For more complex SMBs
Institutional-grade oversight without institutional overhead.
A four or five-seat advisory structure for larger or more complicated privately owned businesses requiring deeper financial oversight, strategic challenge and specialist participation.
Growing, regulated, multi-location or operationally complex companies that need broader continuing oversight than one fractional executive can provide.
Initial composition
- Independent advisory chair
- Finance, capital and M&A advisor
- Experienced operator
- Industry specialist
- Growth, technology or risk specialist
What is included
- Four or five defined advisory seats
- Monthly chair and performance review
- Quarterly full-board meeting
- Annual strategy and enterprise-risk review
- Financial, KPI and capital-allocation challenge
- Management, succession and organizational review
- Specialist participation within the agreed plan
- Written decisions, responsibilities and deadlines
Expected outcomes
- Management receives coordinated cross-functional challenge
- Strategy connects to financial and operating capacity
- Risk, investment and growth decisions share one evidence record
- Specialists address the questions that match their experience
- Owners retain authority while gaining institutional decision discipline