Strategic AI advisory for firms that actually have to make money.
Through CAG Companies, Bryan works with regional accounting firms and PE-backed professional services to design, deploy, and govern AI systems that produce real operating leverage. No science projects.
SERVING MAIN STREET FIRMS ACROSS AMERICA
Three ways to work together.
AI Readiness Audit
60-day diagnostic using the HAP Framework. Fixed fee. Clear roadmap.
We assess your current workflows, team capacity, and technology stack — then deliver a prioritized AI deployment plan your team can actually execute.
Fractional AI Advisor
Monthly retainer. Board-level AI advisory for your firm or portfolio company.
Ongoing strategic guidance on AI adoption, vendor evaluation, governance, and change management. Built for managing partners and PE operating partners.
Full HAP Implementation
Multi-quarter engagement to build your Human-Agent Partnership stack.
End-to-end AI transformation: strategy, vendor selection, implementation, training, and governance. Designed for firms ready to make AI a core operating capability.
Start a conversation.
Every engagement starts with a conversation. Tell us about your firm, and Bryan's team will follow up within 2 business days.
No science projects. No PowerPoint decks that collect dust. Just AI that produces operating leverage.