Alexan Advisory

Service Packages.

The right level of leadership for your business -  Whether you need a trusted advisor, hands-on operational support, or experienced part-time executive leadership, Alexan Advisory offers flexible engagement options tailored to your business priorities, challenges, and stage of growth.

One-time engagementBusiness Performance Assessment
Tier 1Executive AdvisorTier 2Operating PartnerTier 3Embedded ExecutiveTier 4Integrated Executive Leadership
One-time engagement

Business Performance Assessment

A one-time review of your operations, technology and leadership, with clear findings and recommended priorities.

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Book an assessment

What's included

  • Initial consultation to understand business objectives, challenges, and priorities
  • High-level review of financial and operational performance, including key business metrics
  • Assessment of operational efficiency, processes, costs, and productivity
  • Review of technology effectiveness, automation opportunities, and investment priorities
  • Evaluation of management practices, organizational accountability, and execution capabilities
  • Identification of key performance gaps, risks, and improvement opportunities
  • Prioritized recommendations based on business impact, implementation effort, and urgency
  • Practical 90-day action roadmap with suggested priorities and success measures
  • Executive findings report and presentation to the founder or CEO
Tier 1

Executive Advisor

Trusted executive guidance to help founders and CEOs navigate challenges, set strategic priorities, and make confident business decisions.

What's included

  • Monthly one-on-one advisory sessions with the founder or CEO
  • Strategic guidance on business challenges, growth opportunities, and key decisions
  • Review of business performance, priorities, and selected KPIs
  • Leadership coaching and confidential executive sounding-board support
  • Practical recommendations and agreed next steps after each session
  • Limited email or telephone support between scheduled meetings

Typical engagement

  • 2–8 hours per month, three-month initial term

Best for

Owners and CEOs who need experienced strategic guidance but can manage execution internally.

Tier 2

Operating Partner

Hands-on support to improve productivity, reduce costs, and strengthen business performance through better processes, KPIs, and management accountability.

What's included

  • Everything in Business Performance Assessment and Executive Advisor Package, plus:
  • Identification of cost savings, productivity improvements, and process bottlenecks
  • Development or refinement of key performance indicators and management dashboards
  • Regular working sessions with the owner and selected managers
  • Support implementing process improvements and accountability structures
  • Monthly performance reviews and progress tracking

Typical engagement

  • 2–3 days per month, three-month initial term

Best for

SMBs seeking measurable improvements in productivity, profitability, and operational execution

Tier 3

Embedded Executive

Hands-on, part-time executive leadership to drive operational improvements, lead strategic initiatives, strengthen team accountability, and deliver measurable business results.

What's included

  • Everything in Operating Partner Package, adapted to the selected executive function, plus:
  • Dedicated part-time COO or CIO/CTO leadership
  • Active participation in management and leadership meetings
  • Direct responsibility for agreed operational or technology priorities
  • Leadership of key improvement initiatives and business transformation projects
  • Management coaching, organizational accountability, and performance oversight
  • Technology strategy, AI/automation initiatives, or operational optimization as appropriate
  • Vendor, project, and resource oversight within the agreed mandate
  • Monthly executive performance reporting and quarterly strategic reviews

Typical engagement

  • 4–6 days per month, three-month initial term

Best for

Growing SMBs that need an experienced executive actively leading a critical function without a full-time hire.

Tier 4

Integrated Executive Leadership

Integrated operations and technology leadership to reduce costs, improve productivity, and accelerate business growth through digital transformation, AI, and automation.

What's included

  • Everything in Embedded Executive Package, plus:
  • Comprehensive assessment of operations, technology, and organizational capabilities
  • Integrated business improvement and technology modernization roadmap
  • Leadership of cross-functional transformation initiatives
  • Cost optimization, process redesign, and productivity improvement programs
  • AI, automation, systems modernization, and technology investment oversight
  • Development of management KPIs, dashboards, and execution governance
  • Coaching and development of the internal leadership team
  • Regular executive steering meetings, performance reporting, and strategic reviews
  • Coordinated management of agreed priorities, resources, and external partners

Typical engagement

  • 6+ days per month, six-month initial term

Best for

Established or rapidly growing SMBs needing coordinated operational and technology leadership to support significant change.

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