We provide advice and counsel to senior management on issues of business significance: strategy, leadership, growth, and profit.


A Little Philosophy

We work with firm leaders to ask critically, answer authentically, and articulate boldly some very big questions:  

who we are, why we’re here, where we’re headed, and how we’ll get there …


Answers here are critical to achieving lasting leadership alignment and an energized staff.  On this foundation, we then guide the firm to create and execute growth-oriented business plans, improve operational efforts and results, and develop an extraordinary team of aspiring and inspiring leaders.


There is much in common in firms today – strengths and shortcomings, opportunities and challenges – but each organization is also different, idiosyncratic, unique. A true professional advisor understands and appreciates both the similarities and differences.  

Still, good consulting is much more than understanding threats and opportunities … one must also fully understand the organization’s capabilities – and capacity for meaningful change.  Experience and expertise count, but so does candor, conviction, and confidence – and an independent (even contrarian) voice and view.


Unfortunately, having worked in the industry doesn’t automatically
qualify one to effectively consult to management.


Finally, in business it’s not just the good ideas that make a difference – it’s execution of those ideas that matters most. Getting things done is a real differentiator. We focus our engagements on developing action agendas that can (and will) be achieved – and then on helping leaders and the firm to succeed.



Our Focus and Expertise

Strategic Business Planning

Strategic Business Planning

Answer the big questions, chart a bold course into the future, detail the plans to get there, and get it all done – with your team!

Read More

The Integral Leadership Development Experience

The Integral Leadership Development Experience

A complete, immersive, year long journey of management and leadership development for your firm’s best: skills and awareness education, self exploration and discovery, training and mentoring, and career planning – for the next generation.

Read More

Business Transformation

Business Transformation

Grow the top line; increase the bottom line; redesign operations; energize and engage the team!

Read More


Plan for the future. Grow Your business. Make more money.