Pricing + Services

A structured evaluation of your organization across the four dimensions of Organizational Clarity: Mission, Structure, Process, and Performance. Using our proprietary discussion guide, we conduct facilitated sessions with your leadership team to surface the gaps, ambiguities, and misalignments that prevent execution at full potential.

Deliverable: Written assessment across all four clarity dimensions with prioritized recommendations and optional 12-month road map.

Whether you are preparing for a sale, evaluating acquisition targets, seeking capital, or developing a growth strategy for presentation to investors, we bring the financial and strategic rigor needed to make the right decisions and present them compellingly. Our transaction experience spans mergers and acquisitions, management buyouts, private equity recapitalizations, and debt and equity raises.

Deliverable: Varies by engagement — may include growth strategy, M&A scorecard, capital deployment plan, investor presentation, or transaction advisory through close.

A focused review of your company's financial health. You'll walk away with specific, prioritized observations and recommendations you can act on immediately. Ideal for companies that want an outside perspective without a full engagement.

Deliverable: Written findings and prioritized recommendations.

A deeper evaluation of both your financial results and operational drivers, guided by our proprietary 25 Key Indicators framework. We identify the connections between what's happening on the floor and what's showing up on the P&L, then provide a clear roadmap for improvement.

Deliverable: Assessment report with prioritized action items, benchmarked against our Stability framework.

Cash is oxygen. Companies fail not because of a lack of profit, but because of a lack of cash. This engagement focuses on understanding and optimizing your company's cash position — from collections velocity and inventory management to the structural cash demands of growth.

Deliverable: Cash flow analysis, working capital assessment, and prioritized action plan.

A fully customized financial model built around your business. Forecast multiple scenarios, stress-test assumptions, and arrive at board meetings and investor conversations fully prepared. You own the model when we're done.

Deliverable: Custom Excel-based pro forma model with scenario analysis. You own the IP.

A comprehensive strategic planning engagement built around our proprietary process — including PESTEL, competitive analysis, Advanced SWOT, and the Hard Questions framework. You'll leave with an actionable plan your team can execute with confidence.

Deliverable: Written strategic plan with execution roadmap, competitive analysis, and financial projections.

We develop a detailed project plan using our Strategic Plan Execution Roadmap framework and provide ongoing oversight as your team executes. In complex engagements, the plan may span organizational design, financial infrastructure development, operational process improvement, and talent strategy — with defined owners, action items, and timelines across each workstream.

Deliverable: Completed execution roadmap with milestones, responsible parties, and communication plan.