01 / 03
Diagnose
Interviews across the company and a hard look at the numbers, before any recommendation.
- You get
- A written diagnosis with the three issues that matter most.
- Typical length
- Weeks 1 to 3
Clear decisions for companies at a turning point.
Clear Peak Advisory works with owners and leadership teams in Waukesha and the Milwaukee area on the decisions that shape the next five years: growth, pricing, operations and succession.
Most consulting goes wrong by recommending before understanding. We spend the first weeks on interviews and numbers, write down what we find and only then put options on the table.
02 / 03
Decide
Options laid out with costs, risks and the evidence behind each one, so owners can choose.
- You get
- A decision paper and a facilitated leadership session.
- Typical length
- Weeks 4 to 6
03 / 03
Deliver
A plan with owners, dates and a review rhythm, and support while it starts working.
- You get
- A 90-day plan and monthly reviews until it is on track.
- Typical length
- Months 2 to 6
Engagements
Business consulting and advisory
- 01Growth StrategyMarket, customer and capacity analysis for the next stage of growth.A plan you can fund.
- 02Pricing ReviewsPrice and margin analysis by product, customer and channel.Prices that hold margin.
- 03Operations ImprovementProcess, capacity and cost reviews across the business.Work that flows.
- 04Leadership and Org DesignRoles, reporting lines and decision rights for growing teams.Clear ownership.
- 05Succession PlanningOwnership and leadership transition plans for family and founder businesses.A handover that works.
- 06Board and Owner AdvisoryOngoing advisory for owners and boards on major decisions.A trusted second opinion.
Five questions
Is this the right time to call?
Answer five quick questions. Nothing is sent anywhere; the answer appears below.
- Is a major decision on hold for more than three months?
- Do leaders disagree on what the problem actually is?
- Has growth slowed while costs kept rising?
- Is an ownership or leadership change coming in the next five years?
- Would an outside view be easier to hear than an internal one?
A clear decision beats a perfect plan that never starts.
Fees
Fixed fees. No hourly meter.
01
Diagnostic
A three-week look at one decision or problem.
- Interviews and data review
- Written diagnosis
- Readout with owners
02
Engagement
Diagnose, decide and deliver for a larger change.
- Everything in the diagnostic
- Decision paper and session
- 90-day plan
03
Advisory
Ongoing advice for owners and boards.
- Monthly sessions
- Board meeting preparation
- Quick reviews of new decisions
Client notes
What owners said afterwards
Representative client feedback. Client names are left out.
- 1
They told us not to expand, with numbers, and they were right.
owner of a Waukesha manufacturer - 2
The succession plan finally got our family to agree on dates.
second-generation owner of a distribution company - 3
Alessandra interviewed our shop floor before she met the board.
CEO of a mid-sized services firm