We offer consulting programs designed to help your firm scale confidently. Whether you need to refine your operations, empower your team, or optimize your organizational structure, our services align with your growth goals.
Aligning people and strategy to find your stride.

We offer hourly consulting along with packaged services
We can work with your unique needs to develop and present a project proposal comprised of a variety of the services outlined here. With the proposal, we’ll include an overview and breakdown of the fees that will be charged.
Our hourly consulting fee is $150/hour and all fees are due at the commencement of services.

Comprehensive Organizational Consulting
Employee Empowerment
- Compensation Planning
- Career Path Development
- Employee Retention Strategies
- Selection and Training Processes
Operational Efficiency
- Operational Procedure Review
- Workflow Analysis & Improvement
- Create Future-proof Systems
- IT & Technology Best Practices
Organizational Optimization
- Organizational Structure Analysis
- Clearly defined Org Charts
- Succession Planning Services
- Mission, Vision, Value Planning
Leadership Development
- Multi-generational business experience
- Leadership Skill Coaching
- Transitional Leadership support
- Career Development Plans
Packages
Create Efficient Operations – $2,000
- Systems & Process Review
- Identify Pain Points
- Map Workflows for Improvement
- Create Implementation Strategy
- Meld Technology with Operations
Empower Your Team – $3,000
- Job Description Creation
- Compensation Planning
- Career Ladder Design
- Leadership Coaching
- Team Alignment Strategies
Organize Your Firm for Success – $5,000
- Build Mission, Vision, & Values
- Guide Scalable Structure
- Create Growth & Succession Plans
- Facilitate Buy-Sell Conversations
- Align Leadership and Team Goals
Full Organizational Optimization – $8,000
All-inclusive engagement combining every service area for firms seeking a full-scale transformation.
Those choosing our packaged services receive one month’s engagement and a discounted $100/hour rate for ongoing consulting.
