Frame
Two working sessions to pin down the actual decision, the constraints, and what "good" looks like 90 days out. We leave with a written brief — no slides yet.
Output · Engagement brief
Most engagements follow a four-phase arc, sized to the decision in front of you. Senior partners stay in the room throughout — there is no "junior team" handoff.
Two working sessions to pin down the actual decision, the constraints, and what "good" looks like 90 days out. We leave with a written brief — no slides yet.
We sit with the team, follow the work, look at the numbers, talk to customers if relevant. Findings get written down before recommendations.
Recommended path, sized and sequenced. Working sessions with leadership and the board until the decision is real and owned.
We stay through implementation. Fractional CFO, project lead, AI build-out — whatever the next 60–180 days actually require.
A partner is on every engagement, every week. We don't run pyramid economics and we don't pitch a senior face then deliver with juniors.
We map and write down what's actually happening before we suggest anything. Most strategy mistakes are diagnosis mistakes wearing strategy clothes.
Output is the change you make, not the deliverable we hand you. Slides exist to support a decision, then get out of the way.
We use AI where it earns its place — and we say no when it doesn't. Human-in-the-loop where the cost of being wrong matters.
Engagements are under NDA unless a client wants otherwise. We do not name clients — or use their materials — without explicit consent.
Tightly scoped review of one workflow, finance function, or AI opportunity. Current-state, prioritized actions, implementation roadmap.
Sprint to redesign and implement one workflow, reporting system, automation, or AI-assisted process. Working prototype, training, metrics.
Long-term support for leadership teams. Monthly sessions, performance tracking, fractional CFO on demand, AI roadmap.