Board Advisory and Support / Execute as One Team
Strategic support for owners and boards of private companies
Board-ready strategy, governance of the plan, and the succession and value-building conversations that are easy to postpone and expensive to skip.
Private company boards carry a heavy load with thin support. Owners want growth and a return. Management wants room to run the business. The board needs a clear view of strategy and the right questions to ask.
Optimize gives owners and boards an independent strategic voice. We turn the strategic plan into a board-ready update, build the dashboard the board governs against, and help the room focus on the few decisions that drive enterprise value.
For owners without a formal board, we help design an advisory board that fits the company’s stage and goals, then support it in its first year.
What board advisory covers
Board-ready strategy
A concise strategy update the board can read in ten minutes and govern for a year.
Governance of the plan
Quarterly reviews of priorities and KPIs, so the plan stays on the agenda.
Advisory board design
Composition, charter, meeting rhythm and the outside expertise worth recruiting.
Succession
Leadership transition planning for owners and key roles, started years before it is urgent.
Value building
The levers that move valuation: recurring revenue, margin, customer concentration and documented processes.
Owner alignment
Shared goals among owners on growth, risk, distributions and timing.
Related services
Free tool
Give your board a scorecard
The KPI Builder drafts a 15-metric balanced scorecard for your industry and priorities in about three minutes.
Try the KPI BuilderCommon questions
Does a private company need a board of advisors?
Not always, but owners who want to grow, bring in capital or prepare for a transition get more from an advisory board or an outside strategic voice in board meetings. We help decide which structure fits.
What does board-ready strategy mean?
A short, evidence-backed strategy update the board can govern: the priorities, the KPIs that show whether they are working, and the decisions the board needs to make next.
Do you help with succession and exit planning?
Yes. We help owners and boards frame succession, leadership transition and value-building decisions, and work alongside the owner's attorneys, CPAs and bankers.
Give your board a strategy it can govern.