Offers

Every offer is a fixed fee, set from the value at stake and the scope, and discussed on a call. One number, agreed before work starts. I do not bill by the hour. You carry no overrun risk. Every proposal shows the fee next to the value I am targeting, at least ten times the fee.

For the CEO and the Board

Decision Review

One high-stakes decision on your desk: replace or keep a core system, roll out AI in a function, reorganize, integrate an acquisition’s operations. Every option priced on the same cost lines, the numbers that would change the answer, and a Board-ready readout. This is full senior work on one decision, not a sampler.

Enterprise Alignment Assessment

The flagship. The four steps of the method, the Board stage gate, the Actionable Plan, and your live value dashboard. For a company with a Board, a CEO and a strategic plan that the enterprise no longer fits. For a public company or a global enterprise, scoped to one division or one domain.

Alignment Plan only

You already hold an assessment. I re-test its key findings, then turn it into a priced, owned, sequenced plan.

Strategy Seat

A non-voting seat with the Board. Four Board or executive-committee sessions a year with a written pre-read, a Decision Review, refreshed Alignment Map and Exposure Register, and a one-page note after each session. An Audit Committee version focuses on AI, controls and risk. I give the Board independent strategy input. I do not manage the company and hold no director or officer role, no vote and no fiduciary duty.

For the executive team

Leadership Workshop

A decision session for the Board or executive team. Formats: Same Page; AI Risk and Readiness; Use What You Pay For; Manager to Leader. You leave with a decision log and an owned action list.

Implementation Oversight

You have a funded program: ERP, AI, integration, a data platform. I take the owner’s side of the table. Steering seat, challenge of the vendor’s plan and change requests, a monthly test against the baseline, a written escalation when a control fails. I sell no software and take no commissions from vendors or implementers.

Monitoring + Prove-It Retainer

Your dashboard kept live and your milestones checked against the original numbers, with drift alerts, a Closing Review and direct access for the CEO and the Board chair. Offered on work I did not implement, so the one who proves it is not the one who built it.

For PE firms and portfolio companies

Operational Readiness Read

For one acquisition target. The readiness of its people, process, software and AI, and a priced first-100-day operating plan. I give no view on whether to buy or sell or at what price. No fee depends on a deal closing.

Portfolio Program

One method, one portfolio dashboard, one quarterly check per company, across a sponsor’s portfolio. Each company’s dashboard runs in that company’s own systems. This work covers portfolio-company operations only.

Training that raises employee value

AI-CYA team training lifts output per employee and shortens time to proficiency, with an adoption target measured on your dashboard. It is my own training line. I propose it inside a plan only where it serves an employee-capacity goal, and I say in writing that I have an interest.

AI-CYA teams →

What I do not do

I sell no third-party software and take no commissions.
I give no investment, legal, tax or accounting advice. Your own counsel, CPA and licensed advisers do that.
I do not advise on buying or selling securities, companies or fund interests, or on valuations.
I do not audit or issue assurance opinions.
I do not bill by the hour, and no fee depends on a transaction.

Where I start

Most engagements start with a Decision Review or an Assessment. Tell me the decision on your desk and the date it is due.

Book a call

Jacob Pearson provides management consulting and training on the operations of organizations: people, process, software and AI. He is not a registered investment adviser, broker-dealer, CPA firm or law firm. Nothing on this site or in any proposal, deck, report, dashboard, newsletter or course is investment, legal, tax or accounting advice; an offer or solicitation of securities; a recommendation to buy, sell or hold any security, fund interest or asset; a valuation or fairness opinion; or an audit, review or attest opinion. No fee is contingent on a transaction, a capital raise or a valuation; any variable fee is tied only to operating value measured under a written attribution rule. Where Jacob has an interest in a product or service he discusses, he says so in writing. Example companies and case studies shown are made up. Targets and dashboard values are measured under a written attribution rule and are not guarantees of results. Talk to your own counsel, CPA and licensed adviser about legal, tax, accounting and investment matters.