Services

De-Risked Growth, Grounded in Building Relationships at Scale

Choice is increasing, trust is eroding, and financial pressures are rising. This means that all buying decisions are inherently more risky. Successful firms are becoming the low-risk choice for their ideal clients, and in the process taking control of the pricing discussion, decreasing sales cycles, and accelerating growth.

Over the years working with dozens of boutique firms, I have developed positioning and growth frameworks meant to effectively position them, build organizational alignment around this positioning, and activate across all business functions to make the positioning come to life in the minds of their ideal customers.

Growth risk Audit

Assessments to uncover your hidden growth gaps and prioritize activity, investment and resources.

Assess your growth readiness based on:

  1. Positioning and messaging effectiveness
  2. Historical win/loss analysis
  3. Business development effectiveness
  4. Clarity and alignment on annual goals
  5. Pipeline performance analysis
  6. Sales enablement effectiveness
  7. Marketing effectiveness
  8. Technology stack appropriateness
See Pricing
See Pricing

Growth Clarity Sprint*

Deep-dive intensives to differentiate, align, and de-risk your next move.

Owner’s Intent: Align your business vision with your personal intent, so you can lead with confidence.

Buyer Research: Get clarity on how your ideal clients think, evaluate, and buy.

De-Risked Positioning: De-risk the buying decision for your ideal clients.

Strategic Narrative: Craft a compelling story that aligns your team and moves your market.

Activation Roadmap: Your roadmap to bringing your new positioning to life, including the necessary decisions and resources.

Looking to break this up into individual workshops?
Reach out.

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See Pricing

Growth Accelerator*

Strategic advisory to de-risk growth and scale relationships that convert.
For firms with existing marketing and business development resources looking to build their growth engine, with strategic advisory, and a clear, de-risked roadmap.

We’ll first run through the Clarity Sprint to develop your positioning strategy, which usually takes 8 - 12 weeks, then we’ll meet bi-weekly for advisory sessions with your execution team to ensure that you build the critical mass in the market so your ideal clients see you the way you want to be seen.

The sessions will be focused on: 

  • Ecosystem Mapping
  • IP Development and Optimization
  • Business Development Strategy
  • Conversation Engine Creation
  • Thought Leadership and Evangelism
  • Service Design and Optimization

*Looking for more hands-on fractional leadership? While the Growth Accelerator service generally does the trick for most firms, I do reserve availability for up to 2 clients to work with me in a more traditional fractional capacity.

Availability is limited, so if you are thinking this may be what you are looking for, reach out sooner than later.

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Focus sessions

A trusted second opinion to de-risk a pivotal decision.
For those moments where you’re staring down a big bet and need a strategic second brain.

No fluff.

No slide decks.

Just sharp thinking and a clear next move.

Here's how it works:

  1. You send over the necessary background info.
  2. I prep and put together an agenda.
  3. We work through your situation for an hour.
  4. You gain confidence in the right next move.
See Pricing
See Pricing

Pricing

Micro Firms

1 - 2 partners
<$1M revenue

Small Firms

Up to 3 partners
<$5M revenue

Mid-Size Firms

Up to 5 partners
<$30M revenue

Growth Risk Audit

Growth Risk Audit

Growth Risk Audit

$5,000

$8,000

$10,000

Growth Clarity Sprint

Growth Clarity Sprint

Growth Clarity Sprint

$20,000

$30,000

$37,000

Growth Accelerator

Growth Accelerator

Growth Accelerator

$3,000/mo

$5,000/mo

$8,000/mo

Focus
Sessions

Focus
Sessions

Focus
Sessions

$1,000/session

$1,000/session

$1,000/session