How we work: three phases of the engagement A horizontal timeline on a single hairline spine with three nodes. Phase one, the strategic plan, takes about three months: a deep dive into the operations, the books, and the team, and a written plan for what the next two years should be spent on. Phase two, execution, runs as long as the plan takes: in the weeds, not just advising, with a monthly seat at the table and specialists brought in as the work calls for them. Phase three, the transition, typically takes 9 to 18 months: support through whichever path is chosen, a sale, an employee transition, a family transfer, or an ESOP. The third node and the final segment of the spine carry the signal color. Spacing is even because phase two has no fixed length. 01 About three months The strategic plan A deep dive into the operations, the books, and the team, and a written plan for what the next two years should be spent on. 02 As long as the plan takes Execution In the weeds, not just advising. A monthly seat at the table, with specialists brought in as the work calls for them. 03 9 to 18 months, typically The transition Support through whichever path you choose: a sale, an employee transition, a family transfer, or an ESOP.
How we work: three phases, vertical The same three phases on a vertical spine for portrait and mobile use: the strategic plan in about three months, execution for as long as the plan takes, and the transition in 9 to 18 months. The third node and the final spine segment carry the signal color. 01 About three months The strategic plan A deep dive into the operations, the books, and the team, and a written plan for what the next two years should be spent on. 02 As long as the plan takes Execution In the weeds, not just advising. A monthly seat at the table, with specialists brought in as the work calls for them. 03 9 to 18 months, typically The transition Support through whichever path you choose: a sale, an employee transition, a family transfer, or an ESOP.
