From $500M companies to mission-driven organizations, founder-led startups, and family businesses three generations deep. Over seven years, 54 CEOs and hundreds of senior leaders.
A $500M+ construction firm with a first-year CEO needed trust and strategy built simultaneously. We designed an inaugural 2-day Strategic Planning Kickoff and Trust Building Retreat — purposefully not a final strategic plan, but a deliberate first step. Fifteen leaders across C-suite, board, and SVPs. Result: 28 potential growth pathways identified, 7 prioritized for highest profit potential, and a 5-year target of $1B revenue at 2X current profitability.
A regional development firm engaged over three years of deepening work — beginning with a whole-company retreat of 21 people, tightening to an executive committee of 4 (partners, head of design, head of operations), and ultimately focusing on the co-CEO pair for trust-building, future visioning, and operating agreements. The work moved inward as trust deepened — which is the only honest way to do it.
A commercial lending firm engaged at the corporate team level — working with the principal leaders and business unit CEOs on issue processing, hiring criteria development, and future envisioning. The most consequential moment: supporting the corporate team through a business unit CEO transition. The strategy work and the people decisions were inseparable.
A 15-month strategic advisory engagement with a fast-growing media company CEO produced $500K in new revenue, $200K in cost savings, and 4,800 organizational hours reclaimed — a 10X return on the engagement investment. The work was equal parts leadership clarity and strategic decision-making. Confidence, it turns out, is contagious.
"Immensely better as a person and leader. I don't feel alone. I have a group who knows what it takes. Better because of the personal bonds. Keeps me encouraged."
Co-founder, food & beverage startup · Five-year peer group member
"Confidence is contagious. Clear leadership, happier, and with better results."
CEO, media company · 15-month strategic advisory engagement
"You have had a profound impact on my life."
Executive · Five-year peer group member
"I have gained clarity and self-awareness — and I am a better leader, father, and husband."
CEO, small business · One-year peer group member
"If something here resonated for you — I would be glad to have a conversation."
Write to Sandeep