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Services

Three disciplines we practice deeply.

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I.
Service One

Corporate Advisory

Trusted counsel for founders and CEOs navigating the decisions that define a company. We sit at the table with you, ask the questions worth asking, and deliver written recommendations you can act on without hesitation.

What's included:

  • Quarterly business reviews and KPI scorecards
  • Board meeting preparation and observer support
  • Governance framework design and refinement
  • Leadership team coaching and decision facilitation
  • Operating-model and organizational design reviews

Engagement model: Monthly retainer or fixed-scope project. Senior partner as your primary contact.

Request an Advisory Proposal
II.
Service Two

Business Formation

Done correctly the first time. We handle the filings, draft the operating documents, and brief you on what each clause means in the language a founder actually speaks.

What's included:

  • LLC, C-Corp, and S-Corp formation in all 50 states
  • Registered agent setup and annual compliance calendars
  • EIN registration and IRS classification guidance
  • Operating agreement and bylaw drafting support
  • Cap table setup and founder-equity documentation
  • Bank account readiness package and KYC documentation prep

Engagement model: Flat-fee formation packages. Typical formation completes in 7 to 14 business days.

Start a Formation Engagement
III.
Service Three

Strategic Planning

Facilitated planning sessions that produce real decisions, not framed prints of mission statements. We design the agenda, run the room, and document the outcomes so the work survives the week it was done.

What's included:

  • Annual and three-year strategic planning offsites
  • Vision, mission, and operating-principles workshops
  • Succession planning and key-person continuity
  • Founder-team alignment sessions and tough-conversation facilitation
  • Written strategy memos with quarterly check-in cadences

Engagement model: Fixed-scope sprints (typically 6 to 8 weeks) or annual planning packages.

Plan a Strategy Engagement
Pricing

Transparent fees, written before we begin.

$0

Discovery Call

A 45-minute introductory conversation at no cost. We come prepared, listen carefully, and leave you with a clear recommendation.

$$

Fixed Project

Flat-fee engagements priced to scope. Half due at kickoff, half upon delivery. Written engagement letter every time.

$$$

Monthly Retainer

Ongoing advisory with reserved senior availability. From $3,500 per month, terms tailored to your needs.

Not sure which engagement fits?

Start with a discovery call. We will recommend the engagement that makes sense, even if that is none of ours.

Schedule a Discovery Call