Work Together

How we engage

The right engagement structure can't be decided in a sales call.

It has to be earned — through real conversation, an honest look at the business, and a sense of genuine fit on both sides.

That's why every engagement starts the same way.

How every engagement begins
Initial Conversations
Single flat fee

Over six weeks, we schedule a weekly set of conversations to assess our fit, understand your business and where you're at in leading it, and inform what's next.

Here's what you get:

  • Immediate collaboration
  • Async access throughout
  • A set of closing, written observations
  • Engagement structure recommendation

Then you choose:

Tier 01
Strategic Advisory
Monthly retainer · 4-month minimum

A focused cadence for CEOs who want a high-caliber thinking partner without the full operating footprint. Structured, direct, and always honest.

Right for CEOs who need a steady outside perspective more than embedded support.

What's included
  • Bi-weekly sessions (60–90 min)
  • Async communication access
  • Strategic issue focus
  • Quarterly review sessions
Tier 02
Strategic Operating Advisor
Monthly retainer · 6-month minimum

I function as an embedded operating partner — the experienced voice in your corner every week, across major decisions.

Right for CEOs navigating rapid growth, significant complexity, or high-stakes transitions.

What's included
  • Weekly 1:1 sessions (60–90 min)
  • Unlimited access
  • Quarterly planning intensives
  • Scope is comprehensive — strategy, ops, people, capital

Not sure where to start? That's what the first conversation is for. Let's figure it out together →

Specific Project Work

Discrete engagements

Quoted separately — in addition to or independent of a monthly retainer.

M&A advisory Capital raise Exit preparation Strategic diligence Strategic Planning Board role