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Advisory ■

OTC Diagnostic: one rapid strategic audit.

Stuck on pricing, rebranding or expansion? Spend 90 minutes with our senior partners to uncover root blockers and walk away with a written action roadmap.

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The engagement
5 stages

Each ends in something written. Scope, fee and dates fixed before work starts.

What you receive
A written brief with a fixed fee and date

Diagnostic findings · A working session with your leadership team · A written recommendation, with the reasoning

Built for
One decision that really matters

A leadership team stuck on direction · You want to test us before a bigger piece of work

What this is for

The situations founders arrive with 

01

One decision is blocking everything

A price change, a name, a new market, a partnership. Nothing else moves until it is settled, and it has been unsettled for months.

02

Internal debate has stalled

Two reasonable views inside the leadership team, and no way to break the tie from inside.

03

A retainer feels like too much

The question is real, but a twelve-month commitment is not the answer to a six-week problem.

Most businesses do not need a year of advice. They need one question answered by someone who has answered it before.

The engagement

5 steps, each with something written at the end. 

Scope, fee and dates are fixed in the agreement before work starts. Nothing here runs open-ended.

01

Scoping call

Thirty minutes to check whether the question you are asking is the one that needs answering. Often it is not, and we say so.

02

Written brief and fixed fee

The question, how we will answer it, what you get, the date and the fee, all agreed before work starts.

03

Diagnostic

We gather the evidence: market, numbers, customers, competitors and interviews inside the company, sized to the question rather than to a template.

04

Working session

We present what we found to the decision-makers in the room, disagreements included rather than smoothed over.

05

Recommendation

A written recommendation with the reasoning, the risks and what to do first, signed by your lead advisor.

What you receive

  • A written brief with a fixed fee and date
  • Diagnostic findings
  • A working session with your leadership team
  • A written recommendation, with the reasoning
  • What to do in the first ninety days

Is this the right engagement for you

Built for

  • One decision that really matters
  • A leadership team stuck on direction
  • You want to test us before a bigger piece of work

Not for

  • Need us on call all year? Take the Advisory Retainer
  • You want a second opinion to back a decision already made

Questions

Asked before every engagement. 

How long does it take?+

Two to six weeks, depending on how much research the question needs. The date is fixed in the brief.

What if the answer is that we should do nothing?+

Then that is what we recommend, in writing, with the reasoning. It is one of the more common answers, and one of the more useful.

Does the fee carry into a larger engagement?+

Yes. If you engage us within ninety days, we take the consulting fee off the larger price.

We don't add busywork; we eliminate friction. We partner directly with founders to replace boardroom guesswork with executable, profitable direction.

Let's build a business that commands the market.