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05Service

CEO & Board Advisory

An experienced operator at the CEO’s side, before the big calls are made rather than after they land.

CEO and board advisory is a standing counsel relationship: I am the operator a CEO, founder or board thinks with before an operating decision hardens. It is deliberately not a seat. I do not act as a fractional CEO, I do not hold executive authority, and I do not vote — the company remains yours to run. What I supply is the thing that is scarce at the top of every organisation: an experienced, independent operating view from someone with no position to defend in your org chart. Counsel before the decision, a written read where it helps, and a standard of operating reporting your board and investors can actually rely on.

The counsel is worth what the evidence behind it is worth. Mine comes from nineteen years inside operations at scale — most recently as Senior Director, Business Excellence at Publicis Groupe, working across 500+ clients, teams of more than 2,000 people and upwards of USD 750 million in annual media spend. That work was routinely board- and investor-facing: preparing the operating view, presenting it, and defending it under questioning. I have run quality from 95% to 99% across 2,000+ campaigns, compressed a billing cycle from roughly two months to fifteen days across 75 entities, and built the reporting that made both defensible. That is the operating base the advice draws on.

The shape is simple. A standing cadence of working sessions — usually fortnightly or monthly — plus access between them when a decision cannot wait. Some sessions are open-agenda: whatever is on your desk that week. Others are structured around a specific call — an operating plan to second-opinion, a restructure to test, a board meeting to prepare. When the question is significant I put the read in writing, because writing forces clarity and gives you something to return to when the pressure arrives. The engagement carries no politics and no empire: my only stake is whether the advice survives contact with reality.

01The problem

A CEO’s hardest decisions are taken alone. Everyone in the room reports to them, owns a budget, or is defending a position — so the advice arrives pre-shaped by interest. Boards see a curated narrative rather than an operating read. Investor meetings consume weeks of scramble because the numbers were never built to be examined. And the big operating calls — a restructure, a market entry, a key hire — harden into commitments before anyone with real operating scars has pressure-tested them. By then, advice is expensive and mostly useless.

02Signs you need this

When this is the right call.

  • 01

    Every adviser in the room has a stake in the answer

  • 02

    Big operating calls harden before anyone pressure-tests them

  • 03

    Board meetings run on narrative because the numbers invite questions

  • 04

    Investor meetings take weeks of scramble to prepare

  • 05

    You are the most senior operator in every room you sit in

  • 06

    Operating plans get approved, but never independently read

03The method

How the work goes.

  1. 01

    Establish the operating picture

    The first weeks build an independent view: the numbers as they actually are, the operating model as it actually runs, and the two or three constraints that genuinely bind. Counsel given without this picture is just opinion. I do the work up front to make sure mine is not.

  2. 02

    Hold the counsel cadence

    A standing rhythm of working sessions, fortnightly or monthly, with access between them when something cannot wait. The agenda belongs to you — the decisions actually on your desk — and the sessions stay confidential, candid and free of anyone else’s interest. It is a thinking room, not a status meeting.

  3. 03

    Support the big calls

    When a major decision approaches — a restructure, a market entry, a pricing change, a key executive hire — I work it properly: the options, the operating consequences of each, and a written recommendation you can hold against reality later. The call gets tested before it hardens, not defended after it lands.

  4. 04

    Raise the reporting discipline

    Board packs and investor updates built to be examined: a small, honest scorecard, an operating narrative that matches the numbers, and preparation for the questions that will actually be asked. The aim is a board that trusts what it reads — and a CEO who walks into every meeting already tested.

04In depth

What this work really involves.

What a CEO actually uses this for

The sessions fill with real decisions, not theory. A reorganisation that looks clean on paper — tested against how the work actually flows before the announcement is drafted. An operating plan the leadership team believes in — read by someone who has watched plans like it fail, with the three assumptions that deserve pressure marked in the margin. A key hire weighed against what the role actually needs rather than what the last incumbent looked like. A number that is drifting, and a CEO who wants a second read before deciding whether it is noise. And, regularly, the quieter use: saying a decision out loud to someone who has no stake in it, and hearing where it bends. That last one is worth more than most CEOs expect.

