Guides for every industry

Decisions a C-Suite would make for Management & Strategy Consulting

Vendor comparisons that are honest about where each tool falls short, plus a plan for doing the work yourself. Where we quote a benchmark, we show its source.

Executive guides for Management & Strategy Consulting

15 guides for Management & Strategy Consulting of 1,000

Commercial Lending & Small Business Financing3 min read

Financing a Consulting Practice: Comparing SBA and Revenue-Share Capital

A comparison of SBA 7(a) loans and revenue-based financing for consulting firms, where billable-hours revenue rarely looks like a SaaS company's.

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Legal Operations & Contract Lifecycle Management3 min read

Ironclad vs LinkSquares: A Consulting Firm's Engagement Letter Test

Answers to the questions a consulting firm actually asks when comparing Ironclad and LinkSquares for engagement letters and confidentiality terms.

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Board Management & Investor Governance3 min read

Build a One-Page Governance Worksheet Before You Pick a Tool

Before comparing Diligent and BoardPro, management and strategy consulting firms should fill out a short worksheet. Here is what it should cover.

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Business Entity Formation & Corporate Governance3 min read

Bizee vs. Doola for Independent Consultants: Entity Basics

Forming an entity as a solo or small management consulting practice: non-compete clauses, S-corp timing, and how Bizee and Doola differ for the filing.

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Commercial Insurance & Corporate Risk Management3 min read

Vouch vs Embroker for Management and Strategy Consulting Firms

A step-by-step way for a management or strategy consulting firm to figure out whether Vouch or Embroker actually fits its professional liability needs.

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Business Banking & Treasury Operations4 min read

Mercury vs Relay: A Worksheet for Any Consulting Firm's Banking

A short worksheet any consulting or advisory firm, strategy, operations, management, can use to decide between Mercury and Relay for its own banking.

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Cap Table & Equity Management3 min read

Equity or Profit Share? A Consulting Firm's Cap Table Decision

A decision guide for consulting firms weighing Pulley against Carta, partner equity against profit sharing, and when a cap table tool earns its keep.

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EOR & Global Employment3 min read

Deel vs Remote: Two Staffing Models for Strategy Consultancies

A comparison of how Deel and Remote fit management and strategy consulting firms differently depending on how you build overseas project teams.

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PEO & Outsourced HR3 min read

Comparing PEOs for a Management Consulting Firm

Strategy and management consultancies run on travel, per diems, and an up-or-out staffing model. See how Justworks and TriNet fit that particular structure.

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Executive Leadership & Fractional Hiring4 min read

Strategy Consulting Firms: Fix Realization Before You Hire

Utilization looks fine while realization quietly erodes. Here is how to tell whether a strategy consulting firm needs a controller or a fractional CFO.

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Executive Financing Strategy: Equity vs Debt vs Non-Dilutive3 min read

When a Consulting Firm Actually Needs Outside Capital, and When It Doesn't

Most consulting firms never need venture debt or revenue-based financing. Here's a framework for figuring out whether your firm is the exception.

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Cap Table Liquidity & Private Secondary Markets3 min read

A Worksheet For Picking Carta Or Forge At A Consultancy

A short worksheet management and strategy consulting partners can fill out to decide between Carta and Forge for a partner or associate liquidity program.

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Executive Search & Leadership Recruiting3 min read

A Worksheet for Choosing Your Next Consulting Firm Hire

A short worksheet a management or strategy consulting firm can use to decide between a search firm and an executive marketplace for its next hire.

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Startup Mergers, Acquisitions & Exit Marketplaces3 min read

Selling a Consulting Firm: A Decision Guide for Acquire.com and Flippa

Decision criteria for management and strategy consulting firms weighing Acquire.com against Flippa, from revenue type to buyer pool fit.

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Executive Digital Privacy & Data Broker Removal3 min read

Optery vs DeleteMe for Management Consultants

A rollout plan for management and strategy consulting principals choosing between Optery's automated removal and DeleteMe's human-run service.

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