Strategic and Tactical Advisory Partnership

Elite Strategic Partnership for Seasoned Entrepreneurs Ready to Scale.

This is comprehensive advisory designed to identify and remove the specific constraints blocking your growth—and build the strategic clarity and execution systems required to scale from $500K–$10M to your next level.

Not episodic advice. A partnership.

This Is Not Consulting or Coaching in the Traditional Sense

Most consultants deliver recommendations, then leave.

 

I don't work that way.

 

Strategic + Tactical Advisory Partnership is designed for transformation—removing constraints, reshaping strategy, and building the execution systems that enable sustained growth.

 

This means:

- Shaping strategy that creates real competitive advantage

- Designing offers, packaging, and pricing that capture value

- Building execution systems that actually work under real-world conditions

- Making tactical choices that compound rather than scatter effort

- Engaging with your professional team—accountants, legal, marketing agencies, freelancers—when alignment matters

- Seeing around corners you can't see yet and helping you avoid costly mistakes before you make them

 

I carry accountability for your strategic clarity and execution. I stay with you until the constraint is removed and the new level is reached.

 

This is what it looks like when an experienced operator becomes your strategic partner and advisor—not just a consultant who delivers a report.

 

If you're already executing a solid growth strategy and need episodic senior judgment rather than continuous transformation support, On-Demand Advisory may be a better fit.

This Is Not Consulting or Coaching in the Traditional Sense

Strategic + Tactical Advisory Partnership is designed for a specific type of business owner.

 

You'll get the most value if:

 

✓ You're doing $500K–$10M in annual revenue 

✓ You're a seasoned entrepreneur—you've already built something real 

✓ You've hit a ceiling that more tactics won't fix 

✓ You need to remove constraints, reshape strategy, or transform how your business operates 

✓ You're willing to be challenged, not just validated 

✓ You want simplicity and force, not more complexity 

✓ You're ready to commit to sustained breakthrough, not quick fixes

 

This is not a fit if:

 

You're looking for motivation or hand-holding 

You're early-stage and still learning fundamentals 

You want someone to tell you you're doing great 

You're already executing well and just need episodic guidance (that's [On-Demand Advisory]) 

You're not ready to move decisively

 

If you're looking for reassurance without action, this will frustrate you.

 

If you want movement, clarity, and results—it works.

What Actually Happens

The Structure of the Partnership

Every engagement begins with a 2-Day Liftoff Strategy & Planning Meeting.

 

This is where we:

- Identify your primary constraint

- Map the path to your next level

- Build the strategic plan

- Establish execution priorities

- Set clear milestones

 

From there, the ongoing partnership includes:

 

Regular Strategic & Tactical Sessions 

3–4 hour-long Zoom calls per month where we work through decisions, remove obstacles, and maintain momentum.

 

Unlimited Access Between Calls 

Text, email, or phone when decisions arise. You're not waiting for the next scheduled call when something matters.

 

Deeper Work Sessions When Needed 

Longer in-person or Zoom meetings for complex strategic work, major pivots, or critical initiatives.

 

Tools, Frameworks, and Training 

Access to the systems, methodologies, and digital programs I use with private clients.

 

Tactical Implementation Support 

- Polishing critical documents (proposals, positioning, offers)

- Hiring support (interviewing, evaluating candidates)

- Occasional team meetings when alignment is needed

 

Engagement with Your Professional Support Team 

Working directly with your accountants, legal counsel, marketing agencies, and freelancers when strategic alignment is required.

 

This is comprehensive. I'm involved in everything that contributes to achieving your strategic and company-wide goals.

What Changes

The Results Clients Experience

This work has contributed to more than $550 million in additional bankable cash profit across my client base.

 

Multiple clients have achieved multi-seven-figure and eight-figure exits as a direct result of this partnership—including one exit exceeding $100 million.

 

Here's what typically happens:

 

Revenue Grows While Effort Decreases

- Clients have dramatically increased revenue while working fewer hours

- One client built enough momentum to quadruple revenue (400% growth) the following year

- Another increased annual service fees by 50% without adding complexity

 

Sales Cycles Compress and Pipelines Expand

- Sales pipelines have increased by up to 15×

- Sales cycles cut from 12 months to 4 months

- Client bases expanded by 200%+

 

Profit Margins Widen Significantly

- Companies have increased net profit by as much as 275%

- Gross revenue grown by 300%+ while scaling teams with low risk

- Operations streamlined to protect margin while accelerating growth

 

Enterprise Value Multiplies

- Strategic positioning and operational improvements that make businesses significantly more valuable

- Multiple exits in the seven and eight figures

- One client exit exceeding $100 million

 

Not revenue. Profit and enterprise value. The kind that shows up in bank accounts, creates generational wealth, and changes lives.

The Commitment

This Is Built for Sustained Breakthrough, Not Quick Fixes

Strategic + Tactical Advisory Partnership requires a 12-month commitment.

 

Here's why:

 

Real transformation doesn't happen in 90 days. Removing constraints, reshaping strategy, building new execution systems, and reaching your next level takes time.

 

Most advisory partnerships last 2–3 years. Some have continued for 5+ years.

 

Not because clients are dependent—but because the partnership continues to create value as new levels reveal new constraints.

