Our deepest engagement: brand, structure and protection held together for a full year, with the Council on the team and the work measured against your own targets.
- The engagement
- 6 stages
- What you receive
- Annual integrated diagnostic
- Built for
- A business past the founder-only stage and growing
Each ends in something written. Scope, fee and dates fixed before work starts.
A written plan with agreed targets · The Council on your team for the full year · Four quarters of project work
Brand, operations and legal questions all arriving at once · A leadership team willing to be held to written targets
What this is for
The situations founders arrive with
01
The three sides contradict each other
The positioning says premium, the pricing says volume, and the trademark covers neither. Each decision made sense on its own.
02
Advice arrives without accountability
Everyone gives advice, nobody is measured on it, and the consequences land on the founder alone.
03
Growth outruns the structure annually
What was built for the business two years ago is quietly failing it today, and nobody is watching for it.
Brand, structure and protection are three answers to one question. Split them across three firms and the answers stop agreeing with each other.
The engagement
6 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
Annual diagnostic
We review the brand, the structure and the legal risks together at the start of the year, and write the year's plan from what we find.
02
Targets agreed in writing
What this year should change, written in your own numbers, with us answerable for them at review.
03
Embedded council
Legal, finance, sector and crisis specialists on the team for the full year, rather than pulled in question by question.
04
Quarterly execution blocks
Every quarter has real project work in it: a repositioning, a restructure, a set of filings. It ships to dates, not intentions.
05
Monthly operating rhythm
A standing session with your leadership team, plus direct access to your lead advisor in between.
06
Year-end review
How we did against the agreed targets, read honestly. Then we scope the next year or close the engagement.
What you receive
- Annual integrated diagnostic
- A written plan with agreed targets
- The Council on your team for the full year
- Four quarters of project work
- Monthly sessions with your leadership team
- A year-end review of the results
Is this the right engagement for you
Built for
- A business past the founder-only stage and growing
- Brand, operations and legal questions all arriving at once
- A leadership team willing to be held to written targets
Not for
- You only want one of the three on its own
- Your leadership team cannot commit time every month
Questions
Asked before every engagement.
How is this different from the retainer?+
The retainer buys advice. This buys advice plus the work itself, across all three disciplines, against targets we are measured on at year end.
How many of these do you run?+
Deliberately few at a time. The work only holds up at a depth that limits how many we can run at once.
What happens if the targets are missed?+
We write it down at the review, with the reasons, including our own. Then the next year is rescoped honestly, or we stop.
We don't add busywork; we eliminate friction. We partner directly with founders to replace boardroom guesswork with executable, profitable direction.