Advisory work
Engagements shaped around ownership decisions
Board advisory for owner-managed companies means standing counsel, readiness reviews, succession facilitation, and capital briefings — each scoped to how your firm actually decides.
Owner-Manager Board Advisory
A standing advisory seat for owner-managed companies that need disciplined board-level challenge without a full independent board.
Board Readiness Review
A fixed-scope assessment of how owner-managed companies prepare decisions, record them, and hold leadership accountable.
Succession & Ownership Sessions
Facilitated sessions that help family and co-owners name succession paths, voting rights, and timelines before pressure forces the conversation.
Capital Decision Briefings
Focused briefings before major capital outlays, acquisitions, or debt facilities so the owner enters lender and partner meetings with clear papers.
Flagship: Owner-Manager Board Advisory
Our core offer is a twelve-month retainer with monthly sessions, pre-read packs, and written notes. It suits owners who want board cadence without appointing a full independent board.
