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MANAGEMENT & BUSINESS CONSULTING
STRATEGY WITHOUT STRUCTURE DOESN’T SCALE
Strategy. Growth. Transformation
When a firm needs an outside perspective it can trust with the hardest calls — growth, succession, transformation — we’re the strategists brought in to solve them. We advise executives and leaders on decisions that shape functional and organizational effectiveness, bringing an innovative, disciplined approach to help firms grow with purpose and navigate leadership transitions smoothly. Ten points of focus. One standard of excellence.
Ten points. One standard.
Lead with Integrity
Build with Purpose
Deliver With Excellence
01 Strategy & Growth
Clarity on where the firm is going — and a credible, structured path to get there.
Growth and market strategy for financial services firms
Competitive positioning and market entry strategy
Business model and revenue diagnostics
M&A readiness and transaction advisory
02 Transformation and Business Succession
Reshaping the firm for its next stage — Enterprise-level transformation decisions — architecture, capability, process, and technology — that belong at the leadership table, and planning the transition of leadership before it’s forced.
Business architecture and capability roadmap
Customer, distribution and digital transformation
Value stream management & operational excellence
Change leadership and business succession
03 Practice Management
The service models and infrastructure a growing practice needs to run well.
Practice growth and capabilty management
Service model, client experience design, and team structure
Compliance workflow and governance structure
Vendor and partner relationship management
04 People & Organization
The leadership structure and talent strategy that make growth executable.
Organizational design and governance
Talent strategy and leadership succession
Leadership and executive advisory
Culture and change readiness
05 Advisor Enablement, Effectiveness, and Operational Excellence
Optimizing resources from enablement to effectiveness across the full advisor lifecycle—delivering the tools, coaching, and operational rhythms that let teams perform at their best.
Advisor productivity and growth support
Digital, AI and Workflow Enablement
Advisor onboarding and development programs
Performance management systems
WHO WE ADVISE
Built specifically for leaders across growth, transformation, succession, and organizational effectiveness.
Every engagement is shaped around the operating realities, regulatory context, and growth patterns specific to firm’s need.
Business
What does success look like?
Clarity on the objective — growth, succession, or transition — before a single recommendation is made.
People
Who needs to be aligned?
The leadership, talent, and accountability structure that makes the strategy executable, not aspirational.
Process
What makes it repeatable?
The operating system — practice management, workflow, and review — that turns a plan into a lasting standard.
FEES & ENGAGEMENT
Clear scope. Clear expectations. A fee structure aligned to the work.
We believe a strong advisory relationship begins with a clear understanding of the work, the expected outcomes, and the investment involved. Fees are discussed transparently at the outset and structured to reflect the nature of each engagement.
Designed together, agreed upfront.
NTPS offers flexible engagement models based on the work required:
Hourly Advisory
From $250 to $750 per hour
For focused advisory support, executive counsel, targeted analysis, or defined areas of expertise, with fees aligned to the nature of the assignment, expertise required, and level of senior involvement.
Project-Based Engagements
Scope Based
For clearly defined assignments with specific objectives, deliverables, and timelines, we establish a project fee based on the scope, complexity, duration, and level of involvement required.
Program and Transformation Engagements
Scale Based – Custom Build
For broader initiatives, multi-phase programs, transformation work, or engagements requiring sustained leadership and execution support, fees are structured around the scale, complexity, duration, workstreams, and resources involved. Where appropriate, the engagement can be structured in phases, with scope and investment established for each stage.
Let’s talk about where your firm needs to go next.
Every engagement is led personally, with a team dedicated exclusively to the Management & Business Consulting Practice — confidential by default, protected by NDA where required.