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Simple by design.
No forms. No funnels. No gimmicks.

01
The Intro

A 30-minute call to gain an overview of you and your business, what you're working through, and whether this is a fit.

No sales pitch — just honest conversation.

02
The Initial Term

We work together for 4 months and tackle live issues from the start.

We build trust, and focus on what drives results for you and your business.

03
Ongoing Build

Ongoing, real-time thinking on the live challenges you're facing.

The direct access to me continues — in session and in between — as things actually unfold.

Email me to schedule a call

How we engage

Having been in the CEO seat, I know the right engagement isn't decided in a sales call. It's a relationship that is built through real conversation, trust and support, and a sense of genuine fit on both sides.

Strategic Operating Advisor
4-month engagement

I function as a high-caliber thinking partner who is structured, direct, and always honest with you.

I'm the experienced voice in your corner every week, across major decisions, even if you haven't yet figured out the right decision.

This is for CEOs navigating growth, changing complexity, or high-impact periods - and even simply the normal flow of the role - where they need a steady outside perspective on which to rely and trust.

What's included
  • —Weekly 1:1 sessions (60–75 min)
  • —Unlimited, async access
  • —Comprehensive scope — people, strategy, culture, ops and capital
  • —Strategic issue prioritization
Email me to schedule a call

Discrete engagements

Below are examples where I provide additional client support. These are separate from the monthly retainer.

M&A advisory Exit readiness Strategic diligence Strategic Planning Board role Meeting facilitation
Email me to schedule a call