Services & Engagement Models

A focused starting point for organizations that need clarity on performance, growth opportunities, service-line priorities, referral patterns & market dynamics, operational readiness to grow assessment, partnership options, risk assessment, and execution needs.

Single Service-Line Assessment - $2000: A focused review of one service line, program, division, or growth opportunity. Best for organizations trying to understand underperformance, referral issues, growth potential, margin concerns, or whether to grow, fix, partner around, or reconsider a specific service.

Enterprise Assessment - $3500: A broader review of organizational performance, growth opportunities, referral dynamics/market risks, service-line performance, partnership options, operational barriers, and execution priorities across multiple services, divisions, or the broader organization.

Multi-Site Service-Line Assessment — Custom Scope/Rate: For organizations assessing one service line across multiple locations, markets, or operating units. Scope and fee are based on the number of sites, data availability, market complexity, interviews required, and desired deliverables.

If the organization moves into a fractional leadership or advisory retainer of three months or longer, the assessment fee may be applied toward the retainer.

Embedded senior leadership support for organizations that need executive-level strategy, growth, transformation, operations, business development, or partnership leadership without adding a full-time role.

This may include serving as fractional CSO, Chief Growth Officer, Chief Transformation Officer, VP of Strategy, VP of Business Development, VP of Partnerships, VP of Operations, or executive advisor to the CEO, COO, CFO, board, or investor group.

Best fit when: the organization needs ongoing senior capacity, decision support, leadership alignment, and execution ownership.

Mid‑term engagements & enterprise‑level execution | 5-40+ hours/week | 1-6 month minimum based on package

Starter Retainer | 8-16 hours/week | Month-to-month

Standard Retainer | 16-32 hours/week | 3‑Month minimum

Transformation Retainer | 32+ hours/week | 6-month minimum

Ongoing strategic advisory support for CEOs, boards, executive teams, service-line leaders, or investors who need senior-level perspective, prioritization, and accountability support without a heavily embedded operating role.

This may include executive advising, strategy review, growth prioritization, performance review, partnership evaluation, leadership team support, or decision support around major initiatives.

Best fit when: leadership needs a trusted senior advisor, but internal leaders will own most day-to-day execution.

Temporary leadership support during executive transitions, vacancies, integration periods, restructures, or periods of significant organizational change.

This may include stabilizing a function, leading a division or service line, supporting executive search transition, or maintaining momentum while a permanent leader is identified.

Best fit when: leadership continuity, credibility, and immediate operating discipline are needed.

Functional Areas: Operations, Business Development, Strategy, Service Line Leadership, or Sales

*VP or Chief level

Defined support for a specific growth, performance, partnership, integration, or transformation priority.

This may include service-line turnaround, referral strategy, market development, business development redesign, M&A/JV support, post-merger integration, new venture launch, or operating model redesign.

Best fit when: the organization has a specific initiative that needs structure, leadership, and measurable progress over a defined period.

Most Popular Projects

1. Service line Performance Assessment

2. Market Assessment

3. Service Line assessment, performance plan, and operational transformation

4. New Venture Development (need, concept, launch, performance)

5. JV or Partnership Support (assessment, identification, structuring, launch, management)

6. M & A support: Full cycle

7. Business Development Division Assessment & Leadership

8. Enterprise Strategic Plan

9. Growth Division build, assessment, and or transformation: assessment, build, onboarding, recruitment, training, coaching, leading, incentive design

10. Quarterly reporting: Assessment, findings, & recommendations