Consulting Services — Strategy, Operations & Advisory

Our practice areas

Six focused services. One senior consultant.

We don't try to be everything to everyone. These are the six things we do well — chosen because they are the levers that move most small-to-mid market businesses.

📈

Growth Strategy

Positioning, pricing, packaging, and channel selection. Delivered as a written plan with a 90-day execution schedule and a scorecard.

🔍

Market Research

Buyer interviews, competitor teardowns, willingness-to-pay studies, and TAM/SAM sizing you can defend to a board.

⚙

Operations Design

Process mapping, SOP writing, tooling audits, and org-design recommendations for teams from 5 to 250.

💵

Financial Modeling

Three-statement models, unit economics, scenario planning, fundraising narratives, and board-ready dashboards.

👨‍💼

Leadership Advisory

Monthly retainer format. A senior sounding board on hiring, comp, hard conversations, and long-range planning.

📝

Fractional COO / Board

Long-term embedded support: independent board seat, or a fractional COO covering 2–5 days per month for 6–12 months.

Engagement formats

Three ways to work together

Pick the shape that fits the problem. Every format includes a senior consultant, written deliverables, and clear success metrics agreed up front.

Strategy Sprint

2–4 weeks

A focused engagement to answer one big question: should we raise prices, enter this market, hire this role, ship this product? Fixed fee, written deliverable, no drag.

Starting at $9,500

90-Day Engagement

3 months

Our signature format. Discovery, plan, and six weeks of hands-on execution support with weekly check-ins and a written debrief on day 90.

Fixed fee, quoted after intake

Ongoing Advisory

Monthly retainer

Two structured meetings a month, unlimited async questions, and quarterly written reviews. The right fit for founders who want a senior brain on speed dial.

From $3,200 / month

Industries we know well

Deep familiarity with a handful of sectors

We're generalists by philosophy but repeat customers by industry. Roughly 80% of our work is in these six sectors:

B2B software & SaaS ($1M–$25M ARR)
Direct-to-consumer & e-commerce brands
Professional services (law, accounting, agencies)
Light manufacturing & distribution
Health, wellness & consumer services
Founder-led family businesses in transition

Ask if we're a fit for yours →

Deliverables

What actually lands in your inbox

Written recommendations

Every engagement produces a plain-English memo — not a 60-slide deck — that you can share with your team the same day.

A working model

Spreadsheets your finance team can maintain, with named assumptions, sensitivity tabs, and a real one-page summary.

An execution schedule

Week-by-week checklist of what happens, who owns it, and how you'll know it worked. Delivered in whatever tool you already use.

A scorecard

The three to five numbers we're accountable to, with baselines, targets, and a review cadence.

Interview library

Anonymized notes from customer, competitor, and internal interviews — searchable and yours to keep.

Day-90 debrief

What worked, what didn't, and what we recommend next. Written, honest, and shared before the last invoice.

What we do