Strategy Advisory Services

We envision your future and work backward to build a strategy that aligns your aspirations with your capabilities, accounting for time, scale, and scope. Our framework addresses potential friction and structural tension, ultimately simplifying complexity into a clear, actionable strategy.

Our strategy advisory services are tailored for small and mid-sized business owners, helping them develop strategies that are practical, effective, and designed to drive growth, achieve goals, and enable a successful exit. Leveraging our practical experience and theoretical knowledge, we make strategy a critical success factor for your business.

Our engagements typically span one year. In the first quarter, we focus on crafting your strategy, establishing a strategic framework, and transitioning to execution. In subsequent quarters, our role shifts to nurturing the strategy, supporting implementation efforts, and embedding strategic habits within your organization, beginning with you as the owner.

Each engagement is a custom variation of our standard advisory approach, recognizing that every client has unique starting points and distinct aspirations. We adapt our efforts to align with your specific objectives.

A typical strategy advisory engagement includes developing a three-part strategic framework:

• The Strategy Concept of Operations defines your aspirations, capabilities, and the underlying “how” of your strategy.

• The Business Development Framework builds a growth engine to propel your business forward.

• The Organizational Blueprint provides guidance for scaling as your business grows, minimizing the impact of structural tension.

The result of our engagements is a cohesive organization aligned toward a shared vision, equipped with an integrated growth engine, and prepared to scale efficiently. For business owners considering an exit, we help plan three to five years in advance to maximize company value, paving the way for a successful sale and transition.

With our approach, you’ll have a functional, grounded strategy that reduces reliance on chance and brings predictability to your outcomes.

See the graphic below for an outline of a typical engagement flow.