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AI advisory & assessments — Richmond, VA

Decide what to do with AI.

Then build the first version.

I spent 13 years as a co-owner and operator of an IT firm, hired hundreds of people, and built AI systems that are still running inside companies like HHHunt. I help owners and executives decide what AI is worth doing — and what isn’t — then build the first version with your team.

01 — Engagements

Two ways to work with me.

AI Advisory

A standing seat at your leadership table.

For CEOs, CFOs and COOs of $20M–$500M companies.

I review every AI proposal, vendor pitch and budget line that crosses your desk, write the use policy your board can sign, and tell you no before it costs you. Monthly retainer, no hours to count.

Price

$5,000 / month

Term

3-month minimum, then month-to-month

Cadence

Weekly 60 min with you · one leadership-meeting seat a month · written review within 2 business days

You get

Board-ready AI use policy · vendor and proposal reviews in writing · quarterly AI spend and risk memo

Opportunity Assessment

Two weeks. A fixed fee. A roadmap you can act on.

For owners of $3M–$15M businesses.

I catalogue your tools, processes and people, score every opportunity on value and readiness, and hand you a roadmap, a workbook and a proposal for the first build. If step one is “get a CRM,” the roadmap says so.

Price

$6,500 fixed · 50% at kickoff, 50% at readout

Term

About two weeks

Cadence

60-min kickoff · 3–4 stakeholder sessions · 60-min readout

You get

Scored roadmap (value × readiness) · full workbook · written summary · scoped proposal for the first build

02 — Approach

What I won’t do.

01

Recommend a tool I’m paid to recommend.

I take no vendor referral fees.

02

Build before there’s a decision framework.

Automating a broken process just makes it fast.

03

Work with an executive who won’t show up.

If the owner isn’t in the room, the engagement doesn’t start.

You don’t need a 50‑page AI strategy.

You need to know which three things to do first.

Happy to put you in touch with a current client.