THREE WAYS TO WORK WITH US
Clear scope. Practical impact.
Our options match the depth of support to the challenge: understand the opportunity, execute the plan, or solve a specific problem.
01 / FIXED-SCOPE ENGAGEMENT
Operating Assessment
Custom quote
A focused diagnostic for owners and investors who need clarity on performance, leadership priorities, and actionable opportunities.
- ✓ Leadership discovery and stakeholder interviews
- ✓ Financial and operating KPI review
- ✓ Cash flow, margin and cost structure assessment
- ✓ Organizational and systems gap analysis
- ✓ Value-creation opportunity prioritization
- ✓ Executive findings presentation and recommended roadmap
Request an assessment ↗02 / ONGOING ENGAGEMENT
Operating Partnership
Custom retainer
Embedded senior leadership support to turn insights into a measurable 100-day execution plan and sustained operating cadence.
- ✓ Everything in Operating Assessment
- ✓ Detailed 100-day operating and value-creation plan
- ✓ Weekly management and KPI reviews
- ✓ Monthly financial reporting and forecast reviews
- ✓ Initiative ownership, milestones and benefits tracking
- ✓ Board and investor reporting support
- ✓ Executive coaching and leadership alignment
- ✓ Ongoing strategic decision support
Discuss a partnership ↗03 / ON-DEMAND EXPERTISE
Strategic Advisory
$675 / hour
Direct senior-level counsel for time-sensitive decisions and defined projects without an ongoing commitment.
- ✓ Executive-level strategic advisory
- ✓ Financial modeling and scenario reviews
- ✓ Operating and commercial strategy sessions
- ✓ Transaction and integration planning discussions
- ✓ Board meeting and investor materials review
- ✓ Executive coaching and decision support
Request hourly support ↗Assessment fees and partnership retainers are quoted after a scope discussion. Deliverables, timing, cadence and any minimum commitment are agreed in writing before work begins. Hourly advisory is billed at $675/hour based on agreed scope. No outcomes are guaranteed.