close integration
- Success-based fee component
Project scope
from $15,000
Defined-scope engagement for a specific strategic question or transition.
- Scoped deliverable and timeline
- Stakeholder interviews
- Written recommendations
- Implementation support
M&A advisory
Considering a sale, acquisition, or merger?
Transaction decisions deserve structured analysis and experienced guidance. Start with a confidential assessment of your situation.
Valuation guidanceDeal structuringNegotiation support
Our process - From initial conversation to engagement
A structured process so you know what to expect at each stage.
1
Initial consultation
A complimentary conversation to understand your situation, goals, and the specific decision you are facing.
2
Situation assessment
We evaluate the strategic landscape, identify key variables, and determine whether our advisory services are the right fit.
3
Engagement proposal
A clear scope of work, timeline, fee structure, and expected deliverables. No surprises.
4
Advisory work
Structured advisory sessions, analysis, and deliverables on the agreed timeline. Regular progress updates throughout.
5
Outcome and review
Final deliverables, implementation support, and a candid assessment of results against objectives.