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Enterprise Advisory SOC 2 Compliant

Strategic Clarity
for the AI Era

Enterprise advisory for executives who need to make billion-dollar AI decisions with confidence. We bring 20+ years of financial and technology expertise to your boardroom.

ChFC Certified
50+ Enterprise Projects
$10M+ Value Delivered
0
Years Experience
0
Enterprise Projects
$0M+
Value Delivered
0
% Client Retention

Trusted by leaders at

Fortune 500 Healthcare Systems Private Equity Family Offices Tech Startups
The Challenge

AI is moving faster than your strategy can adapt.

Every week brings new AI capabilities. Your competitors are moving. Your board wants answers. You need a trusted advisor who understands both the technology and the business implications.

Analysis Paralysis

Too many AI options, too many vendors, too many conflicting opinions. You need a framework, not more noise.

Speed vs. Risk

Move too fast and you expose the company. Move too slow and competitors win. The balance is everything.

Governance Gaps

AI without governance is a liability waiting to happen. Boards are asking questions you can't yet answer.

Enterprise Services

Three lenses for better decisions.

We bring a unique combination of AI expertise, financial discipline, and strategic clarity to every engagement.

AI Strategy

Roadmaps that align AI investments with business outcomes. Not technology for technology's sake.

  • AI Readiness Assessment
  • Use Case Prioritization
  • Vendor Evaluation

Financial Advisory

Fiduciary-grade financial planning integrated with technology strategy. ChFC certified.

  • Investment Analysis
  • ROI Modeling
  • Risk Assessment

AI Governance

Frameworks that keep you compliant, secure, and ahead of regulation.

  • Policy Development
  • Board Presentation
  • Compliance Roadmap
Proven Results

Real outcomes. Real impact.

"The AI governance framework they developed saved us from a potential $2M compliance issue. Worth every penny of the engagement."

JM

Healthcare CTO

Regional Health System

"They didn't just give us a strategy deck. They sat with us through implementation. That's rare in consulting."

SK

Private Equity Partner

Mid-Market PE Firm

47%

Avg. Time-to-Value Reduction

$2.3M

Avg. Risk Mitigation Value

89%

Project Success Rate

NPS 72

Client Satisfaction Score

Investment

Engagement options built for your needs.

From focused assessments to ongoing advisory partnerships. All engagements include NDA protection.

AI Assessment

Focused evaluation of your AI readiness

$2,500 /one-time
  • 2-hour discovery session
  • Written readiness report
  • Priority recommendations
  • 30-min follow-up call
Get Your Audit

Enterprise

Full-scope transformation partnership

Custom
  • Dedicated advisory team
  • On-site workshops
  • Board presentation support
  • Implementation oversight
  • SLA guarantees
Contact Sales
Resources

Frameworks and guides for AI leaders.

New

AI Governance Framework 2026

Board-ready framework for AI risk management and policy development.

Download PDF →

Executive AI Readiness Checklist

50-point assessment for evaluating your organization's AI maturity.

Download PDF →

ROI Calculator Template

Spreadsheet model for calculating AI project returns and payback periods.

Download Excel →
Free Assessment

How AI-ready is your organization?

Take our 5-minute assessment and get a personalized readiness score with actionable recommendations.

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Ready to lead the AI era?

Schedule a confidential conversation about your organization's AI strategy. No pitch, no pressure — just clarity.