The three forces reshaping the mid-market today — generative AI, sustainability disclosure, and generational ownership transition — share one trait: most CEOs know they need to act, and very few know where to begin. We help with both.
Strategic advisory is for the executive team facing one of three structural shifts: an AI-driven reinvention of how the business operates; a CSRD or EU Taxonomy compliance deadline that requires more than a checkbox response; or a generational ownership transition that determines what the business becomes after the founder steps back.
Our engagements are productized — a defined diagnostic, a clear set of deliverables, a finite timeline. We are not a McKinsey, and we do not pretend to be. We are the senior counsel a mid-market CEO actually needs.
Three forces are reshaping the mid-market simultaneously — AI, ESG, succession. Most CEOs know they need to act. Very few know where to begin.
Each practice begins with a paid diagnostic. The diagnostic stands on its own; the implementation work that follows is optional.
A structured review of your operational, commercial, and product workflows — and a prioritized roadmap of where AI delivers measurable margin within six months.
Hands-on architecture and vendor selection support. Tooling, prompts, integration, change management. Monthly retainer model.
Gap analysis against CSRD, EU Taxonomy, and SFDR. Roadmap for your first compliant report — built to also be a value driver for acquirers.
Governance design, ownership-transition architecture, next-gen readiness, and the tax-and-legal coordination required to make it real.
Quarterly strategic counsel for boards navigating any of the above. Light-touch, senior-only, structured around your real agenda.
Our free diagnostic tool for any CEO who wants to know where their business actually stands on AI adoption maturity.
Every strategic engagement begins with a paid diagnostic. You get a defined deliverable and a defined cost up front. Implementation is a separate decision, made with that diagnostic in hand.
Structured assessment across the relevant domain. 4–6 weeks. Defined deliverable, fixed fee.
Prioritized recommendations, sequenced, with effort and impact ranges. Built to be acted on internally if you choose.
Optional. Monthly retainer for senior advisory support through execution. Hands-on as needed.
Quarterly board-level review of progress, recalibration, and next-quarter priorities.
Every engagement has a defined deliverable and a defined fee. No open-ended consulting hours.
"Diagnostic engagements range from $25,000 to $75,000 depending on scope, typically running four to six weeks. Implementation retainers, where engaged, range from $10,000 to $40,000 per month. All terms agreed in writing in advance."
Before you pay for advisory, run our AI Readiness Assessment. Ten minutes, structured questions across your operating model, data, and team — and a private report on where you stand against peer-set benchmarks for mid-market AI adoption.
Thirty minutes to talk through where your business actually is, and which of the three shifts most needs senior attention right now.