The 3-Person Advisory Board: Small Group, Big Shift

Most companies have blind spots.
Not because they’re careless—because they’re busy.

Serving customers.
Chasing growth.
Managing teams.
Keeping the wheels on.

In the middle of all that, strategic thinking gets pushed aside.

What are we not seeing?
What’s changing outside our four walls?
What bets should we be making?

Here’s the missed opportunity:
You don’t need a full board of directors.
But you do need outside perspective.

That’s where an Advisory Board comes in.

An Advisory Board is:

• Private
• Flexible
• Free of governance obligations
• Built for clarity, not control

It exists to think, ask, push, and challenge—without slowing you down.

How to Structure It

• One meeting per quarter
• One-page prep sent in advance
• Two-hour focused conversation
• Professional compensation that respects their time
• One point of contact to coordinate

No layers. No decks. Just high-leverage insight.

Why It Works

An Advisory Board solves for isolation.
It brings perspective from other industries.
It sharpens your thinking.
And strengthens your company.

Start with Three

One operator who’s scaled.
One financial strategist.
One sector-savvy voice who sees what’s next (think AI, regulation, shifts in talent).

That mix alone can change your trajectory.

The Real Benefit?

It doesn’t just help your company grow.
It helps you grow.

As a leader.
As a thinker.
As a decision-maker.

You don’t need twelve directors.
You just need the right three voices in your ear.

Thinking about building one?
We’ve created a simple checklist for structuring your 3-person Advisory Board.
Comment “Advisory” and I’ll send it your way.

Drop us an email.