Advisory & Consulting

Strategic counsel for boards, chairs, and CEOs.

Engagements are scoped as fixed-fee projects or monthly retainers. Book a confidential conversation to discuss fit.

M&A Integration
Post-close integration planning and value realization for bank and mid-market transactions. Day One readiness, operating-model design, and the first 100 days, where acquisition value is kept or lost.
Board Governance Advisory
Independent review of board composition, committee structure, risk reporting, and board-to-management cadence. Practical recommendations a chair can act on.
Regulatory & Examination Readiness
Pre-exam posture for community banks and credit unions under FDIC, OCC, and Federal Reserve supervision. Built from nearly three decades inside regulated institutions.
Leadership & Succession Transitions
Board-led continuity through CEO succession, capital actions, and strategy shifts. Alignment across the board, the incoming team, and outside advisors.
Board Readiness Coaching
Preparation for executives pursuing a first or next independent board seat: board mechanics, committee work, and the fiduciary mindset.
Women in Governance
Counsel to boards building diverse, qualified slates, and to the women directors joining them.

Fees

Engagements range from $2,500 to $7,500, with retainers by proposal.

Board Book Sessions

Fixed fee

$2,500

The Board Review

Fixed fee · three weeks

$7,500

Monthly Retainer

Scoped to the engagement

By proposal

Every engagement is confirmed in a written engagement letter and held in confidence.

Share the board, the decision in front of it, and the timeline. Aleesha will recommend the engagement that fits.