Practice
Advisory
Strategy, operations and structure for owners and investors who need the work carried from the decision to the delivered result.
- Typical first engagement
- Diagnostic, two to three weeks
- You receive
- Objective, milestone plan with owners, decision log
Overview
The senior operator in the room.
Founders, owner-operators, investors and boards bring us an initiative that has stalled, a company that has outgrown its structure, or a post-close plan that needs an owner.
We work the way an operating partner works: baseline the business, find the bottleneck that matters most, agree the future state, then implement it and stay until the team is running it on its own.
Services
What the practice covers
Strategy and operations
Where the business is, where it needs to be, and the plan between.
- Operating reviews and strategic planning
- Process mapping and redesign
- KPI frameworks and management reporting
- Organizational design and role clarity
- Interim operating support
Post-investment execution
For investors and the management teams they back.
- 100-day plans after a close
- Board and investor reporting packages
- Operating cadence and decision rights
- Integration support after an acquisition
- Portfolio-wide operating standards
Formation and governance
Structures that can take capital, hire and be audited.
- Business entity formation coordination
- Nonprofit formation and exemption application coordination
- Bylaws, operating agreements and governance
- Compliance and renewal calendars
- Records and data room organization
Tax strategy
Tax posture designed on purpose, with credentialed professionals.
- Tax planning coordination
- Entity and compensation structure review with a CPA
- Preparation coordination with credentialed preparers
- Year-round records discipline
- Incentive and credit identification
How an advisory engagement runs
Seven steps from baseline to results.
Baseline
Measure how the work runs todayBottleneck
Agree the constraint that matters mostDesign
Define the future process and ownersPilot
Implement on a bounded scopeAdopt
Train the people who will run itAccept
Owner signs off against criteriaReview
Check results and improveWhat you receive
- A one-page statement of the objective
- A milestone plan with an owner and a date on every line
- A decision log, so settled questions stay settled
- Process documentation the team can run from
- A results review at an agreed date
What we ask for first
- The result you want, in your words
- What has already been tried
- Who holds decision authority
- Any deadline that is real
Professional boundaries. Black Fortitude is not a law firm or a CPA firm. Legal and tax conclusions, filings and representation are performed by appropriately qualified professionals under their own engagement. We coordinate the work, keep the record and hold the schedule.
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Next step
Start with a conversation.
Tell us what needs to get done. You will receive a written first read on where the work stands and the first move.