services


Business Modeling + Value Creation

Business modeling involves the systematic analysis and design of a company's business framework. It outlines how an organization creates, delivers, and captures value — from cash to social impact. This process includes defining key elements such as target markets, value propositions, revenue streams, cost structures, and key activities and resources. Business models help organizations clarify and optimize strategy, ensuring operational alignment with stakeholder needs and market demands.

Value creation is the process by which a company enhances its products or services to provide greater benefits to its customers, thereby increasing its overall worth. It is central to a company’s ability to attract and retain customers, grow its market share, and achieve long-term profitability.

Who Needs Business Modeling + Value Creation services?

Startups and Entrepreneurs: New businesses often need guidance to establish a viable business model and create value propositions that resonate with their target audience. Let us help refine ideation, identify market opportunities, and develop strategic plans to ensure sustainable growth.

Established Businesses: Companies looking to innovate or pivot their business strategies need to reassess and redesign their business models. This is especially important when entering new markets, launching new products, or navigating industry disruptions. We can help.

Healthcare and Biotech Firms: In rapidly evolving fields like healthspan, biotech, and healthcare, businesses need specialized knowledge to develop models that address unique regulatory, market, and technological challenges such as AI and cloud systems architecture. We can provide insights into optimizing research and development, regulatory pathways, and market access.

Nonprofit Organizations: Nonprofits require effective business models to maximize their impact and efficiency. We can assist in developing sector-specific models that balance mission fulfillment with financial sustainability, including creation of bylaws, board books, processes, and procedures. Contact us for your next board retreat.

Investors and Venture Capitalists: Investors must evaluate the viability and potential of business models before committing funds. This ensures that their investments are sound and aligned with shifting market trends. We can help.

Corporate Executives and Service Boards: Having trouble seeing the forest for the trees? We offer leadership teams an external perspective on value creation strategies with 360 degree view, ensuring that any organization, regardless of sector, remains competitive and profitable.


Strategic Planning

Strategic planning defines organizational direction, sets long-term goals, and determines the actions needed to achieve those goals. It ensures that an organization’s resources are aligned with a clear mission and vision, framing priorities and establishing guardrails for agile decision-making.

Who Needs Strategic Planning services?

Startups and Entrepreneurs: New ventures benefit from strategic planning to establish a clear path to growth and sustainability. We help identify market opportunities, define risks and competitive advantages, and create actionable plans to achieve early success.

Small and Medium-Sized Enterprises: As businesses grow, they often face challenges in scaling operations, entering new markets, or managing resources effectively. We provide external quality reviews with the expertise to identify fresh strategies to accelerate growth.

Large Corporations: Even established companies require iterative assessment of their strategic direction to endure market changes, adapt to technological advancements, and withstand competitive pressures. Our wraparound services will help your team regain and maintain market leadership.

Nonprofit Organizations: Nonprofits require strategic planning to align their resources with their mission, ensuring maximum impact and sustainability. We help nonprofits navigate funding challenges, program development, and stakeholder engagement with a industry-leading business framework.

Healthcare and Biotech Firms: In sectors with rapid innovation and regulatory complexities, strategic planning is crucial. We assist in navigating these complexities, optimizing research and development, market entry strategies, and compliance with evolving regulatory requirements — such as AI.

Government Agencies and Public Sector Organizations: Strategic planning helps these entities set priorities, allocate resources efficiently, and achieve policy objectives. We bring expertise in public administration and policy development to enhance the effectiveness and sustainability of public programs and services.

Educational Institutions: Schools, colleges, and universities engage in strategic planning to address challenges in tech transfer and stakeholder engagement with industry and government. We help develop strategies for partner identification and engagement, as well as go-to-market strategies for cutting-edge research advancements.

Boards of Directors and Executive Teams: Leadership teams and boards require strategic planning to ensure organizational alignment and to make informed decisions. We provide an unbiased external analysis and facilitate consensus-building among stakeholders both internal and external.

Investors and Venture Capitalists: These stakeholders use strategic planning to assess the potential of their investments, ensuring that the companies they support have a clear, achievable roadmap for growth and profitability. The depth and breath of our expertise will help VC leaders maximize their investments through data-drive strategy.


