Business Advisory
We find it. We fix it. We build the systems so it doesn't happen again.
Growth concentrates risk between 50 and 200 employees. That's where we start.
You didn't get to 50 employees by being careless.
But somewhere between hiring fast and moving faster, gaps opened up.
A policy that was never written. A vendor with no backup. A termination that wasn't documented. A strategy built on assumptions, not data.
None of these feel urgent — until they are.
By then, you're managing a crisis instead of a business.
Defending and settling a single employment claim costs employers an average of $75,000.
That's before a jury ever sees it.
Most businesses that call us had no idea the exposure existed.
We work with companies before the crisis. That's how you stay ahead of employment risk, supply chain risk, and operational risk — before they become the bill.
Why HEART
Most advisors cover one area. When your risk spans HR, supply chain, and strategy at the same time — and it usually does — one area isn't enough.
Employment Risk
An employment attorney with director-level HR experience at Texas state agencies. Legal expertise and operational HR in one advisor — that combination is rare.
Supply Chain
Six Sigma certified. Trained to find fragility in operations before it becomes a crisis. Vendor concentration, single-source dependencies, procurement gaps.
Strategy & Sales
18 years in sales. 6 years building businesses in Texas. HEART's founder sits on an EDC board and has built entrepreneurship programs here. He knows this market.
How we work
Start where you are. We'll tell you honestly what you need.
Single Day Engagement
You're facing a decision and need expert perspective fast. Hiring. Vendor contracts. Restructuring. HR incident. Growth strategy. One day with our team. One clear recommendation. One written action plan to move forward.
Investment is scoped to your company size and engagement complexity.
2–3 Week Engagement
The starting point for most engagements. We conduct a full diagnostic across your HR practices, supply chain structure, operations, and strategy. You get a clear picture of your highest-exposure areas and a prioritized roadmap to address them. No fluff. No 80-page PDF you'll never read. A real plan you can act on Monday morning.
Investment is scoped to your company size and engagement complexity.
1–3 Month Engagement
We don't just tell you what's broken. We fix it. Hands-on implementation across HR policy, supply chain restructuring, process design, and technology — with your team, not just for them. This is where the real work happens.
Investment is scoped to your company size and engagement complexity.
Monthly Retainer
Your expert team. On call. Monthly access to our full advisory team — HR strategy, supply chain, technology, and business strategy. For when you need answers before problems become crises. Most clients come to us after their first close call. Retainer clients don't have one.
Investment is scoped to your company size and engagement complexity.
Also available
Not every problem requires a full engagement. Some need one thing done right. Pricing for standalone services is available on request.
Employee Handbook & HR Policies
Undocumented policies are your liability in court. A handbook that is actually used changes that.
HR Risk Audit
Most employment claims begin with something that was never written down. Find the gaps before a former employee does.
Supply Chain / Vendor Risk Audit
Nearly half of businesses experienced supply chain disruption from a third-party failure last year. Find your single points of failure before they find you.
Compliance Training (half/full day)
Your managers make HR decisions every day. Most have never been trained on what is legal. One session changes the exposure profile of your entire company.
AI & Automation Assessment
Find where technology can replace a manual process — and where it cannot. No vendor pitch. Just an honest read of your operations.
RFP / Procurement Management
Most businesses leave value on the table when they go to bid. We run the process so your vendor relationships are built on terms, not habit.
What changes
We'll tell you honestly whether you need a full engagement or just one afternoon with our team. No pressure. No pitch. Just clarity.