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M&A · AI · Strategic Finance · Performance Improvement
High-stakes decisions are rarely solved in one conversation.
This monthly retainer is an ongoing advisory partnership for executives, founders, CFOs, and investors who want a trusted sparring partner as they navigate M&A, AI initiatives, strategic finance decisions, and performance improvement.
With one focused 45-minute private session each week, we work through real, current challenges—deal strategy, valuation questions, AI use cases, capital allocation, board preparation, and complex trade-offs. No theory. No hype. Just clear thinking and better decisions.
Continuity matters. Weekly sessions allow us to track decisions over time, adjust early, and reduce risk before it becomes expensive.
This retainer is ideal if you value practical insight, disciplined thinking, and an experienced outside perspective—without hiring another executive.
Once you book the monthly retainer, I’ll reach out to you to set up the sessions.
M&A · AI · Strategic Finance · Performance Improvement
High-stakes decisions are rarely solved in one conversation.
This monthly retainer is an ongoing advisory partnership for executives, founders, CFOs, and investors who want a trusted sparring partner as they navigate M&A, AI initiatives, strategic finance decisions, and performance improvement.
With one focused 45-minute private session each week, we work through real, current challenges—deal strategy, valuation questions, AI use cases, capital allocation, board preparation, and complex trade-offs. No theory. No hype. Just clear thinking and better decisions.
Continuity matters. Weekly sessions allow us to track decisions over time, adjust early, and reduce risk before it becomes expensive.
This retainer is ideal if you value practical insight, disciplined thinking, and an experienced outside perspective—without hiring another executive.
Once you book the monthly retainer, I’ll reach out to you to set up the sessions.