Advisory retainer
An advisory retainer is ongoing strategic counsel on a fixed monthly fee, so you get a senior advisor who knows your business and is available for the decisions that do not wait for a project, with a three-month minimum and a quarterly review. The small-business retainer is published on the packages page.
Who we work with
We work with leaders whose decisions outpace their access to counsel, which includes founders and executives between programs, operators who want a standing outside perspective, and organizations that finished a transformation and want the judgment that shaped it to stay within reach.
The retainer puts that counsel on the calendar, so you are not waiting for a project to open when a decision needs attention now.
Honest boundaries
A retainer covers counsel, and it does not include program delivery, Focus Builds, or audits. When the work grows into one of those, we scope it as its own engagement and say so before anything begins. Retainer clients hear when a question needs a Focus Build or a proper program, and why, so the monthly fee stays matched to the work it was built for.
The shape of a month
Standing sessions
Recurring working sessions, at a cadence set by scope, on whatever carries the most weight that month: a pricing move, a hire, a client situation, an operational decision.
Counsel between sessions
Questions rarely schedule themselves, so retainer clients bring them as they arise and get an answer from someone who already has the context.
Quarterly review
Every quarter we step back and look at what the retainer has covered, what it produced, and whether the priorities for the next quarter have changed.