The Selective Executive Value Creation Diagnostic & Acceleration Roadmap is a structured, senior-level assessment designed to identify and prioritize the highest-impact value creation opportunities across M&A, finance, AI enablement, and business performance.

This engagement is offered on a limited, selective basis and is designed for executives, investors, and business owners who want an independent, experienced perspective on where value is being created, where it is being lost, and where focused action will produce the greatest measurable impact.

Through a focused diagnostic process, we evaluate key value drivers such as transaction readiness, M&A pipeline quality, integration risk, performance bottlenecks, capital allocation discipline, finance and AI leverage opportunities, and transformation execution capacity. The emphasis is on practical insight and decision-ready direction — not theoretical analysis.

The result is a concise, prioritized value acceleration roadmap that leadership teams can act on immediately.

Because this work is performed alongside my active executive responsibilities, availability is intentionally limited and engagements are accepted selectively based on fit, scope, and absence of conflicts of interest.

Depending on context and priorities, the diagnostic may include:

• M&A readiness and deal pipeline quality

• Value creation and value capture levers

• Integration and execution risk factors

• Finance and AI enablement opportunities

• Performance and cost structure drivers

• Capital allocation and investment discipline

• Transformation governance and execution capacity

• Leadership focus and decision bottlenecks

Scope is tailored while following a structured evaluation model.

Recommended entry path: Start with an Executive Value Creation Strategy Session, followed by a Diagnostic to define the highest-impact roadmap, then use the retainer to support execution.

Once you book the session, I’ll reach out to you to schedule it.

This ongoing executive advisory retainer is designed for leaders, investors, and business owners who want consistent, senior-level guidance on M&A, value creation, AI in finance, and business transformation.

Through weekly private working sessions, we focus on your highest-impact strategic priorities — including transaction strategy, deal decisions, integration challenges, AI enablement opportunities, performance improvement, capital allocation, and transformation execution. The emphasis is on practical decisions, measurable value drivers, and disciplined follow-through — not theory.

This advisory partnership provides a structured, confidential environment for thinking where complex decisions can be stress-tested, options evaluated, and execution priorities sharpened. It combines executive coaching discipline with a hands-on strategic advisory perspective built on real transaction and transformation experience.

Typical engagement areas include:

• M&A strategy and deal evaluation

• Value creation and performance improvement

• AI use cases and finance transformation

• Integration and restructuring priorities

• Executive decision clarity and focus

• Strategic execution accountability

Best suited for executives and senior leaders who want a trusted external value creation partner — not just occasional advice, but ongoing strategic support.

Format:
Weekly 1:1 advisory sessions (45 minutes)
Private and confidential
Virtual meetings
Continuous priority alignment and execution focus

Recommended entry path: Start with an Executive Value Creation Strategy Session, followed by a Diagnostic to define the highest-impact roadmap, then use the retainer to support execution.

Once you book the monthly retainer, I’ll reach out to schedule the sessions.

This one-on-one executive strategy session is designed for leaders, investors, and business owners who want an experienced, senior-level perspective on M&A, value creation, AI in finance, and business transformation.

In this focused working session, we address your most important strategic questions and opportunities — from transaction strategy and deal evaluation to AI enablement, performance improvement, and value capture. The goal is not general discussion but practical clarity, decision support, and a concrete next step.

Typical topics include M&A strategy, acquisition readiness, integration risk, value-creation levers, AI use cases in finance, transformation priorities, capital-allocation decisions, and executive performance focus.

You will leave the session with sharper strategic clarity, priority actions, and a structured view of your highest-impact next moves.

This session is also an effective entry point for leaders considering deeper engagement, such as a Value Creation Diagnostic or an ongoing Executive Advisory partnership.

Ideal for:

• Executives and senior leaders

• Investors and deal sponsors

• Business owners and founders

• Finance and transformation leaders

Format:
Private 1:1 working session (45–60 minutes)
Virtual meeting
Pre-session context intake to focus the discussion

Recommended entry path: Start with an Executive Value Creation Strategy Session, followed by a Diagnostic to define the highest-impact roadmap, then use the retainer to support execution.

Once you book the session, I’ll reach out to you to schedule it.