Engagements sized to the question. A Health Check when the whole picture needs re-examining. A Targeted Review when the question is specific. Board Advisory when the cadence is ongoing. M&A when the horizon has a date on it.
The complete diagnostic. Seven operating domains examined in parallel, benchmarked against peers, and distilled into a ranked set of actions the leadership team can actually execute.
We spend the first week inside your data — not in a conference room. We talk to the people actually doing the work: your ops lead, your revenue manager, your head of guest experience, your CFO. By week three we know more about where margin is leaking than most management teams do after a year of board meetings.
The output is not a deck. It is a written report, a one-page prioritised action list, and a live session with the leadership team to pressure-test the findings.
Small surface area, fast answers. You know what is broken — you need a second set of expert eyes and a direction to move in by the end of the month.
Typical engagements: a revenue-management reset before peak season; a tech-stack rationalisation before renewal cycles; a housekeeping or guest-ops cost deep-dive; a restructure of the P&L line items so the board can actually read the business.
Output is a short memo — usually 8 to 15 pages — with a clear recommendation and an implementation path. If the work beyond the review makes sense for us to support, we'll tell you. If it doesn't, we'll tell you that too.
An ongoing partnership, not a slide delivery. We take a seat in the strategy cadence — quarterly plans, monthly reviews, the calls between — and bring an operational voice into the room when investors, boards, or management teams need one.
Typical value comes in three forms: being the person the CEO calls at 10pm on a Sunday; preparing founder and finance teams for investor and board sessions; and holding the line on long-term positioning when short-term noise is loud.
We take on a small number of retainer clients per year. We expect to sit in uncomfortable conversations, not just comfortable ones.
We do not replace your bank or your lawyers — we sit on your side of the table throughout. Preparing the business for sale, translating buyer questions, protecting the founder through diligence, and structuring earn-outs so you do not regret signing.
Half of our work here happens twelve to eighteen months before an LOI: cleaning the data room, rebuilding the cohort and unit-level views a buyer will ask for, tightening the operational story, and de-risking the concentration and key-person issues that compress multiples.
The other half happens after LOI — managing the diligence process at your pace, holding the line on terms, and handling the post-close transition so the earn-out is actually achievable.
| Health Check | Targeted Review | Board Advisory | M&A & Exit | |
|---|---|---|---|---|
| Duration | 4–6 weeks | 2–3 weeks | 6–12 months | 6–18 months |
| Fee structure | POA | POA | Monthly retainer | Retainer + success |
| Primary output | Written report + board session | Memo + working session | Ongoing cadence | Completed transaction |
| Whole business | ● | ● | ● | |
| Single function | ● | |||
| Board-facing | ● | ● | ● | |
| Transaction support | ● |