Services
Experienced hands at critical turns
Senior-led advisory across Business Performance, Transitions, Management, and Financial & Data Analysis.
How we're organized
Four pillars, one senior team
Every engagement is led by the senior partner who does the work. The practice is organized into four pillars, spanning the full arc from building value to navigating a transition.
Building value and growth
Business Performance
Sharpen strategy, tighten operations, and compound enterprise value — the disciplined work of making a sound company stronger and a strong company great.
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Navigating change, maximizing valueTransitions
Guidance through the highest-stakes moments in a company's life — turnarounds, sales, capital events, and restructurings — where experienced hands protect and maximize value under pressure.
9 servicesExplore
Leadership when and how you need itManagement
Senior operators in the seat when you need them — interim, fractional, or advisory leadership that steadies the business and owns real accountability from day one.
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The analytical foundation of everything we doFinancial & Data Analysis
The rigorous analysis behind every sound decision — valuations, modeling, forecasting, and diligence that give owners, boards, and lenders numbers they can act on with confidence.
8 servicesExplore
The full list
Every service, by pillar
Business Performance
8 servicesAI Business IntegrationWe identify where AI actually pays back in your business — then deploy and embed it, workflow by workflow, with your team owning the result.Business Growth AdvisoryWe build the operating infrastructure required to grow without breaking what works — people, processes, systems, and capital structure aligned to the next stage.Culture AssessmentAn honest read on the gap between your stated values and the daily employee experience — with a prioritized plan to close it.Enterprise Value MaximizationMost business owners know they're leaving value on the table — they just can't pinpoint where. A Value Maximization Assessment changes that.EOS® ImplementationWe implement the Entrepreneurial Operating System® so leaders can run the business with shared focus, clear metrics, and weekly accountability — not another set of good intentions.Executive CoachingOne-on-one coaching that builds the self-awareness, judgment, and presence senior leaders need — when the decisions get harder and the margin for error gets smaller.Higher Education AdvisoryWe provide presidents, boards, and senior leadership teams with the independent strategic, financial, and operational counsel needed to sustain mission, strengthen enrollment, and build lasting institutional health — from an advisor who has led from the inside.Strategic PlanningWe translate ambition into an offensive strategy — with the priorities, sequencing, and accountabilities that move a business forward. Powered by GO GROW AI.
Transitions
9 servicesBankruptcy AdvisoryAdvisory through Chapter 11 and Chapter 7 — stabilizing operations, maximizing recovery, and getting to resolution with proven tactics.Business Succession PlanningWe design and execute succession plans that preserve legacy, protect enterprise value, and give the next generation of leadership a real chance to succeed.Capital Raise AdvisoryIn partnership with our affiliate GearWorks Capital, we help companies raise equity — refining the story, preparing the materials, and connecting leadership with the capital sources that actually fit the business and the moment.Debt PlacementIn partnership with our affiliate GearWorks Capital, we help companies place debt — refining the story, preparing the materials, and connecting leadership with the capital sources that actually fit the business and the moment.Investment Banking & BrokerageOnce the decision to transact is made, the quality of the process determines the outcome — who bids, how price holds through diligence, and whether the deal closes on terms that work.Option Analysis & Sale PreparationBefore you engage a banker, run a process, or commit to a buyer — we frame your realistic options and prepare the business to support the price you have in mind.Receivership ServicesWe serve as receivers to manage operations, safeguard assets, and drive disputes and insolvencies to the fastest defensible resolution.Trustee ServicesWe serve as trustees for trusts, estates, and liquidating entities — administering with discipline, transparency, and strict fidelity to the mandate.Turnaround ConsultingRapid-response leadership to fix liquidity, restructure operations, and return a distressed business to profitability — or to the best available exit.
Management
6 servicesBoard AdvisoryWe serve as objective advisors to boards — challenging assumptions, sharpening decisions, and supporting governance at the moments when independent judgment matters most.Fractional Leadership ServicesA part-time CFO, COO, or senior executive — not to fill a gap temporarily, but as the deliberate, ongoing leadership solution for a business that needs senior judgment without a full-time cost.Interim ManagementWhen a critical seat is unexpectedly empty, the business cannot pause. We place senior operators immediately — to run the function fully until the right permanent leader is hired.Outsourced AccountingWe run critical back-office and finance functions so leadership can focus on growth, customers, and strategy — not month-end close and AP backlogs.Physician Fractional CFOSenior CFO support, typically one to two days per week, for multi-physician practices navigating the financial decisions that determine practice value and partner outcomes.Physician Practice Project ManagementHands-on execution support for the payor negotiations, strategic initiatives, and transactions that fall outside what a physician practice can manage alongside the daily work of patient care.
Financial & Data Analysis
8 servicesBudgeting & Financial PlanningAnnual budgets and rolling forecasts built bottom-up from operating drivers — tied to strategy, structured for accountability, and maintained throughout the year.Cash Flow ForecastingThirteen-week and longer-horizon cash forecasts built from operating reality — defensible to lenders, useful to management, and maintained as the business changes.Financial Advisory & ForensicsDeep financial analysis that exposes margin leaks, mispriced work, and operational drag — then turns findings into a prioritized action plan with measurable improvement.Financial Modeling & AnalyticsAnalytics and financial models built to answer a specific high-stakes question — transparent, defensible, and designed to be actionable for the people who rely on them.M&A Financial Due DiligenceBuy-side and sell-side financial due diligence — rigorous, on time, and built to hold up in negotiation and with lenders.Physician Financial EducationLectures, workshops, and tailored curricula on the financial and practice management topics physicians need but were never taught.Quality of EarningsQuality of earnings analysis — rigorous, on time, and built to hold up in negotiation and with lenders.Valuations and Fairness OpinionsRigorous methodology. Sound judgment. Valuations and fairness opinions that boards, fiduciaries, and counsel can rely on when the numbers need to hold up under scrutiny.
Start the conversation
Not sure which service you need?
Tell a senior partner what you're facing. We'll point you to the right work, or tell you plainly if it isn't us.
- A senior partner reads every request and responds personally.
- Confidential, and no obligation — a straight read on where you stand.
- Typically a reply within one business day.
Request a consultation
Request a consultation
Tell us about your situation. A senior partner reads every request and responds directly.