For business owners & senior leaders
When your next decision changes the business.
Growth has stalled. A capital decision can’t wait. An offer to buy the business raises as many questions as it answers. We help business owners and senior leaders examine the choices, understand the tradeoffs and decide how to move forward.
What to expect
We work through the choices with you: what is happening in the business, which assumptions need testing, and what each option would demand of your capital, team and time. The aim is a decision you can explain, a clear set of priorities and a practical next step.
The work draws on firsthand experience founding and leading companies, raising capital, working with boards and navigating a business sale. We bring that experience into the details of your situation and revisit the choices as new information emerges.
Engagements typically run 3 to 12 months. The first conversation is a chance to discuss your situation and establish whether the work is a fit.
Decisions we help you work through
- Growth: Find what is constraining the business and decide where to focus people, time and money.
- Capital: Weigh what a raise would fund, what it would cost and what it would change for the company.
- A potential sale: Work through readiness, timing and what a good outcome would mean for the business and its owners.
- Leadership and board alignment: Make the competing priorities and tradeoffs clear enough to address directly.
- A strategy that isn’t working: Decide what to change, what to stop and what deserves attention next.
Scope and fit
This work suits leaders who want candid perspective and are prepared to examine their assumptions. You and your team lead execution. The engagement does not include running your team or executing a marketing plan. Transaction, legal, tax and investment work stays with the appropriate specialists.
How it works
01 · First conversation
Talk through the situation, the decision in front of you and whether the advisory work is a fit.
02 · Agree on the work
Define the decisions, scope, cadence and access for the engagement.
03 · Work through the decisions
Test the options, prepare the important conversations and revisit the priorities as the situation develops.
What decision is in front of you?
Tell us what is happening in the business and what you need to work through.