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Strategic Advisory Services

Purpose-Built Strategy for Performance

Unifying your physical assets and people strategy to drive measurable business impact.

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Strategic Asset Optimization

Data-Driven

We leverage financial modeling to turn real estate into a performance lever.

Experience-Led

We design workplace strategies that solve for hybrid work and talent retention.

ROI-Focused

Our strategies target significant occupancy cost reductions and portfolio efficiency.

Comprehensive Advisory Solutions

Strategic footprint planning for maximum ROI.

Corporate Real Estate & Portfolio Strategy

Transform your physical footprint into a high-performance business asset. We align real estate investments with your long-term objectives through data-driven planning and financial modeling.

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Portfolio Footprint Planning

Optimization to align real estate investments with core business objectives.

Capital Project Advisory

Oversight for new construction and renovations, including business case development.

Transaction Management

Professional support for site selection, lease negotiations, and asset dispositions.

Financial Modeling

Advanced modeling and chargeback strategies for accurate space and service cost allocation.

Workplace Experience & Strategy

Create a destination workplace that drives engagement and performance. We design human-centric strategies that solve the complexities of hybrid work and talent retention.

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Employee Experience Design

Strategies designed to enhance productivity, engagement, and talent retention.

Service Concept Development

Premium programs for reception, concierge, and community activation.

Change Management

Strategic support for workplace transitions, relocations, and new ways of working.

Workplace Technology Strategy

Planning ecosystems for hoteling, ticketing, visitor management, and wayfinding.

What You Get

  • Operating Model
  • SLA/KPI Framework & Scorecard
  • Vendor RFP Pack
  • Governance Cadence
  • IWMS Selection Scorecard
  • Roadmaps
  • Site Standards

Operating Model

Roles, Workflows, Escalation Paths

A comprehensive organizational blueprint that defines specific team roles, internal workflows, and clear escalation paths to eliminate operational friction and optimize in-house versus outsourced service delivery.

Operating Model

SLA/KPI Framework and Scorecard

A standardized performance management framework featuring specific Service Level Agreements (SLAs) and Key Performance Indicators (KPIs) to track service quality through automated governance dashboards.

SLA KPI Framework

Vendor RFP Pack and Scoring Model

A professional procurement package including detailed Scopes of Work (SOW) and objective scoring models for evaluating vendor bids across janitorial, security, catering, and landscaping services.

Vendor RFP Pack

Governance Cadence and Agenda Templates

A structured management rhythm with pre-built agenda templates for weekly operational updates, monthly service reviews, and Quarterly Business Reviews (QBRs) to maintain executive-level visibility and accountability.

Governance Cadence

IWMS Selection Scorecard and Implementation Plan

An objective comparative analysis of leading technology platforms—such as IBM Tririga, ServiceNow, or Planon—paired with a technical roadmap for seamless system implementation and data migration.

IWMS Selection Scorecard

Budget, Cost Baseline, and Savings Roadmap

A granular financial analysis of current facility spending paired with a prioritized roadmap to achieve 10–30% budget reduction targets through contract analysis and process improvement.

Budget, cost baseline, and savings roadmap

Site Standards (Service Levels, Space Standards, Onboarding Guides)

A centralized library of standardized service levels, space planning principles, and facility onboarding guides to ensure a consistent, high-quality workplace experience across your entire real estate portfolio.

Site Standards

Frequently asked questions

How do you support post-merger integration?

We rationalize portfolios to eliminate redundancies and align assets with the new organization.

Can you help us design a hybrid work model?

Yes, we create workplace strategies specifically for hybrid transitions and redesigns.

What markets do you cover?

We focus on major metros where real estate costs are high and talent competition is fierce.

Meet the Team

Strategic advisors for your workplace transformation.

Patrick Simpson

President

  • Sets the company’s long-term vision

  • Leads high-level strategic growth

  • Manages key stakeholder relations

Henry Pinnix

Chief Operating Officer (COO)

  • Drives operational efficiency

  • Oversees daily project execution

  • Optimizes internal workflows

Dorian Aldava

Chief Financial Officer (CFO)

  • Leads financial planning and risk

  • Manages capital allocation

  • Ensures fiscal compliance and health

Gregory Carlson

Chief Revenue Officer (CRO)

  • Drives sales and market growth

  • Aligns marketing and revenue goals

  • Expands client partnerships