Advisory

Counsel that installs, not consults.

Four disciplines, one operating philosophy: we build what we recommend. Engagements range from single-day diagnostics to multi-year fractional counsel — sized for owner-operators through mid-market enterprises.

Disciplines

Four pillars, one operating system.

01

AI in Business

Deploy practical AI across sales, operations, and back-office workflows — no theatre, measurable margin.

What's included

  • AI adoption roadmap for 3 highest-cost workflows
  • Vendor and model selection, guardrails, and governance
  • Team enablement — playbooks, prompts, and rituals

Who it's for

Owners tired of AI theatre. Executive teams that want measurable margin, not another pilot.

02

Strategy & Development

Positioning, offer design, and growth systems that hold up in front of a bank, a board, or a buyer.

What's included

  • Positioning, offer, and pricing architecture
  • Growth model and channel mix
  • Board- and lender-ready operating plan

Who it's for

Founders scaling past the ceiling. Enterprises re-cutting the plan for the next three years.

03

Executive Mentorship

One-on-one counsel for founders scaling past the ceiling — from first million to first exit.

What's included

  • Private, individual mentorship directly with the founder
  • Twice-monthly private counsel sessions
  • On-call decision support between sessions
  • Peer introductions — bankers, buyers, operators

Who it's for

CEOs who need one person who has already done it. Founders preparing for a capital event.

04

Acquisitions & Related Due Diligence

Buy-side advisory, exit prep, and BANKREADY® certification for owners preparing for capital events.

What's included

  • Buy-side thesis, search, and structure
  • Sell-side prep, positioning, and diligence readiness
  • BANKREADY® certification of the target or the seller

Who it's for

Owners buying their next business. Sellers who don't want to leave money on the table.

How we work

A four-step engagement.

  1. 01

    Diagnostic

    A working session — private, candid — to name the real problem and the shape of the answer.

  2. 02

    Engagement

    A written scope, timeline, and outcomes. Small teams. Direct access. No layers.

  3. 03

    Installation

    The work is done together, not delivered. What we build stays running when we leave.

  4. 04

    Standing By

    Ongoing counsel at the cadence you need — quarterly reviews, on-call, or fractional.

Start the conversation

A diagnostic is always the first step.