Process

1. Client Interview
In-depth process to evaluate client fit and discover needs

2. Board of Advisors
We create an internal board of advisors to match the clients needs
(Board Roles: Values Architect, C-Suite Officers, Quality Assurance, Communication)

3. Proposal
We develop a proposal unique to each client

4. Engagement
The proposal is executed

C - Suite Advisory

Chief Executive Officer
(Legacy, Values, Leadership, Vision, Culture, Strategy)

Chief Financial Officer
(Capital Structure, Debt Advisory, Capital Raising, Financials)

Chief Operations Officer
(Scaling, Efficiency, Policies, Procedures)

Chief Risk Officer
(Risk & Opportunity Management, Privacy, Corporate Governance)