Layout item Radar screen with engagement topics

Advisory Services Engagement Flow

First we meet to determine if your needs match our competencies. If so, we then develop a proposal designed to achieve the outcomes you desire.

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"Getting Engaged"

Market Served  

Our market focus is the C-level executive, division head, or owner of a

  • Small (5M) to Mid-Cap ($500M) for-profit company
  • 3-12 Managers
  • 10-1,000 employees
  • Public or private

who is committed to improvement and

  • Understands changes are needed but doesn't know what exactly they should be
  • Wants support and objective feedback on progress against truly understood goals
  • Or wants an objective, respectful and truthful confidant

Be sure to look at our Important Questions to ask yourself and for evaluating a consultant.


Download our Engagement Guidelines (pdf).

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