Sentinel Advisory | Independent Strategic & Risk Advisory

Clarity Before Irreversible Decisions.

Sentinel Advisory provides judgment to owner-operators facing decisions involving capital, growth, or transition.

Risk-first decision framing
Owner-operator focused
Confidential & direct

We help owners pressure-test decisions and bring structure to moments where mistakes are expensive.

What we are

A discreet, judgment-led advisory partner for complex decisions—designed for owners who want clarity, not noise.

What we are not:
We do not execute transactions, manage assets, or provide legal, tax, accounting, or investment advice.

Strategic Decision & Risk Advisory (Retainer)

Ongoing support for owners navigating recurring high-impact decisions.

  • Decision framing & scenario pressure-testing
  • Confidential second-brain access

Capital Readiness & Investor Preparation

Preparation for lender or investor conversations—built around clarity.

  • Capital narrative and decision structure
  • Risk flags and hard-question preparation
  • Raise vs wait vs self-fund decision logic

Operational Due Diligence Advisory

Operational and execution-risk review for buyers or sellers.

  • Key-person, concentration, and fragility risks
  • Process, culture, and execution stress-testing
  • Red flags before signatures

Vendor & Cost Structure Analysis

Identify silent leakage, dependency risk, and margin erosion.

  • Cost concentration & vendor dependency mapping
  • Margin pressure and pricing-power erosion signals
  • Practical levers to improve resilience

Crisis & Transition Advisory

Short-term support during disruption, leadership transition, or liquidity pressure.

  • Triage and decision sequencing
  • Stabilization priorities
  • Owner support under pressure

How engagements start

Most work begins with a scoped first step.

  • 15–30 minute introduction
  • Define decision, stakes, constraints, timeline
  • Recommend retainer or project scope

Who we work with

Owner-operators and leadership teams in established businesses—typically where decisions are consequential and information is imperfect. Common fit: $2M–$50M revenue, capital-sensitive growth, or transaction/transition moments.

When to call Sentinel

If a decision is hard to reverse or emotionally loaded—call before you commit. The goal is decision quality, not optics.

Approach

We pressure-test assumptions, isolate the real constraints, and build a clear decision path. You’ll leave with a structured view of options and next steps—without noise or performative strategy.

Disclaimer: Sentinel Advisory provides independent strategic and operational risk analysis. We do not provide legal, tax, accounting, or investment advice, nor do we execute transactions or manage assets.

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Independent Strategic & Risk Advisory