THE ADVISORY OPINION
Before You Commit, Get an Independent Second Opinion.
A focused, written professional assessment of a consequential business decision, opportunity, project, or proposed course of action.
Executives routinely consult specialists. Entrepreneurs and smaller business owners often make equally consequential decisions with fewer independent voices at the table.
The Advisory Opinion gives a decision-maker the benefit of an experienced, external perspective before committing substantial time, money, relationships, or reputation.
WHEN IT MAY BE VALUABLE
When an Advisory Opinion May Be Valuable
Entering a business partnership
Evaluating a proposed investment or venture
Launching a new business initiative
Considering an important contract or commercial opportunity
Assessing a new market or strategic direction
Evaluating a sensitive business choice before proceeding
THE DELIVERABLE
What You Receive
The central deliverable is a written assessment tailored to the assignment. It identifies the central proposition, material assumptions, apparent strengths and weaknesses, strategic risks, unanswered questions, practical alternatives where relevant, and considerations that should inform the decision.
The scope, level of review, delivery schedule, and any follow-up discussion are agreed upon before the engagement begins.
THE PROCESS
A Simple, Defined Process.
01
Describe the Decision
Share the decision and supply the agreed background materials so the assessment can be properly scoped.
02
Receive an Experienced Assessment
An experienced review of the relevant considerations, risks, assumptions, and alternatives.
03
Review and Determine Next Steps
Review the findings and determine the appropriate course of action with the benefit of an independent perspective.
HOW THE SERVICES DIFFER
Understanding the Distinction.
Each service from The Advisory Counsel addresses a different kind of need.
The Advisory Opinion
Addresses one defined decision or opportunity. A focused, written assessment before you commit.
The Hoffman 7Rs Assessment
Addresses an organization's broader performance and exposure across seven connected dimensions.
Special Situations Counsel
Addresses complex or evolving matters requiring a tailored, ongoing engagement.
AN IMPORTANT CLARIFICATION
Not a Substitute for Regulated Professional Advice.
The Advisory Opinion is a strategic advisory service. It is not a substitute for legal, accounting, investment, or other regulated professional advice where such advice is required.
Where legal counsel is required, engage qualified legal counsel.
Where accounting or financial advice is required, engage a qualified accountant or financial advisor.
Where investment advice is required, engage a registered investment advisor.
The Advisory Opinion is designed to complement the work of existing professional advisors, not to replace them.
BEGIN
Ready for an Independent Perspective?
Describe the decision you are facing and we will determine whether an Advisory Opinion is the right fit.