Ninety minutes on one decision.
A private working session for a CEO or owner who has a specific decision in front of them: a pricing change, an acquisition offer, a platform migration, a marketing budget that isn't returning, an AI purchase. You bring the decision and the numbers. I bring thirty years of having seen how these play out. You leave with a written summary and a clear next step.
Before
Once you book, I send a short list of what to have ready: the decision in one sentence, the numbers behind it, and anything you've already tried. I read it all before we meet, so the ninety minutes go to thinking, not catching up.
During
We work the decision from the revenue outcome backward: what has to be true for it to pay off, what the numbers say now, where the risk actually sits, and what I'd do in your position. I'll tell you plainly if I think you're asking the wrong question.
After
Within three business days you get a written summary: the recommendation, the reasoning, the numbers we relied on, and the next two or three moves. It's written for you to forward to a partner, a board or a spouse.
If there's more to do
Some decisions turn out to be one piece of a bigger problem. If you continue into the diagnostic or any other engagement, the full session fee comes off that invoice. No pressure either way; most sessions stand on their own.
One concrete decision with money attached, and the authority to act on it. Companies from a few million to a hundred million in revenue, though the size matters less than the decision. It is not a fit for general advice, for a decision someone else will make, or for validating something already decided.
Fee
$1,500, invoiced when we confirm a time and paid before the session. One decision per session; if a second one comes up, we book a second session.
Money-back guarantee
If the session wasn't worth the fee, tell me within seven days of receiving the summary and I refund it in full. No form, no argument. I'd rather return the money than have someone feel they paid for a conversation.
Credit toward engagements
The full fee is credited against the diagnostic engagement or any other engagement we start within twelve months of the session.
Scheduling
Sessions run on video, or in person in Orange County by arrangement. Reschedule any time up to 48 hours before we meet at no charge.
Confidentiality
Everything you share before, during and after the session is held in strict confidence. Nothing about your company appears anywhere without your written consent.
What it isn't
A strategy session is business judgment, not legal, financial, accounting or investment advice. Where a decision needs a lawyer or a CPA, I'll say so.