Ongoing Strategy Retainer
Ongoing strategic support for leaders who need a thought partner. Quarterly strategy reviews, competitive intelligence, ad-hoc analysis, and board prep support.
Strategy is not a once-a-year exercise - it is a living conversation with your business and market. New competitors emerge. Opportunities arise. Crises demand response. Having a strategic partner on call means you are never making critical decisions alone.
Our Strategy Retainer provides ongoing access to strategic expertise. We conduct quarterly strategy reviews to assess progress and adjust course. We monitor competitive dynamics and alert you to changes. We provide ad-hoc analysis when new opportunities or threats emerge. We help you prepare for board meetings and investor conversations.
Think of it as having a Chief Strategy Officer on fractional retainer - the strategic depth of a dedicated executive without the full-time cost.
Package Customization
Set the retainer scope: quarterly reviews, competitive monitoring, and a set number of ad-hoc analysis hours.
Quarterly Strategy Reviews
QuarterlyStructured assessment of strategic progress, competitive changes, and recommended adjustments.
Continuous Monitoring
OngoingOngoing competitive intelligence briefings on competitor moves and market dynamics.
On-Demand Support
As neededAd-hoc analysis, M&A target evaluation, and board prep — with priority same-day access for urgent decisions.
Quarterly Strategy Report
Assessment of strategic progress, competitive changes, and recommended adjustments
Competitive Intelligence Updates
Regular briefings on competitive moves and market dynamics
Ad-Hoc Analysis
Custom analysis on strategic questions as they arise
Board Materials
Draft strategy sections for board presentations and investor updates
Quarterly Strategy Reviews
Structured assessment of strategic progress with course corrections
Competitive Intelligence
Ongoing monitoring of competitive landscape with actionable insights
Ad-Hoc Strategic Analysis
On-demand analysis of opportunities, threats, and strategic questions
Board Prep Support
Assistance with board presentations, strategic communications, and Q&A prep
M&A Target Analysis
Evaluation of potential acquisition targets or partnership opportunities
Priority Access
Same-day response for urgent strategic questions and decisions
Series B-C CEOs
Startup leaders scaling rapidly who need ongoing strategic guidance
Corporate Strategy Teams
Strategy functions that need to augment capacity for key initiatives
PE Portfolio CEOs
PE-backed leaders who want strategic support between board meetings
Subscription
Develop a comprehensive 3-year strategic plan in 1-2 weeks. Get top-tier strategic analysis without the 6-month timeline or $500k engagement.
Rapid strategic assessment and 100-day action plan for businesses needing turnaround. PE-grade rigor for new CEOs, post-acquisition integration, or crisis response.
Share your situation and Business Strategy AI will scope it with you — takes about two minutes.