PRIVATE EXECUTIVE ADVISORY

The questions
you can’t
ask anyone
around
you.

A private counsel relationship for executives who are still succeeding — and quietly wondering if they should be doing something different.

“The board doesn’t know. Your team doesn’t know. But you’ve been carrying this question for months.
That’s exactly where this conversation begins.”


i. You are still performing at a high level - this
isn’t crisis coaching


ii. You want market intelligence, not motivation
— what would a move actually yield?


iii. You need a thinking partner with no agenda,
no placement fee, and no conflict


iv. You are building a deliberate next chapter —
not reacting to circumstance

“Stay if you should stay. Move if you should move. We have no stake in the answer.”

IMPACT NARRATIVE - PRIVATE ADVISORY

WHO THIS IS FOR

You are at an inflection point. You just haven’t named it yet.

This is not for executives in crisis. It’s for executives at the edge of something — and wanting to navigate it on their terms, before the market decides for them.

The Quietly Restless CEO

Two or three years into a role that’s gone sideways — or simply run its course. Performing well. Asking privately whether this is still the right platform.

iv.

The Executive Taking a Call

A search form is reaching out. Maybe multiple. You are not sure if you should engage — and if you do, what you actually want on the other side..

v.

The Deliberate Architect

Senior enough to choose what’s next rather than just respond to it. Building toward board seats, advisory roles, or fractional practice — with intention, not urgency.

vi.

The Intentional Bookend

Approaching the decade where the work you take on defines your legacy you leave. Board composition, advisory equity, and the right final chapter deserve deliberate strategy.

The PE-Backed Operator

Between portfolio companies or approaching the end of a hold period. Wanting to understand the full landscape of what’s available — before committing to the next sponsor.

ii.

i.

The Transformation Leader

Youve led the hardest kind of work — enterprise change, organizational rebuilding, growth under pressure. Now you want to tell that story to an audience that will value it.

iii.

Private
counsel.
Not a coaching program.

THE ENGAGEMENT

This is a retainer relationship — ongoing, confidential, and structured around the questions you are actually carrying. There is no defined endpoint. There is no playbook. There is a trusted advisor with 18 years of intelligence from both sides of the executive search table.

—————————————————————————

01

What would a move actually yield — in comp, scope, platform, and trajectory? We can tell you, because we ran those searches.

MARKET INTELLIGENCE

—————————————————————————

02

How the market sees your profile today — and how to shape the story before you need it.
Proactive, not reactive.


NARRATIVE POSITIONING

—————————————————————————

03

A thinking partner for the decisions too consequential for your board, your team, or even your spouse to hold with you objectively.

DECISION ARCHITECTURE

—————————————————————————

04

SEARCH NAVIGATION

When you are ready to explore — managing search firm relationships, evaluating opportunities, and negotiating outcomes with someone who knows the other side.

—————————————————————————

05

BOARD & PORTFOLIO STRATEGY

Positioning for board seats, advisory equity, and portfolio company roles — built over months, not assembled in a panic after a departure.

THE INVESTMENT

Monthly retainer.
No placement fee. No conflict.

We don’t take placement fees. We don’t earn more if you move. This is what makes the counsel honest.

.

.

“The retainer model exists because the right answer
— stay or go — should
never be influenced by
what pays the advisor”

.

.

Advisory Retainer

ONGOING - NO FIXED TERM

Monthly counsel relationship — market intelligence, narrative work, decision support, and search negotiation on a rolling basis. Pause or exit at any time.

Strategic Partner

6-MONTH COMMITMENT

Deep engagement — ongoing work, active search navigation, board strategy, offer negotiation, and onboarding support. Full access, full attention.

$3K

per month

Encore Counsel

12-MONTH - PORTFOLIO FOCUS

For executives building board portfolio, advisory practice, or fractional platform over a deliberate 12-month arc. Long-horizon, light-touch cadence.

$2K

per month

$2K

per month

WHY THIS IS DIFFERENT

How We Work

Three things no one else
in this space can offer you.

The Other side of
the Table

We’ve run searches for organizations exactly
like the ones you are considering. We know
what their committees are looking for, what
concerns them, and what they will pay.
That’s not coaching — it’s intelligence.

O1

No Placement
Incentive

Search firms make money when you move.
Career coaches often do too. We don’t. Our
retainer is the same whether you stay, move,
or spend twelve months just thinking. That
neutrality is rare.



O2

Attract

Narrative is the ultimate talent magnet.

Your story is your strongest recruiter. The people leaders who define the future of the impact community aren’t bought — they are inspired. We help you shape the narrative that brings the best to your door.


LEARN MORE

O3

15+

YEARS IN EXECUTIVE SEARCH

100%

NARRATIVE-FIRST METHODOLOGY

1ST

PEOPLE SEARCH FIRM BUILT FOR THE IMPACT ECONOMY

What Clients Say

"

Dana is easily the finest executive search professional I have ever worked with; I've worked with dozens over the years, so I don't say this lightly — he's the best I've ever known.

Executive Director
Nonprofit Healthcare Organization

. . .

. . .

. . .

Your next chapter might already be in motion.

We maintain a running network of the most exceptional people leaders in impact economy. The right opportunity has a way of finding the right person — but only if we know your story.

For the People Leader

Ready to Begin

Your culture is your competitive advantage.

Let's find the People Leader who protects it, builds it, and takes it further than you imagined.