Thinking about turning your professional expertise into a consulting practice?

You don’t have to have it all figured out to get started

Maybe you’ve spent years inside a company, firm, or institution. Maybe you’re nearing retirement, or simply feeling the pull to work on your own terms. You have professional expertise, a strong reputation, and people already come to you for advice, but the idea of “turning it into a practice” still feels abstract.

You might not know what services you’d offer, who exactly you’d serve, or whether anyone would actually pay for it. You might just have a curiosity, a tug of interest, or a sense that you’re not done contributing yet. That’s more than enough to start.

Where new firms and independents get stuck

For many future founders, fractionals, and independent advisors, the hardest part isn’t forming an LLC or building a website. It’s answering a few deceptively simple questions:

  • What, exactly, am I offering. What won’t I offer?

  • Who is my service for, and how do they talk about their challenges?

  • How can I express my value so it resonates in my field, but do so without sounding like everyone else?

  • What does “good enough to launch” look like?

Left unanswered, these questions turn into procrastination. Months or years go by while the idea of a practice lives in the background, but never quite gets built.

This service is for you if

  • You’re thinking about turning your professional expertise into a consulting or advisory practice, but you haven’t taken concrete steps yet.

  • You’re considering fractional work instead of (or alongside) a full-time role, and want a brand that holds up under executive-level scrutiny.

  • You’re a senior or retiring leader who knows there’s a “next chapter,” but has no idea how to shape it into a focused, marketable offering.

  • You see peers launching firms or independent practices and suspect you could do the same—but you don’t want to wing it.

What we’ll build together

This process doesn’t assume you’ve already figured out your services, niche, or ideal client. That’s the work.

Side by side, we will:

  • Identify your strengths, patterns of work, and the problems you’re trusted to solve, even if you’re not clear on those concepts yourself.

  • Translate your experience into early, testable service ideas and offers.

  • Explore who’s most likely to value (and pay for) those offers. Individuals? Companies? Funds? Boards? Something in between?

  • Begin shaping the core elements of a brand: how you talk about what you do, how you show up online, and what people can expect from working with you.

At times during our work together, we’ll operate at a 10,000- or 5,000-foot view—thinking through vision, desired lifestyle, and what success looks like. This is where we connect your goals, risk tolerance, and timing to the kind of practice that actually fits your life. At other times, we’ll drop down to 1,000 or even 10 feet, drafting language, sketching possible service offerings, or mapping how a first engagement might actually work in practice. This is where your future services, pricing, and client journey start to take concrete shape.

The Build & Launch offering is for professionals and firms whose story hasn’t been written yet—or exists only in conversations, daydreams, and notes on the back of a napkin. If you already have a firm and want to evolve it, click here.

Where you go next is yours to define. You may decide to launch a boutique firm, hang a shingle as an independent consultant, or simply clarify what you want before making any moves. The point is not to rush you into a decision, but to give structure, language, and momentum to a possibility that deserves more than wishful thinking.


Schedule a 20-minute Exploratory Call

As boutique firm owners ourselves, we understand that you get to decide how your story unfolds—and that decision carries weight you can't outsource. Which is why this service is built so we fall in step with you and get it all update together. You don’t need to do it alone.