Operational Support

Fractional C-Suite positions are executive roles filled on a part-time, interim, or project basis. Fractional executives bring high-level expertise and leadership to organizations, provide unbiased strategic guidance, operational oversight, and specialized knowledge.

Who Needs Fractional C-Suite Services?

Startups and Small Businesses: These companies often need high-level expertise but may not have the budget to afford full-time executives. We provide access to experienced leaders who can drive growth, manage finances, or oversee technology without lower administrative costs to the business.

Growing Companies: Businesses experiencing rapid growth may face strategic and operational challenges that require seasoned executive leadership. We can help navigate this growth phase, implement systems and processes, and scale operations effectively during short sprints.

Nonprofits and NGOs: These organizations benefit from fractional C-Suite services to enhance their strategic planning, financial management, marketing, and technology without significantly increasing their overhead and HR costs. We’re here to help.

Family-Owned Businesses: These enterprises often need professional management and strategic guidance to transition to the next generation of leadership or to professionalize their operations. We bring high-level business acumen and objectivity to the next phase of your life’s work.

Companies in Transition: Organizations undergoing mergers, acquisitions, or significant restructuring can benefit from fractional executives who provide continuity, and strategic direction during periods of change. We can help with culture stability through this process.

Project-Based Needs: Companies undertaking specific projects, such as a technology overhaul, financial restructuring, or market expansion, can hire fractional executives with the relevant expertise to oversee these initiatives. We’re here to help.

Benefits of Fractional C-Suite Services

  1. Cost Efficiency: Access to experienced executives without the full-time cost.

  2. Flexibility: Tailored engagement based on the organization’s specific needs and timelines.

  3. Expertise: High-level strategic and operational insights from seasoned professionals.

  4. Scalability: Ability to scale executive involvement up or down as needed.

  5. Objective Perspective: Fresh, unbiased insights from external leaders.


Longevity Strategy

Culture change work that elevates longevity is essential for healthspan businesses because it ensures that their products and services are best positioned for the future state of a modern market. Current consumer trends expect prioritization of inclusivity as a part of the picture. Successful companies carry a reputation as leaders in corporate social responsibility, increasing their value through engagement with a growing value-driven consumer market.

Who Longevity Strategy Services?

Healthcare Providers and Systems: Hospitals, clinics, and healthcare networks should invest in longevity strategy to ensure best health outcomes for individuals and communities. We can help identify and address blind spots in product design and service delivery, improve patient satisfaction, and enhance community trust.

Pharmaceutical and Biotech Companies: These organizations benefit from strategies that ensure their products are accessible and beneficial to across the lifespan. This planning investment can drive market expansion and we can help.

Government Agencies and Public Health Organizations: All agencies focused on public health are tasked with the design and implement policies and programs that promote longevity for everyone. We will work with you for more effective interventions, better resource allocation, and improved population health outcomes. We are seasoned at navigating shifting public priorities such as the current moment.

Nonprofit Organizations and Foundations: Entities dedicated to health and aging need to leverage dollars to maximize impact and social return on investment. We can lead your strategic planning process, help with program design, and build a foundation for sustainable stakeholder engagement so you can focus on serving your mission.

Senior Living and Long-Term Care Facilities: These facilities benefit from inclusive environments and care models that cater to diverse aging populations. This ensures high-quality care and enhances resident satisfaction and outcomes. Let us help you design sustainable longevity spaces.

Employers and Corporate Wellness Programs: Companies looking to improve employee health and productivity can invest in the longevity of their workforce through inclusive wellness programs that address the diverse needs of their workforce at every age and every stage of working life. This can lead to a healthier, more engaged, and productive workforce. We are here to help.

Academic and Research Institutions: Many and research organizations design their studies and programs in consideration of longevity in community. We can help you build the right academic team.

Community-Based Organizations: Local organizations focused on longevity develop programs that address specific community needs. This builds stronger, healthier communities and addresses health disparities more holistically. We know the landscape and can help you achieve quicker outcomes while building a foundation of lasting community health.