SUMMARY OF SERVICES
In today’s business landscape, many successful, hands-on owners face the challenge of preparing for the future while preserving their legacy. I bring over 25 years of hands-on experience as a CFO, attorney, and former CPA to help business owners unlock their company’s full value while preparing for a seamless handover. With The Strategy Partner, you gain a trusted advisor, strategic partner, and dedicated advocate for the future of your business.
Succession Planning
Tailored consulting to help business owners develop and execute succession plans, from identifying potential successors to implementing leadership transition strategies that reflect the owner's vision and goals.
Business Optimization
Helping business owners streamline operations, boost profitability, and enhance market positioning—while embedding innovation as a core capability. These efforts make businesses agile and competitive today, and better prepared for seamless generational transition.
Legacy Strategies Advisory
Helping owners ensure to that their businesses are prepared to thrive under new leadership, preserving the legacy they’ve built and ensuring a valuable and sustainable future for the company.
Strategic
Innovation
We help business owners turn innovation into a repeatable, everyday capability. By uncovering new opportunities and designing practical innovation systems, we increase agility, unlock new value, and prepare the business to thrive in a changing market.
Here's why your business legacy is important to me.
At The Strategy Partner, I help business owners move beyond day-to-day operations to design the future of their enterprise —intentionally, strategically, and with purpose.
My own journey mirrors many of the founders and leaders I serve.
I began working full-time just before turning 17, and over the last 30+ years I’ve built a career grounded in grit, accountability, and transformation. I started in banking, became a CPA, and for the past 18 years have practiced as a business attorney representing mission-driven organizations with revenues between $20 - $50 million.
What I’ve learned is this: many business owners are so focused on building and surviving, they rarely have time to innovate from within — or prepare for what comes next. Most don’t have a clear succession plan, exit strategy, or innovation roadmap. They’ve spent decades building an asset, but not enough time designing how to protect, grow, or transfer it.
That’s where The Strategy Partner comes in. I don’t show up as just an attorney or CPA — I show up as a strategist and transformation partner. I combine my financial and legal expertise with insight, empathy, and proven frameworks to help owners future-proof their businesses, design innovation systems, and build a lasting legacy they can proudly pass on — or scale forward.
Phone: (832) 582-8289
Email: olaide@thestrategypartner.com
