Providing Strategic Advice for  Entrepreneurial  Companies  


Everything we do is customized to fit the needs of a specific client. We begin with an initial meeting to assess a company's needs and then design the scope of the work based on that assessment. We prefer to work on a retained basis so that we can devote focused time to each client's specific issues.

Typically, we contract with clients for a given number of hours per month, over a period of 6 to 12 months. We can also work on a daily basis if a client's needs are shorter term, although we believe this is generally less beneficial than a longer engagement.

After the initial assessment, we provide the client with a "letter of agreement," outlining the terms of the engagement, scope of the work, timeframe, responsibilities of each party, rate for the work, and payment terms. Once this letter has been approved and signed by both parties, we begin the work and continue according to schedule. Because all of our work is relationship-based, we build ongoing evaluation into the consulting process. We welcome suggestions for improvement and honest feedback. Many of our clients have been with us since 1997.

Finally, because of the personalized way in which we work, we believe that a successful consultative relationship requires good fit and trust on both sides. To assess this potential, we offer a free discussion hour to prospective clients, either by phone or in person. During this time, we talk about your issues and concerns. This conversation allows you to "try before you buy" and us to assess whether we are the appropriate resource to meet your needs. If we are, we can then move forward; if not, we'll try to refer you to someone else.