Not a fractional CEO — and why the line matters

Let me draw the line clearly, because the market blurs it. I do not take the CEO seat, part-time or otherwise. I do not hold authority, sign decisions, or stand in for you with your team. The moment an advisor starts acting as a shadow chief executive, two damaging things happen: accountability splits, and the advice stops being independent — because the advisor now has a position to defend. The value of counsel is precisely that it carries no seat. You get a read that is free to be wrong in your favour: nothing I recommend advances my standing in your company. If what you actually need is an executive inside the operation with authority and ownership, that is a different engagement — a fractional or interim COO — and I will say so.

A second opinion with evidence behind it

Opinions are the cheapest commodity at board level. Everyone has a view on the operating plan; almost nobody in the room has run operations at scale. The second opinion I give is different in kind, not degree: it is pattern recognition built on nineteen years of watching operating models hold or fail under load — across 500+ clients, in teams of thousands, under budgets large enough that error was expensive. When I say a delivery projection is optimistic, it is because I have seen where that specific optimism breaks. When I say a quality claim will not survive scrutiny, it is because I spent years building the scrutiny. Counsel of that kind does not replace your judgement. It gives your judgement something solid to push against before the money is committed.

Preparing for the board and the investors

Most investor-meeting scramble is self-inflicted: the numbers were assembled for the meeting rather than produced by the operating rhythm, so every question is a small emergency. I fix both halves. First, the artefact — a board pack built around a small, defensible scorecard, where every number has one definition and the narrative matches the data instead of decorating it. Second, the preparation — walking the CEO through the questions this board, with these concerns, will actually ask, and pressure-testing the answers before someone with a term sheet does. This is work I have done for years from inside large operating engagements: preparing the operating view for boards and investors and defending it under questioning. A CEO who walks in with numbers that reconcile and answers that have already survived one hostile read is a different presence in the room.

The independence is the product

Every other voice a CEO hears is attached to an interest. Executives are defending teams and budgets. Bankers are paid on the transaction. Consultants are positioning for the next phase of work. Even the board, whose duty is to the company, sees the operation through the reporting it is given. A standing advisor with no seat, no equity to protect and no team to grow is structurally different: the only asset I hold in your company is the reliability of my read. That independence is not a pleasant property of the service — it is the service. It is why the counsel comes with a flat retainer and a narrow scope: advice, not a pipeline. If a decision ever points toward deeper operating work — mine or anyone else’s — I will say so plainly and let you weigh it with clear eyes.

How boards use the same counsel

Boards and investors face the mirror image of the CEO’s problem: they must judge an operation they cannot see directly, through reporting they did not build. I advise in that direction too — as an independent operating read for a board or an investor who needs one, not as a board member. The typical questions: is this operating plan achievable or aspirational; is the quality story real or presented; why does cash behave differently from the P&L; what should we actually worry about in the next two quarters. The answer arrives as a short written assessment in plain language, scored against evidence rather than against management’s framing. Where both sides agree, I can serve as a standing translator between the board’s questions and the operation’s reality — a role that lowers the temperature of every review meeting.

When advisory is the wrong tool

Counsel has limits, and pretending otherwise would cost us both. If the operating model itself is broken — no cadence, no trusted numbers, quality held together by heroics — advice will not fix it; someone has to build, and that is fractional COO work. If the seat is empty and delivery is wobbling now, you need interim cover, not a fortnightly conversation. If the real problem is a CEO who wants validation rather than a read, the engagement will fail politely and slowly, and I would rather decline it. Advisory earns its fee in one specific situation: a capable chief executive facing decisions heavy enough to deserve a second operating mind, in a company whose machinery basically works. If that is not your situation, I will point you at what is.

05What it looks like

What an engagement looks like

  • A standing counsel cadence — fortnightly or monthly working sessions
  • Access between sessions when a decision cannot wait
  • Written operating reads on the calls that carry real weight
  • A flat monthly retainer — advisory only, no seat and no authority

Outcomes

  • Big decisions tested before they harden into commitments
  • A board pack the board actually trusts — and questions less
  • Investor meetings prepared in days rather than weeks
  • An independent operating view with no interest of its own

Questions

Common questions.

A standing counsel relationship with an experienced operator: someone a CEO or founder thinks with before operating decisions harden. In practice it is a fixed cadence of confidential working sessions, access between them when something cannot wait, written reads on the decisions that carry real weight, and help raising board and investor reporting to a standard that survives questioning. It differs from consulting in shape — there is no project and no deck — and from coaching in substance: the work is the decision itself, not the CEO’s development. The value is a second operating mind with evidence behind it and no stake in your org chart.

