How We Work

Road to growth with strategic insights

Leda Advisory Group follows a structured process designed to set clients on the road to growth, equipped with the insights to anticipate future needs. Our approach encompasses key stages for a comprehensive and effective partnership.

  • Quick Intake: We begin by gaining an understanding of your business, goals, and challenges. This establishes a solid foundation for collaboration.
  • Assessment: Our assessment process utilizes Leda Advisory’s Proprietary 7 Dimension Assessment Model. We comprehensively evaluate your business across key dimensions impacting growth and success. This holistic assessment reveals strengths, weaknesses, and opportunities.
  • Planning: Based on assessment findings, we develop a customized plan tailored to your needs and goals. This plan outlines strategies, actions, and milestones for your road to growth, ensuring alignment and clarity.
  • Implementation: With the plan in place, we collaborate closely to execute strategies and initiatives. Our team provides guidance, support, and expertise, ensuring smooth and effective implementation.
  • Check-ins: Regular meetings allow us to assess progress, address challenges, and refine strategies. These check-ins maintain open communication, provide support, and make necessary adjustments.
  • Maintenance: Beyond implementation, we emphasize ongoing maintenance and monitoring. Establishing key performance indicators (KPIs) and tracking progress ensures sustained growth and optimization.

At Leda Advisory Group, our goal is to empower your business with strategic insights for long-term success. Through our structured process, including the proprietary 7 Dimension Assessment Model, we guide you on the road to growth.

With our collaborative approach and expertise, we drive your success and help you achieve your objectives.


Our proprietary framework will assess your organization’s maturity across 7 critical dimensions to provide a holistic view of your current state. Together, we will define realistic targets within each dimension and develop actionable and measurable plans to achieving your goals.

Business Development / Marketing / Branding
Know your customer
Expand your horizontal and vertical channels
Review branding to align with customers
Domestic and global expansion. Plan for next stage of growth
Operations Management Human Capital
Know your business and how to execute
Full team alignment including clients and vendors
Review product and service approach to plan for future growth
Prepare for buyout, exit or growth
Tech Enablement
Streamline tech
Iterate and integrate tech
Refresh client experience
Assess tech integration to see if aligned with strategic plan
Regulatory / Legal Awareness
Regulatory Comprehension
Optimize financial structure for tax efficiency
Track and create reporting processes
Prepare for buyout, exit or growth
Secure your initial investors
Refine sources of capital
Identify strategic growth investors
Align investors with next growth stage
Operations and Finance
Finance fundamentals
Ensure operating runway
Build key financial relationships
Market deals and entertain offers
Game plan for the short term
Articulate 1-3 year vision
Assess delivery on goals
Document success


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