Services

Three Ways I Work With Mid-Market Leaders

Strategic advisory, keynote speaking, and executive education — all built for the CEO of a real operating company.

Strategic Advisory

Direct CEO-level engagement on AI capital allocation, governance, and board-defensible strategy.

Six-pillar AI readiness assessment
Build-vs-buy-vs-wait portfolio framework
Board-ready AI strategy memo
Diagnostic sprints and 12-month retainers

Explore Advisory

Keynote Speaking

AI keynotes for CEO audiences, boards, PE portfolios, and industry associations — substance over hype.

Custom-built for the audience and industry
Original frameworks, not vendor pitches
Conference, offsite, and client-event formats
In-person across US/Canada, plus virtual

Explore Speaking

Executive Education

Workshops and cohort programs that move leadership teams from defensive to decisive on AI.

Executive team workshops (1–2 days)
Board education sessions
PE portfolio cohort programs
Curriculum licensing for institutions

Explore Education

Frameworks behind the work

Methodology

The AI Savvy Readiness Framework

Score strategy, data, infrastructure, governance, talent, and culture before you commit capital. The six-pillar diagnostic behind every advisory engagement.

Why Enterprise AI Pilots Fail

MIT found 95% produce no P&L impact. The four-failure taxonomy that lets you name the failure mode before funding the next pilot.

Build vs Buy vs Wait

A four-quadrant capital allocation matrix and three-question vendor screen for mid-market CEOs. Wait is the most under-used answer.

Not sure which engagement fits?

Ninety minutes on the phone usually clarifies it. No deck, no pitch — we work the actual problem in front of you.

Book a Strategic Call