No, and the distinction is deliberate. A fractional CEO takes the chief executive’s seat part-time — holding authority, leading the team, accountable for the company. I do not take that seat, in any fraction. I advise the person in it: CEOs, founders and boards, on operations. The reason is design, not modesty. Counsel is only worth having if it is independent, and independence dies the moment the advisor holds a position in the structure. If your company genuinely needs an executive in a seat, the honest routes are a fractional COO, an interim COO or a permanent hire — not an advisor pretending to be one.

Authority and ownership. As a fractional COO I sit inside the leadership team, hold operating authority, chair the reviews and stay accountable for whether the operating model holds — an executive role, supplied part-time. As an advisor I hold no authority at all: I inform your decisions rather than make them, and I never stand between you and your team. The advisory is lighter, purely counsel, and priced accordingly. The two can be sequenced — advisory sometimes surfaces build work that justifies an operating engagement, and a completed engagement sometimes tapers into standing counsel — but at any given moment the role is one or the other, stated plainly.

A coach works on you — your leadership, your patterns, your growth. I work on the decision — the restructure, the plan, the hire, the number that is drifting. The distinction shows up in the session itself: a coach asks questions to develop your thinking; I bring an operating view of my own, formed from the evidence, and argue it. Both are legitimate; they are simply different instruments. Many CEOs keep both, and they do not collide — the coach makes you a better decision-maker over time, while I help make this quarter’s specific decisions better. If what you mainly need is development rather than counsel, a coach is the right spend.

A standing session every two or four weeks, sized to the weight of what is on your desk — sixty to ninety minutes, confidential, agenda owned by you. Between sessions you have direct access when a decision cannot wait; standing counsel that is unavailable in the exact week it matters is theatre. Around board meetings and investor events the rhythm flexes: pack review, question preparation, a dry run where it earns its place. And when a genuinely major call approaches, we treat it as a piece of work rather than a conversation — options laid out, consequences traced, a written recommendation you can hold against reality afterwards.

Yes, in the advisory sense. I prepare CEOs for board and investor meetings, help build the operating section of the pack, and — where the company wants it — give the board an independent read on the operating plan or on a specific concern. Years of my executive work were board- and investor-facing: assembling the operating view, presenting it, and defending it under questioning at global scale. What I do not do is take a board seat or act as a director. The role stays advisory on both sides of the table, which is exactly what lets each side trust the read.

Bluntly: the engagement does not work without it. CEOs bring me the things they cannot say in their own leadership meetings — doubts about a plan, a hire that is not working, a number that worries them. Everything inside the counsel stays inside it, under NDA where the company prefers the formality. Where I advise both a CEO and their board, the contracting is explicit up front about what flows in each direction, because trust that has to be negotiated after the fact is already damaged. I also do not trade in other clients’ situations — a discretion you should demand from anyone in this role.

A flat monthly retainer, scaled to cadence and access — materially lighter than a fractional COO engagement because the time commitment is lighter, and never billed by the hour, because metered counsel changes what people ask. The retainer covers the standing sessions, between-session access and the written reads; board-cycle support is scoped in from the start rather than surprising you later. Against the alternatives — a consulting study for each big decision, or the cost of one major operating call that hardened untested — a standing advisor is modest money. Most CEOs know within the first quarter whether the counsel pays; the retainer runs month to month partly so that judgement stays easy to act on.

Apply four filters. First, operating evidence: have they actually run operations at scale, with numbers they can show — or is the counsel built on frameworks? Second, independence: no seat, no equity angle and no services pipeline the advice conveniently feeds. Third, writing: an advisor who will put a recommendation in writing is accepting accountability; one who only talks is not. Fourth, the willingness to disagree with you in the room — ask their references when it last happened. The best CEO advisor for you is the one who clears all four and whose scars match the decisions you are facing; the label matters far less than the filters.

Nineteen years inside operations at scale, most recently as Senior Director, Business Excellence at Publicis Groupe — 500+ clients, teams of more than 2,000 people, and upwards of USD 750 million in annual media spend, for brands including Disney, Samsung, Adobe and P&G. The results are specific: quality lifted from 95% to 99% across 2,000+ campaigns and 450 clients; a billing cycle compressed from roughly two months to fifteen days across 75 entities; a QA framework that protected more than USD 20 million in client billings. Advisory is the same discipline applied earlier in the decision — the counsel draws on what the operating work proved.