Our Work

Trusted by executives who lead

Three years of engagements with CEOs, executive teams, and boards across industries where AI leadership matters most.

15+
Client Engagements
500+
Hours of Training Delivered
100%
2025 Calendar via Referrals

Industries we serve

Our clients share a common profile: leadership teams who recognize that AI transformation starts at the top, not in IT.

Senior Living & Healthcare

Community operators, memory care providers, and healthcare organizations navigating AI while maintaining care quality and compliance.

Real Estate & Development

Property companies, developers, and real estate consultancies applying AI to operations, analysis, and client service.

Professional Services

Consulting firms, financial services, and advisory practices building AI capability across their teams.

Manufacturing & Distribution

Operations-focused companies finding efficiency and insight through AI-augmented leadership.

Select engagements

R.D. Merrill Company

Merrill Gardens & Pillar Properties | Senior Living & Real Estate

CEO-sponsored AI leadership initiative for the executive team. Multi-session training program culminating in personalized digital twins, individual roadmaps, and organizational transformation blueprint.

Pegasus Senior Living

Senior Living Operations

Executive team engagement focused on AI adoption across corporate and community leadership. Practical workflow integration with emphasis on operational efficiency.

Anthem Memory Care

Memory Care & Senior Services

CEO-sponsored training initiative building AI literacy and capability across the leadership team in a highly regulated care environment.

"I wasn't sure how to meaningfully integrate AI into our memory care operations. As a COO, I needed more than just technical knowledge—I needed a strategic framework for implementation. Worth the time and investment, providing practical insights for AI adoption." — Lewis McCoy, COO

John Burns Real Estate Consulting

Real Estate Research & Advisory

AI training for a team of analysts and consultants serving homebuilders, investors, and real estate operators nationwide.

PARR Lumber

Building Materials & Distribution

Executive engagement bringing AI capability to a multi-generation family business with operations across the Pacific Northwest.

Additional clients include

Executives and teams from McKinsey, J.P. Morgan, Definian, Meditrac, Fire Safe Marin, and multiple private engagements under NDA.

We work with organizations ranging from 10-person leadership retreats to 40-person management teams.

How engagements work

Every client engagement follows a consistent methodology while adapting to your specific context:

  1. Discovery: We assess your organization's current state using our SLI and STI frameworks
  2. Design: We build a custom curriculum around your industry, your workflows, your strategic priorities
  3. Delivery: Immersive training—1:1 sessions, group workshops, hands-on building
  4. Output: Every leader leaves with a personalized digital twin and individual roadmap
  5. Follow-through: Ongoing advisory relationships for organizations pursuing transformation

Formats range from single-day intensives to multi-week programs to 12–18 month retainers.


A note on how we grow

Our 2025 calendar was filled entirely through client referrals. We don't cold call. We don't run ads. We do exceptional work, and our clients tell their peers.

If you're here because someone you trust recommended us—thank you for that trust. We take it seriously.


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