Consulting


We are a boutique firm focused on four consulting disciplines: strategy, business model structure, leadership, and governance. “Boutique” means two things. First, that our firm’s principals actively engage in each and every client project. Second, that we intentionally manage a small collection of clients, a strategy that enables us to develop much deeper and informed client connections than is possible via a strategy that embraces commodified solutions and chases exponential client and project volume growth.

We’d like to develop a similar relationship with you and your credit union. Learn more about how we can support your credit union by exploring our consulting disciples, or support you in the role you have by exploring how we specifically aid senior executive team members and members of the board of directors.

Project Ready?

Are you ready to engage in a consulting project, or submit a Request for Proposal for our consideration?