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

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

Designed for organizations seeking long‑term, embedded executive leadership across strategy, transformation, or growth

·        Defined executive access with pre‑planned strategic deliverables

·        Priority availability with direct CEO‑level engagement

·        Quarterly strategic reviews aligned to enterprise objectives

·        One major strategic initiative annually (≈$15K standalone value)

·        Ongoing participation in leadership meetings and executive advisory

Introductory Strategy, Growth, and Performance Assessments for healthcare organizations navigating change, performance challenges, operational stress, or growth opportunities.

These focused assessments are designed for organizations that need additional perspective, clearer prioritization, and a practical path from opportunity to execution.

The assessment fee may be applied toward a fractional leadership or advisory retainer of three months or longer or can be a stand-alone investment. If your organization is trying to decide where to focus next, this may be a low-risk, useful starting point.