Executive Business Advisory

Who this is for

An established entrepreneur, executive, or organization requiring recurring strategic guidance and a consistent external advisory perspective.

Engagement objectives

• Review executive-level organizational priorities.
• Develop growth and leadership direction.
• Maintain a consistent external advisory perspective.

What is included

• Up to twelve advisory hours per month.
• Four scheduled advisory meetings.
• Organizational development discussions.
• Strategic growth planning.
• Leadership and management guidance.
• Business development recommendations.
• Operational priority reviews.
• Monthly executive summary.
• Priority scheduling and communication.

Scope

• One primary organization.
• Multi-entity or multi-location advisory requires a customized agreement.

Your deliverables

• Four scheduled advisory meetings within the monthly hour allocation.
• Monthly executive summary.
• Strategic, leadership, and operational recommendations.

Scope & exclusions

• Unlimited access.
• Direct management or implementation.
• Legal, accounting, or tax services.
• Rollover of unused monthly hours.
• Additional projects without a separate statement of work.

Delivery timeline

Monthly engagement. Meeting lengths and schedule are agreed within the twelve-hour monthly allocation.

Payment & engagement terms

Paid monthly in advance after an introductory conversation and signed advisory agreement. Monthly hours are limited to the selected package and do not roll over. Additional projects require a separate statement of work. Retainer cancellation requires 30 days’ written notice, subject to the signed agreement. Capacity is subject to availability.

Complete your service onboarding. Payment is required before services begin.