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Owner Advisory

A second set of operator eyes, on a cadence.

Advisory is the lightest engagement. You have a manager. You do not need a seat filled. You need someone who has run the building to think with, regularly, about the decisions only you can make.

What a session covers

Whatever is on your desk: a hire, a pricing change, a second location, a provider who wants a raise, a device rep with a payment plan, an agency proposal, a bad month. I have made most of those decisions myself, some of them badly, and I will tell you which.

What it is not

Execution. If a session ends with "someone should rebuild the front desk script," that someone is your team, or it becomes a scoped project, or it becomes the operations seat. Advisory keeps the thinking and leaves the doing with you.

Cadence and price

Steph: how often (weekly, biweekly, monthly), how long, and the price or price policy.

Who it is for

Owners with a competent manager and a working business who are making real decisions alone. Often the step after a retainer ends, or the step before one starts.

Start here

Not sure whether you need advisory or a seat? Start with the audit.

Book the Audit →