An annual mandate, with the firm accountable to the outcome.
The deepest engagement offered: brand, structure and protection held together across a full year, with the Council embedded and reviewed against the business's own targets.
What this is for
The situations founders arrive with
01
The disciplines contradict each other
Positioning says premium, pricing says volume, and the trademark covers neither. Each decision was sound in isolation.
02
Advice arrives without accountability
Everyone recommends, nobody is measured. The consequences land on the founder alone.
03
Growth outruns the structure annually
What was designed for the business two years ago is quietly failing the business today, and no one is watching for it.
Brand, structure and protection are three answers to one question. Splitting them across three firms is how the answer stops agreeing with itself.
The engagement
6 stages, each with a written deliverable.
Scope, fee and dates are fixed in the agreement before work begins. There are no open-ended engagements here.
01
Annual diagnostic
Brand, structure and legal exposure audited together at the start of the year, and the year's mandate written against what that finds.
02
Targets agreed in writing
What this year is meant to move, stated in the business's own numbers, with the firm accountable to them at review.
03
Embedded council
Legal, financial, sector and crisis specialists inside the mandate for the full year rather than assembled per question.
04
Quarterly execution blocks
Every quarter has real project work in it. A repositioning, a structuring, a filing programme. It ships against dates, not intentions.
05
Monthly operating rhythm
A standing session with leadership, plus direct access to the principal between sessions.
06
Year-end review
Performance against the agreed targets, read honestly, and the following year scoped or the mandate closed.
What you receive
- Annual integrated diagnostic
- Written mandate with agreed targets
- Embedded council for the full year
- Four quarterly execution blocks
- Monthly leadership sessions
- Year-end performance review
Whether this is the right engagement
Built for
- A business past the founder-only stage and scaling
- Brand, operating and legal questions arriving together
- Leadership willing to be held to written targets
Not this engagement
- Wanting a single discipline in isolation
- Unable to commit leadership time monthly
Questions
Asked before every mandate.
How is this different from the retainer?+
The retainer buys counsel. This buys counsel plus delivery, across all three disciplines, against targets the firm is measured on at year end.
How many of these do you run?+
A deliberately small number at a time. The engagement only works at a depth that caps how many can be held concurrently.
What happens if the targets are missed?+
It is documented at review, with the reasons, including ours. The following year is rescoped honestly or the mandate ends.
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