Advisory Services

Flexible Support Designed Around Your Needs

Whether you need a one-time conversation, an intensive 4-week sprint, or ongoing strategic support, I work with you to create an engagement that fits your situation.

Engagement Options

I offer three flexible engagement types, each designed to meet you where you are. All engagements begin with a free consultation to ensure we're the right fit.

FREE

Free Consultation

A no-obligation conversation to discuss your situation, explore whether we're a good fit, and determine the best path forward.

  • 60-minute initial conversation
  • Understanding your challenges
  • Recommending next steps
  • Completely confidential
Schedule Now

One-Time Session

For founders who need focused guidance on a specific decision or challenge. Get clarity without a long-term commitment.

  • 2-3 hour deep-dive session
  • Strategic framework & action plan
  • Follow-up resources
  • 2 weeks of email support
Get Started

4-Week Sprint

An intensive engagement for critical decision points—pivots, acquisitions, or major transitions that demand focused attention.

  • Weekly strategy sessions
  • Unlimited email & text access
  • Access to specialist advisors
  • Comprehensive deliverables
Get Started

Ongoing Advisory Engagement

Continuous strategic support for founders navigating sustained growth, ongoing transitions, or who want a trusted advisor by their side as they scale.

  • Monthly retainer model
  • Flexible meeting schedule
  • Priority access & support
  • Network of specialist advisors

What You Can Expect to Work On

I help founders navigate a range of complex business and personal decisions. Here are the areas where I provide the most value.

Strategic Pivots

When your business model needs to shift or your market changes, I help you evaluate options, assess risk, and make the pivot with confidence and clarity.

M&A Guidance

Whether you're considering buying, selling, or merging, I provide counsel through valuation, negotiation, and the emotional complexity of these major transitions.

Start-Up & Early Stage

From validating your idea to building your first team, I help early-stage founders make smart decisions about product, market, and organizational structure.

Growth & Scaling

Navigating growth challenges including hiring leadership, building systems, managing cash flow, and maintaining culture as you scale.

Work-Life Integration

Support for parent-founders balancing leadership with family responsibilities, including managing special needs caregiving alongside business demands.

Leadership Transitions

Guidance through leadership changes, succession planning, and organizational restructuring during critical transition moments.

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Resource Network

I Tap Into a Fleet of Resources

You don't just get me—you get access to my entire network of vetted specialists. When your situation requires specific expertise, I bring in the right people to support you.

Legal Advisors

Contract review, entity structuring, and regulatory compliance specialists.

Financial Experts

CFO advisors, valuation specialists, and financial planning professionals.

Operational Specialists

HR, systems design, product development, and technical architecture experts.

Industry Experts

Specialists in education, health tech, mission-driven sectors, and regulated industries.

How it works: I coordinate all specialist involvement, ensuring seamless collaboration and maintaining the confidentiality and continuity of your engagement.

How We'll Work Together

Every engagement is different, but here's the typical process we follow to ensure clarity and results.

1

Free Consultation

We start with a no-obligation conversation to understand your situation and determine if we're the right fit.

2

Scope & Design

We define the scope, timeline, and deliverables. I recommend the engagement type that best fits your needs.

3

Deep Work

We dive into your challenge through sessions, research, and collaboration. I bring in specialists as needed.

4

Clarity & Action

You leave with clarity on your path forward, actionable next steps, and continued support as needed.

Frequently Asked Questions

Ready to Get Started?

Let's begin with a free consultation to explore your situation and discuss how I can support you through your next critical decision.

100% Confidential
Flexible Engagements
No Obligation