For CEOs and leadership teams facing complex decisions or strategic shifts, our advisory work helps clarify the path forward.
We support you in:
Tackling high-stakes business questions and market shifts in a holistic and structured way
Modeling growth opportunities, enduring succession plans and transformations
Serving as an "inside-outside" thought partner and implementation coach
You’ve set the goals — now you need to achieve them. Our momentum engagements empower organizations to focus, align, and thrive through a simple and effective business operating system.
We support you in:
Aligning leadership around clear priorities
Establishing a tailored operating system to run and scale a successful, resilient company
Strategic, practical, real-world application of AI
Hands-on coaching and implementation support
Together, these offerings turn strategy into clarity, rhythm, and results — without the burnout.
Your strategy co-pilot to make critical decisions that matter — with clarity, structure and speed from someone who’s been in your seat. We help you confidently make the decisions and stay on course.
Ideal For
CEOs and leadership teams navigating critical inflection points — new business lines, M&A or succession events, AI adoption, disruptions, strategic pivots, or major organizational transitions — who need expert modeling, alignment, and embedded support to move decisively and drive results.
2-phase engagement, 10-13+ months
Includes
Phase 1: Strategic Foundation
2-Day Strategy & Planning Session
Current State Opportunity Assessment
Custom Decision Models (Org, Financial, Investment, Other)
Explore our Decision Modeling Guide for tools and frameworks you can use today >>
Future State Design, Change Management & Transition Roadmap
Phase 2: Embedded Execution & Traction
Weekly Embedded Support
Ongoing Decision Support
Senior Leadership Team Traction Coaching
Leadership Team Development
Regular or ad hoc confidential access to a strategic partner for critical thinking, modeling, transitions or leadership support.
Ideal For
Executives who want ongoing but flexible access to trusted advisory — for decision modeling, prep, transition or alignment.
Monthly retainer, 6-12 months
Includes
Weekly cadence or structured advisory block
Ad hoc availability via email/Zoom
Board prep, org design/people advice, or structured leadership thinking
Executive-level confidential sounding board for thorny issues
Your "Inside-Outside" partner at your side to turn your strategy into alignment, accountability and traction — from vision to action, and traction to results with our proven business operating system, tailored to your business.
Ideal For
CEOs and leadership teams ready to embed a strategic partner to help drive momentum, clarity, and execution across the business for enduring growth.
2-component engagement, 10-13 months
Includes
Full-Day Sessions
1 Annual 2-Day Session*
3 Quarterly Planning Sessions*
Includes business operating system, decision models, org design, and OKR frameworks
Explore our Business Operating System Guide for tools and examples you can use right away >>
Between Session Support
Bi-Weekly to Monthly 1:1 Executive Coaching (for SLT)
Participation in key operating/SLT meetings
Ad hoc availability between sessions
Your coach to equip your team with strategic clarity and operating rhythm and set the foundation for success.
Ideal For
Your coach to equip your team with strategic clarity and operating rhythm and set the foundation for success.
Monthly retainer, 3-6 months
Includes
3-month guided strategy and operating model setup
3 full-day in-person strategy + rhythm design sessions*
Light-touch support between sessions
Optional 1:1 coaching for up to 3 SLT members
Final deliverables: strategy map, operating rhythm design, prioritized roadmap, foundational business operating system elements set-up
*Our Guarantee: All-day sessions are 100% guaranteed. If you do not feel that you received value in session, you don’t pay.
-Mid-Market Retail CEO
-VP, Global Automotive OEM
-SVP, Global Automotive OEM