Executive Advisor

Executive-grade thinking on demand, without the overhead. You get a senior operator on speed dial when decisions matter, plus leadership coaching and industry connections.

Get The Operator’s Take

Quick Specs

Investment: $2,500 – $4,000/month

Time Commitment: ~2 hours/week

Minimum Term: 3 months

Cadence: Bi-weekly advisory call (60 min), optional monthly coaching, async availability

Is This Right For You?

Companies with operational stability that want executive-level guidance without embedded leadership
Organizations transitioning from Embedded Executive engagement
PE operating partners or boards seeking advisory input on portfolio companies
Leaders who need a senior operator on speed dial for important decisions

Organizations needing hands-on implementation or execution
Day-to-day team management or direct reports
Vendor negotiations or contract reviews as primary deliverable
Unlimited availability or emergency response SLAs

What’s Included

Bi-weekly advisory calls: strategic counsel on operations, security, technology, and organizational decisions
Leadership development: coaching for emerging leaders, feedback on team structure and hiring decisions
Board and investor prep: review materials, sharpen narrative, prepare for difficult questions
Industry networking: introductions to peers, partners, and resources in relevant networks
On-call counsel: email/async access for time-sensitive decisions between scheduled calls

How It Works

Advisory Call

Strategic decisions, challenges, opportunities.

Coaching Session

Leadership development for you or your team.

Async Access

Quick counsel on emerging decisions.

Board Prep

Material review, narrative sharpening.

Investment

$2,500 – $4,000 per month with a 3-month minimum commitment.

Standard advisory at $2,500/month. Expanded scope with board/investor prep and broader networking at $4,000/month.

This is often the right entry point for organizations not ready for embedded leadership, or a natural transition from Embedded Executive once systems are built and running. Either way, you get executive-grade counsel without the overhead of a retainer-level commitment.

How Clients Arrive at Executive Advisor

Preparing for Transaction

You need someone who knows what investors and buyers will ask, before they ask it.

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Responding to External Pressure

Auditors, insurers, or board members asking questions? On-demand counsel when you need a senior voice.

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Frequently Asked Questions

Executive Advisor is on-demand counsel: you call when you need guidance. Strategy Partner is structured facilitation: monthly workshops and proactive market intelligence. If you want a senior operator on speed dial, Executive Advisor. If you want disciplined strategic planning rhythm, Strategy Partner.

Yes. At the $4,000/month level, board and investor prep is a core part of the engagement: reviewing materials, sharpening your narrative, preparing for difficult questions, and ensuring you’re ready for scrutiny.

Introductions to peers, partners, and resources in MSP, healthcare, PE, and professional services networks. I’ve built relationships across these industries over 20+ years, and I open doors for clients when there’s genuine mutual value.

Yes. If a specific pain point surfaces that needs diagnosis, we can do a 30-Day Executive Impact. If you need embedded leadership to build or fix something, we can upgrade to Embedded Executive. The advisory relationship often surfaces these needs early.

Get a Senior Operator on Speed Dial

The decisions you’re about to make will be expensive to undo. Start with The Operator’s Take to see if Executive Advisor is the right level of support.