 

There is no pressure to continue beyond the initial commitment. But most clients choose to because the results compound.

Investment & Structure

Monthly Advisory Fee: $7,500

Plus performance-based compensation aligned with results.

What this includes:

 

- 2-Day Liftoff Strategy & Planning Meeting to begin the engagement

- 3–4 strategic and tactical sessions per month (typically one hour via Zoom)

- Unlimited access between sessions via text, email, or phone

- Extended working sessions when needed (in-person or Zoom)

- Full access to tools, frameworks, and digital training programs

- Tactical implementation support including document refinement, hiring assistance, and team alignment

- Engagement with your professional support team (accountants, legal, agencies, freelancers) as appropriate

 

This is comprehensive advisory partnership. You're not paying for hours. You're paying for judgment, accountability, and access to someone who's navigated this exact terrain dozens of times.

 

Limited Availability

There Are Only So Many Partnerships I Can Maintain at This Level

Strategic + Tactical Advisory Partnership is intensive by design.

 

I limit the number of active partnerships to ensure every client gets the attention and involvement this level of work requires.

 

If you're reading this and spots are available, they won't be indefinitely.

How to Begin

The Application Process

1. Submit an Application

 

This isn't a contact form. It's a brief set of questions about your business, your constraints, and what success looks like.

 

2. Diagnostic Conversation

 

If I think I can help you, we'll schedule a 60–90 minute diagnostic call where we dig into what's actually blocking your growth.

 

3. You Walk Away with Clarity

 

Whether we work together or not, you'll leave that conversation with a clearer picture of what needs to happen next.

 

4. If There's a Fit, We Move Forward

 

By the end of the diagnostic call, you'll know exactly what you're getting. All details are provided in the advisory agreement.

 

No proposals. No back-and-forth. Just a straight conversation between two people who don't waste time.

 

5. We Schedule Your Liftoff Meeting

 

Once the agreement is in place, we schedule your 2-Day Liftoff Strategy & Planning Meeting and the partnership begins.

What Clients Say

"Paul, you are brilliant. I know that from the time we spent together. You brought clarity to my decision making. That's why I was able to grow and eventually sell my business. Today, I'm retired, sitting on my deck overlooking our lake with a coffee in my hand... just perusing FB. Thank you, Paul."

— Randy Overly, President, Randall Data Systems, Inc. (Retired)

 

 "We just sold our company for substantially more than we had been led to believe was possible. Thanks, Paul, for all your help."

 — Stan Usry, President, Concord Business Systems, Inc.

 

 "Paul worked with me to develop a system which has boosted my income into seven figures. As a result of our work together, I'm a well-known figure in my field."

 — Elliot Maza, Director, Goldman Sachs

 

 "We have implemented specific components of your process, which allowed us to identify and focus on the high priority areas of our business where we would see the greatest returns given our resources. We expanded our business west across Manitoba, Saskatchewan, and Alberta and we're contemplating expansion into the United States, and grain producing/exporting countries around the world like Australia. We increased our basic annual service fee 50%. Our client base has at least 200% and our gross revenue has increased in excess of 300%."

 — David Drozd, CEO, AgChieve

 

 "Turnover has increased by a little over 250%, net profit has gone up by just under 275%. Last year we did around $170k and this year based on just the changes you helped us make, we should do around $500,000. Thank you! Thank you! Thank you!"

 — A.J. Silvers

  

"We are a more competitive, more productive and more profitable company than we were when I first took the helm. Paul Lemberg's contribution to this has been crucial. Paul has been invaluable to me and my company, resolutely helping me extend my abilities while insightfully providing me with just the right blend of focus and perspective. Since working with Paul we've grown the business five-fold, to the mid-eight figures, and have net profits exceeding 30% of sales. Obviously, these results have required significant commitment and hard work from all our staff. However, we readily acknowledge that Paul Lemberg's contribution to the effort has been priceless."

 — Bill Caldwell, President, American Healthtech

 

 "I met Paul when he spoke at a Jeff Walker conference. I immediately loved his no frills, authentic and big thinking take on how to build a business. When I started working closely with Paul, he took a comprehensive and holistic view. He gave me bigger thinking ways to have a bigger impact in my business. Simple shifts like incorporating both short AND long-term views so that I got immediate results and steered towards my future, instead of sacrificing one for the other. I changed who I marketed to because I had clearer ideas of who I wanted to help. I changed how I charged for services to attract the right people and optimize my own time. Paul really knows his stuff, and has helped me create something really satisfying. If you have an opportunity to work with him, just do it, you will be thrilled you did!"

 — Shannon McCaffery, Product Launch Strategist

Ready To Break Through?

You've already proven you can build a business.

 

But at this stage, the problems you're facing require more than effort.

 

They require strategic clarity, tactical precision, and an experienced advisor-partner who's already navigated this exact terrain dozens of times.

 

If you're a seasoned entrepreneur running a $500K–$10M business and you're ready to remove what's stopping you from scaling—let's talk.

Not Sure If This Is The Right Fit?

If you're not sure where to start:
Book a Private Consultation

If you're already executing well and need episodic senior judgment:
Explore On-Demand Advisory