Advisory Services
Structured advisory designed for the realities of closely held business ownership.
Every engagement begins with understanding where the weight is concentrated and what the business needs to grow without increasing the burden on the owner.
How We Think About Advisory
This is not consulting as usual
Most advisory engagements in the small and mid-market space fall into one of two categories: generic consulting that addresses surface-level operational issues, or personal coaching that focuses on the individual without accounting for the structural realities of the business.
Ownership Advisory is different. It works at the intersection of the business structure and the ownership experience. It recognizes that the condition of the business often mirrors the clarity of the owner—and that sustainable improvement requires attention to both.
Our engagements are diagnostic-driven, not assumption-driven. We begin with the Owner Burden Diagnostic and the Adelphoï Owner Map to understand the current state before recommending a path forward.
Engagement Options
Four ways to work together
Strategic Reset Intensive
Format: One-day intensive (in-person or virtual)
Rapid clarity on the current state of the business and the ownership experience.
Includes:
Ideal for: Owners who want clarity before committing to ongoing advisory work.
90-Day Owner Advisory Reset
Format: 90-day structured engagement (6 advisory sessions)
Address the highest-priority ownership pressures and begin structural improvements.
Includes:
Ideal for: Owners ready to begin making structural changes to the business and their experience of ownership.
Owner Operating System
Format: 12-session structured group program
Build a complete ownership operating system across all seven pillars with peer support.
Includes:
Ideal for: Owners who benefit from structured learning alongside peers who share similar pressures.
Learn moreOngoing Owner Advisory
Format: Monthly or bi-monthly retained advisory
Sustained support for ownership clarity, organizational development, and strategic decisions.
Includes:
Ideal for: Owners who value ongoing counsel from an experienced advisor as the business moves through different stages.
Advisory built around you — not a one-size-fits-all playbook.
Not sure which engagement is right?
Start with a conversation. We will help you determine what makes sense based on where your business is today.