An advisory board puts two to four operators who've already navigated your situation into a quarterly working session on your biggest decisions. No equity, no legal control, no bureaucracy — just judgment. We build it and run it for you.
We start from your situation — succession, growth, exit prep, modernization — and define the two or three kinds of experience that belong on your board. Not résumés: situations survived.
We match advisors from our network by industry, situation, and chemistry, and you meet each one before they're seated. Wrong fit? We replace them — that's on us.
Every quarterly session has a prepared agenda built around your live decisions. We run the room so the session ends with positions taken and actions owned — not polite conversation.
Your advisors are a phone call away between sessions, and we keep the cadence honest — sessions happen even in your busiest quarter, because those are the quarters you need them.
Owners often conflate the two. The difference matters.
For most owner-led businesses under $50M, an advisory board delivers the value of governance years before a formal board makes sense.
A one-time design and recruitment engagement, then quarterly facilitation. The cost depends on the board you actually need — how many advisors, how senior, and how they're compensated (some serve for a modest stipend, some per-session). Everything is itemized after the fit call; there are no percentages and no surprises.
Book a 20-Minute Fit CallTell us where the business is and what's ahead. We'll tell you honestly whether an advisory board, a fractional executive, or neither is the right move — no pitch, no obligation.