Service 04
Fractional Strategic Advisory
Replaces the expensive habit of deciding structural questions alone.
Typically follows an existing engagement
The problem this solves
The business has outgrown informal decision-making, but a full-time strategy hire is premature. Decisions about structure, headcount, systems, and sequencing keep getting deferred because nobody owns the analysis.
A standing strategic seat for owners and executive teams carrying decisions bigger than their current bench.
What's included
A cadence, sized to the decisions in front of you
Advisory scales from a single bounded question up to a standing seat in the operating review.
- 01
Entry — Advisory Sprint
A bounded engagement on one structural question: org design, a build-versus-buy call, or a capacity plan.
- 02
Core — Standing Advisory
Semi-monthly working sessions with the owner or executive team, decision memos, and direct involvement in the two or three initiatives that define the year.
- 03
Ongoing — Board-Level Cadence
Quarterly planning facilitation, operating-review participation, and ongoing support for the leadership team executing the roadmap.
Proof of work
The questions this seat usually carries
Structural calls that keep getting deferred because no one owns the analysis.
Org design
Whether the next hire is a role or a redesign.
Most hard-to-fill roles are 40 to 60 percent coordination work. The advisory work is deciding what to remove before writing another job description.
Sequencing
Which two initiatives actually define the year.
Decision memos, a semi-monthly working session, and direct involvement in execution — so the roadmap survives contact with the quarter.
Who this is for
Where this work lands best
Primary market
Legacy SMBs Ready to Modernize
Profitable, established businesses running on institutional knowledge and manual process, now facing a modernization decision they can't keep deferring.
Second segment
Mid-Market & PE-Backed Companies
Already tech-enabled, under a value-creation clock, and looking for leverage rather than a first system of record.
Start with an assessment.
Every engagement begins with findings, not a proposal for software.