Strategic Advisory & Consulting

Who this is for

• Owners weighing growth, restructuring, a partnership, or an exit
• Investors evaluating a new market or property type
• Leadership teams that need an outside view before committing capital
• Family-owned businesses facing a transition

What you get

• Situation review. A clear, written picture of where things stand, what is working, and what is in the way.
• Options and trade-offs. Two to four realistic paths, each with costs, risks and what would have to be true for it to work.
• A decision memo. Our recommendation and the reasoning behind it, written so you can share it with partners or lenders.
• A 90-day plan. The first moves, in order, with owners and dates.

How it works

1. Scoping conversation. We agree on the question you need answered and what a good answer looks like.
2. Fact-finding. We gather your numbers, documents and viewpoints, and fill gaps with outside research.
3. Analysis. We build and test the options against your goals and your risks.
4. Recommendation. You receive the decision memo and we talk it through.
5. Follow-through. If you want it, we stay on to help you carry out the plan.

Common questions

How is this different from a risk assessment?

A risk assessment looks at what could go wrong. Strategic advisory looks at where you want to go and the best way to get there. They work well together.

Do you work with small companies?

Yes, including owner-led businesses and individual investors.

Is this a one-time project or ongoing?

Either. Many engagements are a defined project with a start and end. Some clients keep us on a retainer for ongoing counsel.

What does it cost?

We set fees per engagement after a discovery call, in writing, before work begins.