Direct, ongoing access to strategic advice on whatever issue you’re currently encountering. Schedule up to four calls a month for a retained strategic sounding board.

Best for:

• Firms that aren’t ready to begin big projects or start a full engagement

• Firms that need guidance and have internal resources to execute the plan

Cost: $2,500 per month. Cancel anytime.

Thorough pitch book review and markup with the option to have all edits incorporated for you.

Best for:

• Firms who know they have a good story but it isn’t resonating with investors

• Firms who are passionate about their strategy but can’t articulate it concisely

Cost: Starting at $15,000.

Consulting project crafted just for your unique situation. Let’s discuss your needs and see if there’s a fit.

Best for:

• Firms undertaking strategic initiatives in need of hands-on guidance

• Firms who need additional support without increasing headcount

Cost: Based on complexity of engagement.