How we actually work.

A predictable, four-step process designed to respect your time, your team, and your money.

Listen

A free 30-minute call. You talk, we take notes. We are listening for what is true, not for what we can sell.

Diagnose

A two-week discovery sprint. Interviews, financials, a walk through the operation. You get a written brief at the end.

Decide

We meet, in person where possible, to choose the three to five decisions that will matter most over the next ninety days.

Deliver

Weekly cadence, monthly review, quarterly reset. We measure progress against the things we both agreed mattered.

Strategic notes and sketches
A working session

What a typical month looks like.

One full-day on-site, usually at your office. One 90-minute video call midway through the month. A written monthly brief — three pages, never more — that summarizes what changed, what is on track, and the two or three decisions that need attention next.

Between formal sessions, you have direct access to James by phone and email. Not a portal. Not a ticket queue. A working relationship.

Frequently asked

Answers to what owners usually ask first.

How much does an engagement cost?
Discovery Sprints start at $9,500 for a two-week diagnostic. Quarterly Advisory engagements range from $24,000 to $45,000 per quarter depending on company size and scope. Standing Counsel is offered by invitation only. All fees are fixed up front in writing.
Do you work outside California?
Yes. Roughly two-thirds of our clients are in Southern California, but we work with owners across the United States. For out-of-state engagements we travel quarterly and meet weekly by video.
What industries do you specialize in?
Professional services, light manufacturing, regional retail, B2B distribution, and family-owned businesses across most service categories. We do not work in regulated finance, healthcare delivery, or anything we do not personally understand.
Do you replace our CFO or COO?
No. We work alongside your existing leadership team and make them more effective. If you need a fractional CFO or operator, we can introduce you to a vetted partner.
What if it isn't working?
Every first engagement carries a written satisfaction guarantee: if at the end of the discovery sprint you do not feel the work was worth the fee, we refund it. No questions, no negotiation.
How quickly can we start?
We typically have a four- to six-week intake window. Urgent situations are handled on a case-by-case basis — just say so on the first call.