The Intelligence Briefing
90 minutes of subject matter expertise to fill the knowledge gaps in your execution plan.
The Outcome​​
Clarity, validation, and a definitive path forward. Whether you’re vetting an acquisition or restructuring an organization, you leave with the specific intelligence required to finalize your decision.
Post-session, you'll receive a post-briefing Path Forward Memo: a concise executive summary to align your stakeholders and move your in-house talent into execution.
When to Book a Briefing
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Due Diligence & Investment: You have the financials and the pitch deck, but you need to understand the operational reality of the target. We identify the specific questions you need to ask to uncover technical liabilities and structural risks that don't show up on a balance sheet.
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Organizational Stabilization: You are planning a high-stakes restructure or a consolidation of functions. You need a veteran perspective to verify how to lean out the organization while protecting the core capabilities required to hit your next milestone.
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Execution Pathfinding: You have the objectives and the team to reach them, but you need to fill a specific handful of knowledge gaps to get started. I provide the outside perspective and subject matter intelligence required to organize the approach so your team can take it the rest of the way.
How It Works​​​​
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The Intelligence Request: Secure your slot and provide the high-level context for the session. You'll receive an NDA and a request for any relevant documentation or briefing materials you can easily forward ahead of our time.
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The Briefing: A 90-minute deep-dive focused entirely on filling your specific knowledge gaps and providing the intelligence you need to finalize a decision.
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The Path Forward Memo: You receive a concise Intelligence Memo summarizing the session’s findings and the specific questions or frameworks you need to move the plan forward.
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Secure Your Briefing
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Price: $850 (Legacy rate honored for sessions booked through Feb 28th, 2026).