Project‑Based Advisory
Short, focused engagements built around a specific decision, transition, or internal project— giving you a steady outside voice without long-term commitments or pressure.
Who this is for
You’re facing a specific business question or transition and want clear, practical input from someone who has sat on both sides of the table. You don’t need ongoing advisory— just structured help to move a project forward with confidence.
- Owners making a strategic decision or preparing for a change.
- Operators improving systems, documentation, or internal processes.
- Sellers preparing for buyers, brokers, or due diligence.
- Buyers evaluating a specific opportunity or comparing options.
What this service does
Project‑Based Advisory gives you structured, time‑bound support on a defined business challenge. You stay in control of scope and pace while getting clear input, written notes, and practical next steps.
Focused
Each engagement is built around one project or decision—nothing vague, nothing open‑ended.
Flexible
You can start small, expand if needed, or wrap up once you have what you need.
Independent
No listings, commissions, or referral fees. Just clear, practical advisory aligned with your goals.
Common project types
These are examples—your project can be anything that needs structured, outside input.
Decision support
When you’re weighing a major choice—expansion, hiring, investment, or a potential acquisition.
- Clarify options and tradeoffs
- Identify risks and blind spots
- Written summary for partners
Transition planning
Support during leadership changes, ownership shifts, or preparing for a future sale.
- Timeline and priority mapping
- Documentation and readiness review
- Clear next steps
Internal improvements
Projects that strengthen operations, documentation, or internal clarity.
- Process review and recommendations
- Documentation support
- Implementation notes
How the process works
A simple, structured workflow that keeps you in control.
1. Define the project
We clarify the scope, timeline, and what you want to accomplish. You’ll know exactly what’s included before you commit.
2. Regular check‑ins
We meet at a steady pace—weekly or bi‑weekly—to review progress, answer questions, and adjust as needed.
3. Written notes
After each meeting, you receive clear notes, next steps, and any supporting materials we discussed.
4. Wrap‑up summary
At the end of the project, you receive a concise summary of what we covered and what to do next.
What you leave with
Every project ends with clear, practical output you can use immediately or share with partners and advisors.
- Written notes after each meeting
- Clear next‑step recommendations
- Supporting documents or checklists
- Final wrap‑up summary
Pricing
Project‑Based Advisory is a fixed‑scope, fixed‑fee engagement. You choose the project size, and the price is set before we begin.
Starting at $500
Pricing varies based on project scope and duration.
Related services
These services often pair well with project‑based work.
Start with a short conversation
If you have a specific project or decision in front of you, we can start with a brief, no‑pressure call to see whether this structure fits.
I’ll respond personally. No mailing lists, no automated follow‑up.