What we do

Nonprofit Advisory

Leading a nonprofit is tricky. Often there are more board members than staff, with tactics subsuming strategy. Passion for the mission can clash with operational discipline. People easily forget that nonprofit is a tax status, not a business model. Without financial discipline and diverse funding, the mission fails.

We help leaders navigate this hall of mirrors — competing agendas, accounting quirks, funding pressures, board politics, and staff burnout.
‍To help you thrive, not just survive.

Inflection Points

Advisory services are focused on inflection points — moments of expansion, contraction, or reinvention. Examples include creating a new funding stream, navigating a merger, filling senior talent gaps, revising governance, reprioritizing investments, budgeting a large change in funding. We work with you to filter out distractions, find the most useful data to make decisions, navigate complex negotiations, and act with courage and clarity.

Cutting Through the Noise

You may have supportive board members and funders, but you will also encounter personal challenges and disruptive people pursuing their own agenda. Helpful signals often get lost in the noise. An unbiased, trusted confidant helps you sort this out and stay focused on what matters.

We're experienced CEOs, board members, and foudners ready to guide you through your chaos — using lessons learned from facing our own. We offer the collective wisdom of a wide range of successful leaders to help you find your best path forward among conflicting inputs and forces.

Behind the Process

How It Works

Every engagement begins with a conversation. What is the primary inflection point? What are the assets & liabilities in this moment? What expertise is missing? From there, we co-design a plan of record — with clear roles and responsibilities. We work together on the path forward.

Cadence

Determined by your organization’s pace and needs.

Access

In-person or virtual, with follow-up support as needed between sessions.

Confidentiality

Every discussion is private. Insights are shared out only by mutual consent.