“The best time to plant a tree was twenty years ago. The second best time is now.”
Unknown
What to expect
Apply
You complete a questionnaire before we meet. It captures a snapshot of the business, how you operate inside it, and what you want it to support. The intake focuses our time together and ensures it is used efficiently.
Finding the Gap
1 to 3 sessions. Live, on camera.
Discovery is a structured diagnostic conversation. The intake and my experience determine where it starts, but the direction evolves as I gain a deeper understanding of you and your business. Some businesses come into focus in a single session, while others need up to three, depending on size and complexity.
The purpose of discovery is information gathering and diagnosis, not live problem-solving. Final findings, conclusions, and recommendations are provided afterward through the written evaluation.
Evaluation
A written evaluation is delivered via email after discovery is complete. The document includes:
- In-depth evaluation of the business's current stage and whether the operational infrastructure, business model, owner behaviors, and available capacity are aligned with what that stage requires
- Primary structural, operational, and ownership constraints
- Your role in those constraints
- Where current operations conflict with stated goals, available capacity, stage requirements, or next stage readiness
- Highest-leverage priorities and opportunities and why they matter
- Risks if nothing changes
- Recommendation for continued work if appropriate
Closing the Gap
Ongoing Advisory Services focus on where the greatest impact can be made for your life and your business based on the outcome of the Business Evaluation.
Advisory Services are highly contextual. There is no standardized approach because no two businesses or owners are the same.
Scope, structure, and pricing are determined by the nature of the work and the level of support required. Engagements are typically project-based and/or episodic, adapting as you and your business evolve over time.
Business Evaluation
Most owners are spending time and energy on outcomes without clear visibility into and understanding of the infrastructural, operational, or behavioral patterns creating them.
The Business Evaluation diagnoses underlying dynamics and distinguishes symptoms from root causes.
It surfaces where operational infrastructure, stage of development, owner behavior, and stated goals are working against one another. I identify risks, opportunities, constraints, and the patterns shaping the business's current trajectory.
The evaluation establishes a clear understanding of how the business is operating and identifies the highest-leverage opportunities for change.
Pricing ranges from $1,500 – $7,500 depending on the size and complexity of the business.