Advisory Engagements

Medical Practice Management / Operations
Operational Clarity & Strategy Audit

The Operational Clarity & Strategy Audit is a comprehensive diagnostic engagement designed to identify structural inefficiencies, workflow friction, leadership misalignment, and operational strain limiting organizational performance. This engagement is not a generic assessment. It is a systems-level analysis intended to reveal hidden constraints, clarify decision dynamics, and establish stabilization priorities.

Clients Receive:
✔ Executive-level operational & structural review
✔ Identification of workflow & communication breakdowns
✔ Leadership & decision-friction analysis
✔ Detection of inefficiencies & performance barriers
✔ Strategic clarity & prioritization framework
✔ Action-oriented recommendations

Advisory Retainers (tiered):

Starting at $4,000/month, scaling upward based on complexity

Organizational Leadership & Strategy
Retainers

$3,500–$6,000/month

Projects

$7,500–$18,000

Nonprofit & Community Development
Retainers

$2,500–$5,000/month

Projects

$6,500–$15,000

Individual Leadership Advisory
Strategy Intensives

$500–$900/session

Strategy Intensives are focused advisory sessions designed to address specific leadership, operational, or decision-making challenges requiring immediate clarity and expert perspective. These sessions provide high-value insight without the structure of a full engagement.

Clients Receive:
✔ Targeted strategic discussion & analysis
✔ Rapid problem framing & clarification
✔ Decision-support & perspective alignment
✔ Identification of priority considerations
✔ Practical next-step guidance

Monthly advisory

$1,250–$2,500/month

Add-On Services
Policy & procedure audits

$2,500–$7,500

Veteran discounts

We offer verified veteran discounts and consider nonprofit pricing adjustments when appropriate.

Retreat facilitation

$3,500–$8,500

Retreat Facilitation engagements provide structured, high-impact leadership and strategy experiences designed to improve alignment, clarity, communication, and organizational cohesion. These engagements transform off-site meetings into productive strategic environments.

Clients Receive:
✔ Pre-session planning & objective alignment
✔ Structured facilitation & leadership guidance
✔ Strategic clarity & dialogue management
✔ Leadership & communication frameworks
✔ Decision & priority alignment discussions
✔ Post-session recommendations & insights

Training Manual / Operational Guide Creation

$2,500 – $7,500


Training Manuals & Operational Guides establish clarity, consistency, and structural alignment across workflows, policies, and internal processes. These documents support scalable and stable operations.


Clients Receive:
✔ Organizational workflow & role clarity structure
✔ Process & procedure documentation
✔ Policy & operational guidance frameworks
✔ Consistency & standardization tools
✔ Professionally structured manual document

Business Plan Development

$1,200 – $4,000
Business Plan Development engagements provide structured strategic articulation, operational clarity, and positioning guidance designed for founders, organizations, and leadership teams. These engagements emphasize clarity, coherence, and credibility.


Clients Receive:
✔ Strategic model & structure refinement
✔ Market & positioning clarity
✔ Revenue & service architecture guidance
✔ Operational considerations framework
✔ Financial logic & sustainability review
✔ Professionally structured plan document