For a few hours a week, standing weekly sessions, or quarterly/monthly planning workshops, I step in as a trusted partner and confidante to solve complex challenges, drive progress, and keep your initiatives on track.

With a flexible engagement structure, I embed as a thought partner and strategic advisor, helping you stay focused, effective, and positioned for long-term success.

Let’s talk about what’s holding your business back—and how I can help.

Services are tailored to your needs and may include:

• Strategic Planning & Execution – Refining goals and ensuring they translate into action, whether this is annual, quarterly, monthly or as needed.
• Goal setting and Prioritization – When you have more ideas than focus, we’ll cut through the complexity so you can move forward with a clear set of priorities and the confidence to move forward with intention.
• Leadership Development & Decision Support – Helping you and your team make aligned decisions, stay focused on high-impact priorities, and guide your business and people through growth or transitions.
• Hiring & Talent Strategy – Clarifying team needs and optimizing recruitment and retention.

Ideal For: Entrepreneurs, startup founders, or department heads exploring a new initiative who need a fast, structured way to clarify their business idea before investing time in a full business plan.

This streamlined session is designed to help you get clear on your business model—fast. You’ll receive a fill-in-the-blank Lean Business Model Canvas to complete before our meeting, where we’ll refine your value proposition, customer segments, and revenue streams. Perfect for those who need a focused, high-level strategic review before committing to a full business plan.

• Lean Business Model Canvas: A simplified framework to outline your business’s key components, aiding in clarifying your value proposition, customer segments, and revenue streams. You will receive the “fill in the blank” template in advance of our meeting, fill it out and send back at least 3 days prior to our consultation.
• 2-hour 1:1 consultation: A focused discussion to discuss your business concept, goals, identify immediate challenges, and explore potential strategies.
• Personalized Action Steps: a short, actionable report summarizing key takeaways and next steps to refine your strategy.

Ideal For: CEOs, founders, and business leaders who have drafted a business plan and need professional insight before presenting it to investors, stakeholders, or leadership teams. A detailed, professional review of your business plan, with expert feedback to refine your strategy, messaging, and structure.

You’ll receive a structured business plan template and once filled in, a comprehensive written critique—so you can independently strengthen your plan and make it more compelling. No live consultation, just high-value insights to help you refine your plan independently.

• Comprehensive Business Plan Template: A structured template encompassing key sections.
• Documented Review: A thorough critique of your completed business plan of the strengths and weaknesses, with actionable feedback and recommendations.
• Bonus material:
  • A business model canvas for quick strategic planning.
  • A cashflow projections spreadsheet so you and your investor or lender can make informed decisions.

Ideal For: Entrepreneurs, business owners, and department heads who want both expert feedback and a consultation to refine their business plan before presenting it to stakeholders or investors.

Get a full documented review of your business plan, plus a 4-hour strategy consultation where we’ll walk through your plan together, clarify key elements, and strengthen your business case. This package is ideal for those who want professional insights and also need real-time collaboration to refine their vision.

• Comprehensive Business Plan Template: A structured template encompassing key sections.
• Documented review and in person consultation: A thorough critique of your completed business plan with actionable feedback and recommendations of the strengths and weaknesses; a 4-hour session (virtual or in-person for Boston-area clients) to delve into the feedback and recommendations, address specific challenges, and refine strategies.
• Bonus material:
  • A business model canvas for quick strategic planning.
  • A cashflow projections spreadsheet so you and your investor or lender can make informed decisions.

Ideal For: Business owners, executives, and department leaders who want a hands-on deep dive into their business strategy with a customized, expert-led workshop. This 8-hour private workshop (virtual or in-person for Boston-area clients) is designed to refine, strengthen, and validate your business plan.

You’ll receive a structured business plan template, my detailed review once it’s completed, and then an interactive session where we tackle key gaps, refine your messaging, and ensure your strategy is clear and actionable, and your plan is investor- and stakeholder-ready.

• All components from Business Plan Review.
• 8-Hour Workshop: A personalized session (virtual or in-person for Boston-area clients) to delve into each section of your business plan, address specific challenges, and refine strategies.