An experienced executive in your corner, all year.
Every CEO reaches the same place: the numbers are in front of you, and the decision is still yours. The Executive Partnership puts someone beside you who has run the organization, read the numbers and sat through the board meeting. Not a vendor. Not an analyst. A peer.
One partnership, for you and your board.
Hands-on executive consulting, data analysis and the Executive Visibility Platform, combined in a single annual partnership. Every year includes all of it.
Executive Analysis
Your starting point: a full review of your financials, membership data, KPIs, budget and strategic plan, through an experienced CEO and executive lens.
Annual Board Presentation
We present to your board each year on financial performance, membership, progress and opportunities, and answer their questions.
Executive Visibility Platform
The Executive Overview, Highlights, Monthly Scorecard and board briefings, plus every new report and upgrade we release during the year.
Retention Analysis & Modeling
Ongoing analysis of retention by count and by dollars, cohort by cohort, and where to improve.
Renewal & Budget Forecasting
Renewal and revenue forecasts, with sensitivity analysis to support your annual budget.
Executive Data Analysis & Consulting
Ongoing access to an experienced executive, all year, turning your data into executive and board decisions.
AI finds the data. Experience finds what matters.
Anyone can access AI. The challenge is knowing which numbers matter, checking them against financial reality and turning them into action. That’s judgment, and judgment is what separates a report from a decision.
AI accelerates the analysis
We use leading AI technologies to process, organize and surface insights from your data.
Executive expertise provides context
Experienced operators identify the measures that matter most and validate findings against real business performance.
You get decisions, not data
Clear priorities, board-ready reporting and practical recommendations, in plain English.
Software provides visibility. AI provides intelligence. People provide judgment.
The answers every CEO and board wants.
Nearly every leadership team we walk through this finds something they were certain of that turned out not to be true.
Which members and programs make money?
Profitability by member, tier, program and location.
What is our real retention?
By count and by dollars, cohort by cohort.
Will renewals cover next year’s budget?
Renewal and revenue forecasts, with sensitivity analysis for budgeting.
How much of our market do we serve?
Market share by area, against the market size you set.
Are we too dependent on one event or sponsor?
Revenue mix, and what members buy beyond dues.
How much cushion do we really have?
Cash on hand, months of reserves and the trend behind them.
The analysis doesn’t go stale. It updates itself.
Most consulting ends with a report that’s out of date within months. Next year, you pay to do it again.
- ✕A one-time report. Out of date within months.
- ✕Pay again next year. To redo the same analysis.
- ✕Staff pull the data by hand. Again, every time.
- ✕The board sees it once. Then it sits in a binder.
- ✓Findings stay live. In your Executive Visibility Platform, connected to QuickBooks and your membership system.
- ✓Refreshed automatically. With no one rebuilding anything.
- ✓An experienced executive on call. Ongoing analysis and consulting, all year.
- ✓Back in front of your board. An annual board presentation, every year.
You don’t have to start with software.
Most relationships run the full partnership. Some begin with a single leadership need, and that is a perfectly good place to start.
Strategic planning
Clarify direction and translate it into measurable priorities.
Board facilitation
Run the session, sharpen the conversation, build board confidence.
KPI development
Define what matters and agree on how each measure is calculated.
Executive advisory
A trusted sounding board for the decisions without easy answers.
Reporting strategy
Rebuild what leadership and the board actually see each month.
Every engagement has to be worth it on its own.
We never treat advisory work as a way to sell software. A planning session, a board retreat or a KPI project has to create meaningful standalone value. When ongoing visibility would strengthen execution and accountability, the platform becomes a natural extension. An extension, never a prerequisite.
Tell us what you can’t see today.
Fifteen minutes. Tell us what decision you’re trying to make and what you can’t see today. We’ll give you an honest read on where to start.