Service Offerings
Office of the CEO / Chief of Staff
Interim Chief of Staff: Embedded executive support during critical transitions or growth phases
CEO Office Design: Structure teams to support strategic planning, competitive analysis, and executive operations
Executive Cadence & Operating Rhythm: Design daily, weekly, quarterly meeting structures and decision-making frameworks
Strategic Communications: Develop executive presentations, investor materials, and internal/external messaging
Corporate Development and M&A
M&A Advisory: End-to-end project management from target identification through due diligence, deal execution, and post-merger integration
Geographic Expansion Strategy: Assess market opportunities and develop market entry plans
Channel Strategy Development: Identify and penetrate new distribution channels
Organizational Design & Transformation
Organizational Structure & Design: Architect org structures that accelerate growth and collaboration
Executive Team Building: C-suite recruitment strategy, search firm management, and executive onboarding
Digital Transformation: Develop multi-year roadmaps to enhance digital capabilities and AI integration
Change Management: Lead enterprise-wide transformations including culture change, performance systems, and new operating models
Performance & Operational Excellence
KPI Framework Design: Identify critical metrics and build performance tracking systems
Compensation & Incentive Redesign: Align bonus structures with strategic objectives
Operating Candence: Create a structured, repeatable cycle of meetings, reviews, and decision-making that keeps a company aligned, accountable, and moving forward
Strategy & Execution
5-Year Strategic Roadmap Development: Partner with Executives to craft mission, vision, values, and strategic plans that translate to measurable growth
Annual Operating Plan Design: Establish enterprise objectives, KPIs, and translate strategy into actionable budgets and workforce plans
Quarterly Business Review Systems: Install discipline and operating rhythms to track performance and maintain strategic focus
Go-to-Market Strategy
Market Entry & Channel Strategy: Develop strategies to enter new markets/channels including investment requirements and operating models
Product Portfolio Strategy: Multi-year strategic planning for product categories and business units
Direct-to-Consumer Launch: Ecommerce strategy development and channel conflict mitigation