Signature Engagement
C.H.A.N.G.E. Decision Intensive
For CEOs, executive teams, owners, boards and family leadership groups facing a consequential, hard-to-reverse decision.
We won't make the decision for you. We'll help you structure it so it's sound, legitimate and carried out with care.
Decisions we're called into
- PE investment, recapitalization or exit preparation
- Sale of a family business
- Founder succession or transition to a professional CEO
- The exit of a long-tenured executive or family member
- Restructuring or a major cost program
- Acquisition, integration or divestiture
- Ethical, legal, cultural or reputational risk
- A parent-company mandate that conflicts with local priorities
The tensions we help you hold
Loyalty vs. performance
Legacy vs. liquidity
Speed vs. care
Growth vs. control
Transparency vs. confidentiality
Short-term earnings vs. long-term capability
Family harmony vs. governance discipline
Founder authority vs. professionalization
How the Intensive Works
Step 01
Decision intake and governance scan
Step 02
6–10 stakeholder interviews as appropriate
Step 03
Fact-base review (financial, legal, people, operational)
Step 04
Half- or full-day facilitated decision session (in person preferred)
Step 05
Follow-ups at about two and six weeks
Step 06
30- and 90-day evaluation
For a CEO alone, we run it as three 90-minute one-to-one sessions.
The Decision Day
Step
Output
Opening
Confidentiality, roles, decision process
C — Clarify the Inflection
Decision question and deadline
H — Hold the Tension
Tension map
A — Assess the Options
Options matrix with at least three options, including “wait”
Lunch
No decision talk
N — Name Non-Negotiables
Non-negotiables charter
G — Govern the Decision
Decision record and governance plan
E — Execute and Evaluate
Communication and evaluation plan
Built on the On Target Executive Framework™. See our methodology →
Sample non-negotiables
“Whatever we decide, we will speak directly with the people most affected before any broader announcement.”
“We will not misrepresent financial or operational facts.”
“We will provide transition support that preserves employee dignity.”
What you leave with
- Inflection statement and deadline
- Tension map
- Options matrix
- Non-negotiables charter
- Decision record
- Governance and escalation map
- Communication cascade
- 30- and 90-day evaluation plan
What we do and don't do
We protect the quality of the process. We don't replace legal counsel, financial advisers, tax professionals, mediators or the decision-maker.
When owners or family members dispute who holds final authority, we recommend a governance adviser or mediator rather than taking a side.
Investment
Investment shared on your clarity call · 2–6 weeks.
Questions
How fast can we start?+
Decision intake can usually begin within days of your clarity call, and the full intensive runs 2–6 weeks depending on your deadline.
Who should be in the room?+
The people who hold decision authority and those accountable for carrying it out — typically the CEO, key executives, owners or board members as appropriate.
Is this confidential?+
Yes. Interviews and session content stay confidential; confidentiality boundaries are agreed in writing at the start.