I help business owners see what they can't see.

Strategic Diagnostic Session

4-hour focused engagement | $7,500 - $12,500

A working session to identify what's holding your business back and what to do about it.

What You Get

• Strategic misalignment identification — where you're grinding against reality instead of working with it
• Blind spot diagnosis — what you can't see from inside the business
• Priority clarification — what actually matters vs. what's consuming energy without compounding value
• Highest-leverage decisions — the 2-3 moves that make everything else easier
• Systems Diagnostic Report with specific recommendations

How It Works

We spend 4 hours together (in-person in Calgary or virtual). I ask questions, you walk me through your business, I identify patterns and misalignment.

You receive a diagnostic report with strategic recommendations, scenario models, and implementation frameworks.

Investment: $7,500 - $12,500 based on company complexity

Who This Is For

$20M-$100M business owners experiencing:

• Revenue growth but margin compression — you're busier but less profitable
• Organizational scaling pain — team structure that worked before is failing now
• Strategic decisions under pressure — growth opportunities, capital, market shifts
• Operational complexity — AI strategy, tech stack design, process optimization

What Happens Next

This diagnostic is the starting point for most advisory relationships. If ongoing strategic guidance would be valuable, we discuss a retainer structure.

Multi-Week Diagnostic & Systems Design

4-6 week engagement | $25,000+

Comprehensive business systems analysis with detailed implementation roadmap.

What You Get

• Full operational diagnostic across key business systems
• Strategic architecture design (how systems should work together)
• Process-level AI or automation roadmaps for high-value opportunities
• Financial modeling (ROI projections, cost-benefit analysis)
• Technology stack recommendations
• Sequenced implementation plan
• Complete diagnostic report + systems architecture blueprint

How It Works

Weeks 1-2: Executive and functional leader interviews, systems analysis
Weeks 3-4: Value mapping, opportunity prioritization, architecture design
Weeks 5-6: Roadmap development, financial modeling, executive presentation

You own all deliverables and can execute internally or with implementation partners.

Investment: $25,000+ based on company size and scope

Who This Is For

Business owners who need comprehensive systems analysis before making major strategic or operational changes. Typical use cases include AI implementation planning, technology stack redesign, operational transformation, or preparation for growth/acquisition.

This is the same diagnostic approach I've used with Fortune 500 companies, government agencies, and international organizations — adapted for mid-market complexity and decision cycles.

Strategic Advisory Retainer

Monthly ongoing engagement | $10,000 - $20,000/month

Ongoing strategic guidance for owners who want sustained clarity as complexity increases.

What You Get

• Monthly 3-hour strategy sessions
• Email/phone access between sessions for strategic questions
• Continuous alignment on what matters as your business evolves
• Outside perspective you can't get from inside your organization

How It Works

We meet monthly to work through strategic priorities, decisions, and challenges. Between sessions, you have access for questions and guidance.

I help you see the current misalignment patterns clearly. As your business evolves, new patterns emerge — that's what the retainer work addresses.

Investment: $10,000 - $20,000/month (3-month minimum)

Who This Is For

Business owners who want:

• Strategic thinking partner who sees patterns you can't
• Ongoing guidance without full-time hire
• Accountability to stay focused on what matters
• Outside perspective on complex decisions as the business scales

Availability

After completing Strategic Diagnostic Session.