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The Engagement

A direct line to three executives who have actually done the work.

One focused advisory engagement covering the decisions that matter most: M&A, funding, growth, marketing, and the leadership that holds it all together.

Who this is for

Owners and leadership teams at an inflection point.

You are preparing for growth, exploring an acquisition, raising capital, strengthening leadership, or fixing marketing that isn't producing consistent results.

You don't need more theory. You need experienced operators who can quickly identify the few decisions that create the biggest impact and help you execute them.

What you get

A focused, partner-led engagement.

01

Discovery Conversation

A confidential, no-pressure call with Bob, Ross, and Cody to understand your business, your goals, and where the friction really is.

02

Strategic Assessment

A short, focused review that identifies the highest-leverage opportunities across M&A, funding, growth, marketing, operations, and leadership.

03

Advisory Engagement

A scoped engagement — fixed advisory, retainer, or project — led personally by our partners and built around the decisions that actually move the business.

The team

Three partners. One conversation.

You get all three of us in the room. No handoffs, no associates drafting recommendations they've never executed.

Bob Banks

Former EVP, Albertsons. Billion-dollar real estate, M&A, and operations.

Ross Cook

Executive coach, former D1 head coach, financial executive. Leadership and team performance.

Cody Neer

Founder, 727 Digital. $500M+ in scaled brand revenue. Marketing, ecommerce, AI growth.

Full bios →
Next step

If the timing feels right, reply or book a call.

Initial conversations are informal and confidential. We'll listen first and tell you honestly whether we're the right fit.