BARRETT & PEARL
ADVISORY

Services

Engagement Models

Two structured engagement types. Every engagement begins the same way.

All engagements begin with the Alignment Sprint.
Not optional. Not negotiable.

Entry Point · Required

Alignment Sprint

A focused diagnostic that maps your decision architecture, identifies where strategy, finance, and operations are misaligned, and produces a clear 90-day plan forward.

What You Receive

  • Decision architecture assessment
  • Strategy-finance-operations alignment mapping
  • Leadership team working sessions
  • 90-Day Roadmap document

3–4 weeks  ·  Fixed fee

Learn More

Ongoing · Selective

Ongoing Advisory

For organizations where continued strategic advisory is warranted by complexity and fit. A decision-level partnership, not a retainer for deliverables. Available only after completing the Alignment Sprint.

What's Included

  • Monthly advisory sessions with senior leadership
  • Decision support on major organizational choices
  • Ongoing financial model and forecast review
  • Board preparation and communication support

Start with a conversation.

The Discovery Call is the first step. No pitch, no proposal. Just an honest look at fit.

Book a Discovery Call