Insights to act,
for owners from owners.
Since our founding, we have complemented our real estate development work with advisory services to help leaders of nonprofits, governments, and real estate-related firms (e.g. HVAC, landscaping, brokerage, construction) tackle complex, multi-disciplinary challenges.
We use candor and collaboration to drive tangible progress.
Our services range from innovative budgeting techniques for nonprofits to multi-dimensional capital planning for governments to bet-the-company strategic pivots for billion-dollar corporations.
This is the same work we have done and continue to do ourselves, many times over, as principles owning outcomes in our own companies and our own projects.
We bring this ownership mentality, as well as the experience and expertise of our extensive network, to deliver actionable insights.
What we do
Strategic Execution and Facilitation: honing your strategy with you to design actions you can take
today with results you can measure tomorrow.
Whether in a 30-minute phone call or a half-day off-site, we are adept at assessing and
navigating organizational dynamics that may be getting in the way.
We use highly effective meeting facilitation approaches and process mapping to move
past pretense or politics to objective outcomes.
Financial and Transactional Advisory: partnering with you to reveal elusive financial
insights and demystify complex situations.
We are teachers at heart (and at Harvard), so we explain and train along the way,
ensuring our deliverable is your starting point.
As advisors, we have guided municipal and nonprofit leaders through financial
management improvement, budget analysis, capital planning, and even roll-up-the-
sleeves activity-based costing.
As executives, we have evaluated, acquired, integrated, managed, restructured, turned
around, and even sold literally hundreds of companies – developing concrete best
practices along the way.
Real Estate and Market Intelligence: providing thorough, thoughtful, and
comprehensive analysis with an owner’s lens.
Our clients have come to appreciate our practical property and portfolio analysis,
including underwriting, financing strategy, GIS/spatial analysis, and market research.
We apply this discipline every day to our own portfolio—and have done the same in an
advisory capacity for some of the world’s largest property owners.
What we don't do
We are not the right firm to revamp your mission statement for the tenth time, rebrand a
failing product, or navel gaze with you about your problems.
We do not want to burrow our way into your organization and get comfortable by
regurgitating quick and clever catchphrases or producing voluminous slide decks.
If you choose to work with us, we will listen closely, orient ourselves quickly, and work
efficiently to diagnose and deliver.
What we charge (and when we don't):
We value our time and the time of our clients.
We typically work on an hourly or daily rate basis.
Our standard pricing was developed for enterprise clients and large investment firms.
We offer reduced rates for middle-market real estate-related firms and mid-sized investment funds, representing a one-third reduction for clients with annual revenue or assets under management of less than $100 million. For nonprofit, government, and select emerging leader clients, we reduce our rates by two-thirds (and even to zero for our btcREconnect service), ensuring fees are not a barrier between us and those we may benefit most.
btcREconnect:
Possibly our favorite client service is delivered through our powerful and uniquely structured convenings, designed to tackle shared challenges and to develop nascent opportunities.
We refer to this offering as btcREconnect, through which we humbly (though actively) facilitate hands-on, small-group workshops that are carefully structured for peers to both contribute to and learn from one another.
REconnections are practical, focused, and action-oriented. “What action will you take this afternoon as a result of the work we did this morning?” We work to ensure that accountability extends beyond the sessions themselves.
We are mission-driven in word and deed. For curated groups of nonprofit and government leaders, we donate our services and meeting space for REconnections.