Welcome
Expert Guidance for Business Growth
Partnering with businesses at pivotal growth and transition moments.
Our Expertise
We help leadership teams clarify direction and put structure around how the company is run — so decisions, priorities, and execution consistently reinforce where the business is going.
Our role is senior and advisory in nature. We focus on judgment, alignment, and governance rather than day-to-day operations or functional execution.
Our SERVICES
Strategic Leadership
Strategic Leadership
Strategic Leadership
We work with leaders to clarify direction, surface real tradeoffs, and stay aligned as the company grows and evolves.
Effective Governance
Strategic Leadership
Strategic Leadership
We help leadership teams establish a cadence for decision-making, accountability, and review so the business moves from reactive to intentional.
Exit & Transaction
Strategic Leadership
Exit & Transaction
We support companies as they prepare for an eventual transaction — aligning strategy, metrics, governance, and leadership well before a process begins.
Our Engagement Process
- Fixed-fee advisory engagement
- Defined scope and cadence
- Senior-level review and judgment
- Not day-to-day operational management
- Additional work scoped as needed
OUr FAN CLUB!
One of our many fans...
Partnering with Batista Jackson was a turning point for our company. Stephanie brought a rare combination of strategic judgment and financial insight that helped us navigate a critical transition with clarity and confidence. She worked closely with leadership to strengthen how we understood and communicated our financial story, align priorities, and prepare the organization for increased scrutiny.
Rather than simply managing a transaction, she helped us run the business intentionally through the process — shaping the narrative for investors, identifying risks early, and ensuring leadership was aligned long before we entered the market. As a result, we were well-positioned and ultimately completed a successful sale to a top-tier private equity firm.
Her impact on SEARCH during this pivotal period cannot be overstated.
— Anne Stokes, President, SEARCH
aBOUT uS AND OUR POV
We bring more than 25 years of CFO and senior executive experience to each engagement, supporting founders, leadership teams, and boards through periods of growth, complexity, and transition. Our work is grounded in experience — helping leaders make sense of what matters most, navigate uncertainty, and move forward with discipline and intent.
Over time, this work has shaped a clear point of view about why companies tend to struggle at certain stages — and what actually helps.
Companies don’t struggle because leaders aren’t capable or committed. They struggle because complexity grows faster than structure, and decisions stop reinforcing direction. Our work is about helping leadership teams slow down the right decisions, align around what matters most, and build the discipline to follow through as the company evolves.
Contact
Let's Connect
If you’re navigating a meaningful transition and want senior level expertise to help you think clearly about what’s next, let’s talk.
