Financial Health + Value
Robert Jones, CFA
Chief Financial Officer
Helps owners understand the financial reality of the business and what the numbers mean for the decision in front of them.
Learn moreExecutive advisory & fractional leadership
The executive team for the next stage of your business.
Seasoned Finance, People, Technology and Legal leadership for complex, interrelated decisions—whether you need a trusted perspective or executives with the capacity to do the work.
Finance
Financial Health + Value
People
People + Performance
Technology
Systems + Innovation
Legal
Protection + Leverage
The business spectrum
No matter where you are.
From a technology startup to a mature, multi-generational company—see where your business is today and what lies ahead.
FoundationalIncreasing complexityEnterprise
Grow
Companies with traction where demand is outpacing structure.
- 01Managing cash flow and margins through rapid growth
- 02Redesigning the team so decisions don't all run through the owner
- 03Negotiating larger contracts, partnerships and new markets
Every stage
Strengthen the business
Fundamentals that hold up under pressure—cash flow, profitability, team and daily operations.
Every stage
Build enterprise value
Being intentional about value at every stage—it looks different for a startup than a mature company, but it always matters.
Every stage
Prepare what's next
Protecting the knowledge, relationships and value you've created, so your legacy survives a change in leadership or ownership.
Our executives
Seasoned expertise, without the overhead.
Experienced executives who do the work—bringing the judgment to see what's hard to see from inside, and the capacity to execute when you already know what needs to happen.
People + Performance
Khalilah Shakir Lyons
Chief Human Resources Officer
Helps owners shape plans and put the right people, leadership and ways of working behind them—at every stage of growth.
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Systems + Innovation
Abby Knowles
Chief Technology Officer
Makes technology and data useful to the business—simplifying it so the company is easier to run and ready for what's next.
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Protection + Leverage
Nia C. Mathis
Chief Legal Officer
A business-minded general counsel protecting what matters and keeping future business options open.
Learn moreFour disciplines, one integrated view
Complex decisions are interrelated. Our expertise is too.
As a business grows, so does everything around it—increasingly complex and interrelated decisions about money, people, contracts and systems, especially in this highly distributed AI era. Work with one executive on a specific matter, or bring several of us together to solve cross-functional issues.
For example
Evaluating an acquisition.
One decision. Four executive lenses, working from the same picture of the business.
Finance
Valuation, deal structure, financing and return on investment.
People
Leadership, retention, culture and organizational design after close.
Technology
Systems integration, data, security and operating efficiency.
Legal
Diligence, ownership structure, contracts, IP and risk.
Support on demand
Executive capacity, sized to the moment.
Our model flexes to meet your needs. Engage the expertise you need without committing to permanent executive salaries, benefits and headcount.
How we work: hands-on, accountable and straightforward. We show up prepared, do the work and stand behind it.
Integrity · Value · Innovation · Performance
Consultative advice
Counsel on a specific matter or decision.
Project-based
A defined initiative, led end-to-end by an executive.
Time-based fractional leadership
An embedded executive for an ongoing period.
Cross-functional team
Several of us together on interrelated issues.
Bring us the business question.
A decision on the table, an initiative that needs executive capacity, or a longer-term strategy—we'll align the right expertise to it.