The advisory firm where the website is the first deliverable.
Run a governance diagnostic. Get a scoped, priced engagement brief. No discovery call required.
How It Works
Four steps from assessment to engagement brief
Diagnose
Run a structured governance assessment benchmarked against NYSE, NASDAQ, ISS, and NACD standards.
Scope
Convert your diagnostic results into a bounded engagement with defined deliverables and timeline.
Screen
Quantify R&D documentation exposure and identify audit-defense gaps before they become findings.
Underwrite
Receive a fixed-price, fixed-scope engagement brief you can forward to your PE sponsor and approve.
See The Output
The methodology is the product
No client logos yet. Instead, the tools themselves are the proof — run them and judge the methodology directly.
GOVERNANCE DIAGNOSTIC — SAMPLE OUTPUT
Overall Posture: AT-RISK Score: 4 / 24 ─────────────────────── Board Oversight: Critical Gap Committee Structure: Developing Documentation: Non-Compliant Control Environment: Weak ─────────────────────── Recommended: Governance & PMO Diagnostic Estimated scope: [Scope-dependent] fixed-fee
ENGAGEMENT BRIEF — SAMPLE OUTPUT
Client: [PE Portfolio Company — Industrial Services]
Engagement: Governance Architecture Buildout
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Scope: Board charter + 3 committee charters
Governance calendar + reporting cadence
Control environment gap remediation
Duration: 8 weeks
Fee: [Determined by engagement scope]
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Deliverables: 4 documents + implementation plan What Brings Clients To Us
The problems behind the symptoms
Governance built for a company half your size
You've scaled past the controls that got you here. Board reporting is manual, committee charters are stale, and no one owns the governance calendar.
Governance Advisory →R&D documentation that won't survive scrutiny
Your R&D tax credits are worth millions, but your contemporaneous documentation has gaps an examiner will find. Four-part test substantiation is incomplete or missing.
R&D Tax Credit Consulting →No PMO — just heroic individual effort
Capital projects run on tribal knowledge and spreadsheets. There's no centralized methodology, no stage-gate process, and no repeatable delivery framework.
PMO Buildouts →Post-acquisition integration with no playbook
You closed the deal. Now two companies need to operate as one — different ERPs, different governance structures, different cultures, and a 100-day clock.
M&A Diligence →Built For
PE Operating Partners
Chief Financial Officers
General Counsel
Corporate Secretaries
Enterprise-grade governance architecture for complex operating environments. Fixed-fee. Fixed-scope. No billable-hour surprises.
Start Your Assessment