Private Advisory Application

Complete the questionnaire below and a member of our team will contact you within 24 business hours.

First & Last Name *

Your email*

Company Name*

Cell Phone Number*

Office Number

What is your company's current annual revenue and average number of full-time employees?*

What is your overarching vision for your company's future (e.g., 3-5 years out), and what are the top 2-3 strategic goals you aim to achieve in the next 12-18 months?*

What is the single most significant strategic, operational, or cultural challenge your organization is currently facing that, if effectively addressed, would unlock substantial growth or resolve a critical bottleneck?*

Beyond financial targets, what larger impact or legacy do you envision your company creating for its employees, community, or industry?*

As a CEO, what is one area of your personal leadership or executive skill set that you are most committed to developing or transforming right now?*

How do you personally define success for a private advisory relationship, and what does a "successful outcome" look like to you from this engagement?*

To ensure maximum impact, our private advisory engagements require a dedicated commitment of time, mental energy, and financial resources. What are you hoping to achieve, and what makes you confident that you're ready to fully lean into this level of strategic partnership at this moment?*

How do you typically prefer to receive direct, strategic feedback and accountability from an external advisor?*

Describe a time when you engaged an external expert (consultant, coach, advisor) and the engagement faced unexpected challenges or resistance within your organization. How did you navigate that situation?*

While you've achieved significant success, what specifically has prompted you to seek private, high-level strategic advisory now? What makes this the right time for this kind of deep engagement?*

Briefly describe your company's current culture. What aspects of it do you believe are driving success, and what areas might be hindering growth or innovation?*

What are the biggest risks you perceive for your business in the next 2-3 years, and what emerging opportunities are you most excited about exploring?*

Private Advisory Application

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