Ongoing Advisory
A senior partner in the business — month after month.
Some work is a project. Some is a relationship. Ongoing Advisory is for owners who want senior strategic and operational judgment on a standing basis — a partner accountable for momentum, not a deck and a handshake. The same execute-first discipline, on a monthly cadence.
What it includes
More than advice. A standing operating partner.
Standing strategy sessions
A recurring working session on the decisions in front of you — growth, hiring, capital, pricing — with a senior advisor who already knows your business.
Operating cadence & KPIs
The dashboards and rhythm that keep the business legible: the numbers that matter, reviewed on a schedule, so problems surface early.
Documentation that compounds
SOPs, workflows, and plans built as we go — so the business runs on systems, and every month leaves it more transferable than the last.
Priority access
A direct line when something can’t wait. Between sessions, you’re not in a queue.
Project management horsepower
When a real initiative lands — a raise, a launch, a system migration — we run it, not just advise on it.
Full portal visibility
Everything we’re doing, tracked in your CMA client portal. No black box.
Who it’s for
A fit when the business needs a brain on it — consistently.
- Founders who’ve outgrown doing it alone but aren’t ready for a full-time executive hire.
- Businesses in a growth phase that need senior operating judgment on tap.
- Owners who want a standing partner accountable for momentum — not a one-off project.
Engagement & pricing
From $750/month
Retainers are scoped to your needs — the hours, the cadence, and the focus are set in writing before we start, and reviewed as the business changes. No long lock-ins; the relationship continues because it’s working.
- · Fixed monthly scope, agreed up front
- · Scales up for a big quarter, down when it’s quiet
- · Pairs naturally with fractional COO work