Advisory Services

What is a Trusted Advisor?

In this role, we provide advice and guidance to executives who need a third-party objective resource – a sounding board for reviewing plans, an idea source for growth plans, a responsive expert for questions and advice, a support system for accountability, or just a devil’s
advocate to review potential key decisions.

Sounding board/ source of ideas

Devil’s advocate for key decisions

Strategic advice: Think 3 moves ahead

A trusted advisor is like an insurance policy. It provides you exclusive access to expert counsel, so you can tackle the most critical challenges and seize emerging opportunities in real times. It’s more than a coach or a mentor. A trusted advisor is the person in your court with the experience and resources for taking on crucial issues, making difficult decisions, and navigating complex terrain.

You choose how you want to work with us – behind the scenes, as an invisible confidante, or in a more public capacity. Choose whether you’d like us to work solely with you or with other key members of your team as well.

You’ll always have access to us during normal business hours via phone within 90 minutes and email within 24 hours. You may also opt to meet face-to-face or in off hours, if that meets your specific needs. Most engagements require a minimum of 90 days.

Types of Advisory Clients

We work with a variety of leaders in various types of companies:

Owner of closely-held business

Senior-level corporate executive

Leader of private equity backed firm



Leader with an ERP decision

Our Results

Our clients are typically interested in these personal outcomes:

Career advancement

Standing out from the Crowd

Clarity of the future

That support these types of business outcomes:

Maximize the Customer Experience

Enable Scalable, Profitable Growth

Create Sustainability:
Teach Businesses to Fish

Don’t Listen to Us.  Hear What Our Clients Say


Diane Garcia, President, Lorraine Consulting

Christopher Riley, Executive, PepsiCo

Kash Gokli, Director of Engineering Clinic, Harvey Mudd

To hear additional insights, visit our video testimonials webpage

Enables Individual Contribution
"Lisa has a broad-based knowledge of global business and enables cooperation of people across disciplines. How nice to work with someone that can respectfully challenge the creative thought process and at the same time enable individual knowledge expansion. "
K Means
CFO, Coast Plating
Valuable Advisor on VMI
"Lisa provided valuable insights, advice and real-life considerations for implementing and using VMI software and services solutions. It was just the verification we needed for the VMI niche market. "
Senior Associate
Client Firm

To see additional insights, visit our written testimonials webpage


We are happy to stop by and talk with you about your situation.  Contact us.