Consulting
Inquire about consultingOur empathetic experts tackle complex financial challenges to help decision-makers enhance community results.

We listen deeply, ask a lot of questions, and zoom in on the key issues
We work closely with you to gather and analyze data in context and map out practical, do-able steps toward your vision.

We work well together
Like you, we run a nonprofit business that has to thrive and adapt. Our people are well grounded in nonprofit management and finance, with a range of experience from service provision to government to philanthropy to investment banking.

The solutions we craft are customized for you and the communities you serve
We help you identify, weigh, and prioritize options, and give team leaders and team members the capabilities and confidence to move forward.
Consulting Options
Group training via workshops and convenings.
Leaders learn financial best practices together, discover new partners, and receive practical tools and approaches for their organizations.
In-depth financial analysis.
Practical, customized tools and models to help leaders explore important financial decisions and advocate for their organizational needs.
Individual coaching and deep dives.
One-on-one short- and long-term engagements that support, guide, advise, and inform nonprofit leaders to respond and adapt to change.
Cohort facilitation.
Like-minded leaders connected by a shared funder learn and grow together over time to solve financial problems, find new opportunities, and build sustainable business models.
Bold, cross-sector collaborations.
Service providers, philanthropists, bankers, government officials, and researchers collaborate to strengthen the financial resilience of the social sector and boost collective impact.