Discover

A 90-minute working session with the owner (and any co-leaders you want in the room). We listen more than we talk, review the numbers you have on hand, and map the goals behind the goals.

Diagnose

We take one to two weeks to pull the picture together — sometimes with a floor visit, sometimes a customer interview or two — then come back with the two or three moves that will matter most.

Design

A short written plan with named owners, timelines, and the KPIs we'll use to know it's working. We agree on scope and price before any deeper work begins.

Deliver

We stay through execution — usually two to four quarters — coaching leadership, tracking KPIs, and adjusting as the market moves. Then we hand the rhythm back to your team.

Engagement Types

Right-sized for the question in front of you.

Not every problem needs a year of work. We structure engagements at three sizes so you never overspend on the wrong shape of help.

Diagnostic · 2–3 weeks

A single, decisive read.

A structured deep-read of one area — cash, operations, team, or positioning — with a short written recommendation. Flat fee, no obligation to continue.

Advisory Retainer · 6–12 months

Ongoing senior counsel.

Twice-monthly working sessions, a rolling task list, and access between meetings. For owners who want a steady sounding board while executing a plan.

Transformation · 12–24 months

Larger, cross-functional programs.

Succession planning, operational turnarounds, or full strategic resets. Scoped in phases so you can pause between them.

Fees & Terms

Plain about money.

Flat fees on diagnostics.

Two-to-three week diagnostics are fixed price. You know the number before we start, and it does not change unless scope does.

Monthly retainers.

Ongoing advisory is billed monthly against a defined scope. Thirty-day notice either way — no long contracts.

No hidden incentives.

We do not take referral fees, kickbacks, or software commissions. Our only compensation is your invoice.