Services & Contact

Practical counsel for boards and the leaders who work with them

Every engagement begins with the same question: what does this organization need its board and leadership to do well? The work that follows is practical rather than theoretical.

Corporate Board Services

Owners, CEOs, and directors of privately held and middle-market companies facing growth, risk, succession, ownership transition, or questions about how well their board is working.

Advisory support

Outside director service on corporate boards
Board effectiveness and board-management alignment
Fiduciary oversight, strategy, and finance
Enterprise risk and audit alignment
CEO evaluation and executive compensation alignment
Executive succession planning
ESOP stewardship and ownership transition
Governance structures

Practical outcomes

Clearer roles, stronger decisions, better oversight, and a board whose agenda matches what the business actually needs.

CEO & Executive Team Leadership Development

CEOs, senior executives, and executive management teams navigating transition, accountability, or the working relationship between management and the board.

Advisory support

CEO mentoring and confidential counsel
Executive management-team coaching
Board-chair coaching
Leadership-team facilitation
Succession readiness
Decision-making, accountability, and culture
Communication between boards and management

Practical outcomes

Leaders who make better decisions under pressure, executive teams that hold themselves accountable, and candid, productive board relationships.

ESOP & Ownership Transition Advisory

Owners and CEOs of privately held companies considering an ESOP, a sale, or a leadership succession — and the board that needs independent judgment through the transition.

Advisory support

ESOP feasibility and structure
Fiduciary duty and governance for ESOP trustees and boards
Ownership-transition planning and execution
Building a performance-owner culture
Executive succession and continuity
Board and management alignment through transition
Post-transition governance and accountability

Practical outcomes

A transition that holds the business together, aligns owners, board, and management, and leaves a culture of ownership and accountability behind.

Engagement formats

Structured to fit the need, not the other way around

Advisory retainers

Ongoing counsel to a CEO, board chair, or board over the course of a year.

Facilitated board workshops

Working sessions on governance, strategy, risk, or board effectiveness.

Governance assessments

A structured review of board practices, roles, policies, and oversight.

Leadership mentoring

Confidential one-to-one mentoring for CEOs and senior executives.

Project-based assignments

Defined work such as succession planning or an ownership transition.

Contact

Discuss your board or leadership priorities

Introductory conversations are confidential and without obligation. Share a short description of what you're working through and we'll find a time to talk.