Business Strategy & Advisory Services

Strategic Advisory & Board Counsel

We are retained for judgment, not hours. Our advisory practice serves founders, boards, and management teams facing decisions without textbook answers: pricing architecture, capital structure, organizational design, succession planning, market entry, and whether to sell or hold. We bring the analytical rigor of strategy consulting and the practical honesty of operators who have built and exited businesses, measuring our work by outcomes rather than time spent.

Each engagement is led by a senior advisor with operating experience in the client's stage and sector, supported by analysts who handle the diligence, modeling, and market work behind every recommendation. We sit in board meetings when invited, prepare materials when needed, and speak plainly when the situation requires it. Standard cadence includes monthly working sessions, weekly checkpoints, and on-demand availability for calls that cannot wait. Within OccamsOS, Strategy & Advisory scales across advisor seniority, engagement cadence, and scope: from single-question diagnostics at Start to multi-year strategic architecture at Enterprise.

Designed For

Founders and CEOs of $50M–$200M revenue businesses. Monthly retainer. Typical commitment 12 months.

Fractional CFO Services

Executive-grade finance leadership on a part-time mandate. Cash management and thirteen-week forecasting.

Monthly close discipline. KPI architecture. Board-package preparation. Lender and investor communications. Audit readiness. Financial model maintenance. Sized to the business: Two to four days per month early-stage, near full-time for those preparing to raise or transact.

Designed For

Businesses between $10M and $50M approaching their first institutional round, audit, acquisition, or sale. Monthly retainer scaled to mandate. Three-month minimum.

Decision Science & Scenario Planning

Quantitative support for capital allocation, pricing, and strategic decisions : models, simulations, stress-tested assumptions, and trade-offs in language a board can act on.

Pricing analysis
Customer segmentation
Channel economics

Capital structure scenarios. Monte Carlo simulation where uncertainty is the central feature. Models that nobody owns become models that nobody trusts. Ours are built to be used.

Designed For

Management teams where the cost of being wrong is material. Project-based with optional ongoing support.

Revenue Augmentation

A revenue diagnostic across pricing, segmentation, channel design, sales-team structure, and compensation alignment.

We identify where pricing has drifted, where discounting has become habit, and where the cost-to-serve is misaligned with the price being charged. The output is a forecasting cadence that turns revenue from a number reported after the fact into a number engineered before it.

Designed For

$25M–$500M revenue businesses where the top line has plateaued, the pricing model has not been revisited in years, or the path from current revenue to next-stage scale is not yet engineered. Initial diagnostic plus optional implementation retainer.

Founder Coaching, Family Office Counsel & Succession Planning

Succession architecture : equity structures, voting trusts, governance frameworks, and the conversations about role and authority that determine whether a family business survives the founder.

For later-stage families: family office formation, governance, next-generation education, and coordination across legal, tax, and investment professionals already in place. We do not manage money. We do not draft trusts.

Designed For

Founders preparing for transition, families managing inherited operating businesses, and family offices in formation. Retainer-based, typically multi-year.

Founder Coaching, Family Office Counsel & Succession Planning

Behavioral Health Platform Growth Investment

Capabilities - Strategy & Advisory

Opportunity: An integrated behavioral health and urgent care platform sought capital and operational expertise to scale during a key transition period and prepare for long-term growth.