Services
What each phase asks of you, what you decide at the end of it, and what stays yours if you stop there.
Strategy help for a business like yours usually arrives in one of two shapes: a big-firm engagement priced for a company ten times larger, or a generalist who leaves a slide deck and a handshake. Kosek Advisory Group is built for the businesses in between: big enough that decisions carry real weight and the room for a wrong one is thin, not yet big enough to keep a strategy department down the hall.
An engagement runs in three phases, and each one ends at a gate you control. This page is the ledger for those gates. The audit comes first because until it has run, neither of us can honestly say which build is the right one.
What you are committing to, phase by phase
Three paid phases, opened by a conversation that costs nothing. You can stop after any of them and keep what it produced.
Free consultation
One conversation, no charge
Before any of the three phases, there is a conversation that is not a pitch: you describe where the business is stuck, and we tell you plainly whether this is work we can help with, what it would take, and where the scope of an audit would start and stop. Some of those conversations end with a referral somewhere else. No charge either way, and no obligation to go further.
Strategic Audit
Three weeks, fixed scope
- What you decide at the end
- Whether the constraint the audit names is the one worth spending on next, and whether you run the 90-day plan with your own team or with us.
- What you keep
- Four written artifacts: the current-state audit, the options memo, the prioritized 90-day plan, and the capability baseline you can re-measure a year from now. Yours either way.
Tailored Capability Buildout
A fixed sprint, or two to three months
- What you decide at the end
- Which findings get built first, and how much of the work your team carries while we are still in the room to correct it.
- What you keep
- The rebuilt process, the documentation behind it, and a team that has already run it with us before we step back.
Examples of what a buildout covers
Operations streamlining
The most common finding an audit surfaces, and usually the one paying for itself first. We follow a process end to end, find where work waits, doubles back, or depends on one person's memory, and rebuild it around how the business runs now rather than how it ran at half the size. Billing and payment handling sit here more often than owners expect: the cash cycle is where friction shows up as real money.
Process reflow
Redraw a workflow whose steps accumulated one exception at a time, so ownership and sequence are explicit.
Tool integrations
Connect the systems your team already pays for, so the same number stops getting typed into three of them.
Multi-entity operations cleanup
Family-owned and multi-subsidiary businesses accumulate handoffs no one designed: work that falls between entities, decisions with no clear owner, communication that routes around the org chart instead of through it. We map how work and decisions actually move today, redesign the handoffs that buckle, and manage the change so it sticks. This fits owners heading into a transition, a sale, lender scrutiny, or simply outgrowing a structure that worked at half the size, and it ends with a documented operating model your team can run without you.
Branding and web presence
A site that reflects the business as it runs today gives someone comparing three firms online a real basis for choosing; without one, the decision falls to whatever is easiest to compare, which is usually price. We rebuild the site itself around what the business does now, on a component system the firm maintains rather than a template bought once and left to age. Speed and accessibility get measured rather than eyeballed, with the tooling Google publishes for exactly that, so the site still works on an older phone with one bar of signal and for someone using a screen reader. You own what we build.
Marketing proof
One marketing asset built to prove a specific claim: a launch page, a positioning refresh, a single high-stakes deliverable, scoped tight and shipped fast. The asset is the output of the strategy, not a commodity build, so positioning and message-to-market fit get validated before spend scales.
Recruiting & Selection
Hiring at this size scales further when it runs on a repeatable structure instead of instinct and a job post copied from the last one. We rebuild the role from the selection science up: the job architecture, the criteria that actually predict performance, and a structured process an Industrial and Organizational Psychology practitioner stands behind, every step traced to job-relatedness, documented, and authored by a named, credentialed professional. We do not promise a hire will survive a challenge. We make it a decision you can defend, on the record, before a board or before counsel.
See the process
Yours is scoped to what the audit finds, and it is rarely just one of these.
Fractional Strategy Retainer
Six-month minimum, no-fault first sixty days
- What you decide at the end
- Whether a standing thinking partner is worth its place, answered inside the first sixty days rather than at the end of the term.
- What you keep
- The operating systems and the record of the decisions, reasoning included. Ending the retainer takes none of it back.
The terms
Some businesses do not need a project; they need a senior thinking partner who already knows the context and can pressure-test the next decision before it is made. A set monthly cadence, reachable between sessions for decisions that cannot wait, building the operating systems that make the business less dependent on any one person, including you. Runs on a six-month minimum with a no-fault fit window in the first sixty days, so neither side stays locked into a fit that is not working.
Not sure where your business sits?
That is what the first conversation is for, and it costs nothing.