Metric 01
120+
strategy plans built
STRATEGIC ADVISORY
Three Forces, One Plan
We help founders, SMEs, and alliances set a clear plan, choose the right partners, and keep work on track. Get direct advice, clean next steps, and fewer costly mistakes.
Metric 02
18 yrs
years in advisory
Metric 03
4.9/5
client rating
HOW IT WORKS
Four Clear Steps
Clear next steps for founders, SMEs, and leadership teams before big moves.
2-week kickoff
Strategic Advisory
From $1,500
Clear next steps for founders, SMEs, and leadership teams before big moves.
30-day sprint
Partnership Development
From $2,400
Monthly retainer
Executive Consulting
From $2,800
01Workshops + notes
Operations Planning
From $1,900
Turn goals into roles, dates, and work that your team can follow.
02Fast review
Due Diligence Review
From $3,200
Check numbers, process, and partner fit before you sign or scale.
0390-day scope
Growth Roadmaps
From $2,200
Build a 90-day and 12-month plan with clear owners and steps.
CORE SERVICES
Services Built For Deals And Growth
We start with the deal, the block, and the result you want.
01
Map the goal
02
Review the facts
03
Build the plan
04
Stay on track
CLIENT RESULTS
Work That Moves Teams Forward
One kickoff strategy call Gap scan on one priority Partner shortlist with notes 30-day action plan Email notes after each call
Billed monthlyBilled monthly
Starter
From $1,500/mo
- One kickoff strategy call
- Gap scan on one priority
- Partner shortlist with notes
- 30-day action plan
- Email notes after each call
Most popularBilled monthly
Signature
From $3,750/mo
- Two strategy calls each month
- Alliance target mapping
- Brand position review
- Operations plan with owners
- Deal risk checklist
- 90-day growth roadmap
Retainer or projectRetainer or project
Scale
Custom
- Weekly leadership calls
- Cross-company deal support
- Executive memo pack
- Board-ready decision notes
- Risk review on key moves
- Team handoff plan
WHAT CLIENTS SAY
Straight Talk From Clients
Set shared goals, cleared role gaps, and moved the deal in five weeks.
SaaS
SaaS merger plan for two founders
Set shared goals, cleared role gaps, and moved the deal in five weeks.
Retail
Brand reset for a family firm
Health
Clinic group ops plan
Private Equity
Joint venture due check
Fintech
Payments growth map
Alliance strategy
Mara Ellison
Due diligence
Julian Voss
Process and planning
Priya Nand
Positioning and pitch
Theo Mercer
Proof
Customer notes
Verified
“They gave us a clear plan and helped us pick the right partner fast”
Dana Whitmore
Co-Founder, Northbay Supply
Verified
“Their notes were direct, and the team knew what to do after every call”
Eli Navarro
CEO, Ledger Arc
Verified
“We fixed the offer, cleaned the pitch, and won better meetings right away”
Mina Patel
Managing Director, Halcyon Health
Service area
Northeast Corridor
New York City, Boston, Philadelphia, Newark, Hartford
Area 01
Northeast Corridor
New York City, Boston, Philadelphia, Newark, Hartford
Area 02
Mid-Atlantic
Washington, Baltimore, Richmond, Norfolk, Arlington
Area 03
Great Lakes
Chicago, Detroit, Cleveland, Milwaukee, Indianapolis
Area 04
South Atlantic
Atlanta, Charlotte, Raleigh, Miami, Tampa, Jacksonville
Journal
Notes From The Field
HealthAug 16, 2026
수원토닥이 비용 분석: 실제로 지불하는 금액 2026
Questions
Common Questions
Quick answers before visitors choose a product, service, or next step.
01What types of clients do you work with?+
We work with founders, SMEs, and deal teams that need clear advice, a tighter plan, or help finding the right partner.
02Do you help with partner deals?+
Yes. We map targets, check fit, review risk, and shape the deal path before talks go too far, so you can move with less guesswork.
03How does the first call work?+
We ask about the goal, the deal, and the block. Then we send next steps and what we need to review by email.
04Can you review a business before a deal?+
Yes. We check numbers, ops, team setup, and partner risk so you can make a clean call before you sign on the deal.
05Do you support small teams?+
Yes. Small teams often need the clearest plan. We help them set owners, fix gaps, and avoid wasted work from the start.
06How fast can we start?+
Most projects start within one week after the first call and a quick review of your notes, goals, and files.
Monthly Deal Notes
Get one short email a month with deal notes, partner tips, and simple ways to tighten your plan.