We facilitate a focused planning session with you and your key people, then turn it into a one-page plan: where the business is going this year, the three to five priorities that matter this quarter, and the handful of numbers that tell you whether it is working.
Then we stay with it. Monthly check-ins review the scorecard, clear blockers and keep priorities from drifting while the daily work piles up.
Who it's for
Owners who have a vision but not a plan, and leadership teams that want fewer meetings and clearer priorities.
Consult
A free conversation about how strategy works in your business today.
Proposal
A written scope and flat monthly fee, usually within three business days.
Handover
Documented, staged takeover — then a weekly brief to keep you informed.
Common questions.
How long is the planning engagement?
The initial workshop and plan take about three weeks. Most clients continue with monthly check-ins for at least two quarters.
Is this only for large companies?
No. Most of our planning clients have between 5 and 50 people. A plan matters more when every hire counts.
Will you help us carry out the plan?
Yes. Many priorities land in our other services — operations, finance or HR — so we can help execute, not just advise.
Related services
Vendor & Contract Management
One organized home for every vendor, lease and agreement — with renewals tracked and costs reviewed every year.
Executive & Administrative Support
Calendar, inbox triage, travel and correspondence handled by a dedicated assistant who knows your business.
Tax Preparation Support
Year-round tax organization — estimated payments, sales tax filings and a complete, tax-ready file for your CPA.
Let's talk strategy.
A free consultation about strategic planning & growth for your business — what to keep, what to hand over and what it would cost.
Book a free consultation