How we make decisions.
It depends. It may be short and project-specific (think commenting on a pitch deck or negotiating an agreement) or comprehensive and ongoing. In either case, we work with our clients to develop understandable goals, reasonable budgets—and reasonable timeframes.
We believe in adding significant value to our clients’ businesses, and we charge for that. Fairly. Before beginning a project, we’ll discuss our scope of work. Our timeline. And our proposed budget.
While we work with all types of businesses at all stages, we are selective in the clients we work with. We look for clients that we can add value to, or we don’t engage. We also look for clients that are open to constructive feedback. That can disagree agreeably and, through robust conversation, end a conversation in a better place than where it began.
Many innovators and leaders don’t come to us with a clear plan that describes in exquisite detail how they’ll scale or transition their businesses. They might understand the science behind their idea, know how to onboard pilot customers, or have a trusts & estates plan in place, but every leader and company is different and faces different challenges as well as opportunities. In a World that is ever-changing, we believe that the best way to make progress is to learn from experts who have been there before. In addition to being entrepreneurs ourselves, our vendors, partners and investors have worked with countless founders, leaders and family-owned businesses on their growth and transition plans. We’ve worked with companies from every sector, at every stage. And we’ve helped develop strategies and tactics for our clients along the way. But if we don’t have the answer, we know someone else who will or we’ll tell you that we can’t help.
Our colleagues and partner network are available to help source candidates and making introductions to help you grow your team—smartly.
Yes, we do in some cases. What’s consistent is that we’ll be extremely active helping you build, grow or exit your company. Often, we’ll take an advisory board seat to provide strategic advice and support, but without the formality and authority of a directorship.
We believe that our clients benefit from our network of partners—each of whom has valuable expertise in the areas that you need. They deeply understand the unique challenges that come with leading a business. They’ve been there, done that—with success—so that you can more quickly and cost-efficiently start, grow or transition your business.
The impressive bios of our core internal team can be found here. Our developing network of partners can be found here. We believe that the best companies are built and backed by teams with diverse backgrounds, perspectives and experiences, and by applying strategies from other disciplines and industries to develop innovative ways to solve complex business and people problems. As a result, our core team and partners are lawyers, entrepreneurs, MBAs, doctors, engineers, economists, mathematicians, marketers, business developers, philosophers, writers, artists, technologists, architects, etc. And even a priest. Depending on the nature of our engagement, we may include our preferred vendors’ fees in our agreed-upon fee.