What I do
The full arc. Enter through whichever door fits.
Eight capabilities, one connected practice. Most engagements begin with a readiness read, then focus where the need is sharpest.
01
Revenue diversification
New-funder strategy when the base is too concentrated or must grow.
- When
- One or two funders carry too much of the budget, or growth has flattened.
- What
- A prioritized prospect strategy, the case each segment needs, and the internal habits to work it.
02
Financial scenario planning
Models that show the organization through funding shocks.
- When
- A grant is at risk, a contract is recompeting, or the board wants to see the downside.
- What
- Board-ready scenarios with triggers, thresholds, and the decisions each one forces.
03
Board & governance
Composition, recruitment, and the governance a funder expects.
- When
- The board hasn't kept pace with the organization it governs.
- What
- A composition matrix, a recruitment plan, and the committee structure that makes it work.
04
Strategic reset
An 18 to 24 month direction the board can staff and fund.
- When
- The plan on the shelf no longer describes the organization.
- What
- A short, sequenced direction with owners, costs, and the measures that show progress.
05
Evidence & impact
The case a new funder will actually back.
- When
- The work is strong but the proof isn't legible to outsiders.
- What
- A measurement frame, the handful of metrics that matter, and the funder-facing narrative.
06
Partnership & merger
Clear-eyed counsel when combination is the smart move.
- When
- A partnership, affiliation, or merger is on the table, or should be.
- What
- Honest assessment, partner criteria, and steady counsel through board conversations.
07
Succession & interim
Steady hands before and through a leadership transition.
- When
- A founder or long-tenured executive is departing, planned or not.
- What
- Succession planning, search support, and interim leadership that holds the organization steady.
08
Campaign counsel
Feasibility and counsel for the organizations on offense.
- When
- A campaign is on the horizon and readiness is the open question.
- What
- Feasibility, structure, volunteer leadership, and counsel through the quiet phase.