Business Advisory

Most growing businesses are carrying some risk they haven't had time to look for.
We help you find it and deal with it.

We find it. We fix it. We build the systems so it doesn't happen again.

Risk concentrates as you grow, from early hiring through every new compliance layer. That's where we start.

Schedule a Free Discovery Call. No Pitch, Just Listening.

Growth tends to bring old problems to the surface, and we help you get ahead of them.

You built this by moving fast, and that's exactly why some of the systems haven't caught up yet.

  • A policy that was never written.
  • A vendor with no backup.
  • A termination that wasn't documented.
  • A strategy built on assumptions, not data.

These issues are usually easy to fix early. Left alone, they start taking up time you'd rather spend running the 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 like to get involved early, so a small HR gap or a vendor issue doesn't turn into something bigger.

Why HEART

Three disciplines. One team. No gaps.

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

19 years in sales. 6 years building businesses in Texas. HEART's founder has EDC board experience and has built entrepreneurship programs here. He knows this market.

How we work

Four ways to engage.

Start where you are.
We'll tell you honestly what you need.

Single Day Engagement

Decision Clarity Session

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.

  • Pre-session intake and research
  • Full-day working session with our team
  • Written recommendation and action plan
  • Follow-up Q&A within 7 days

Investment is scoped to your company size and engagement complexity.

Discuss Investment →

2-3 Week Engagement

Risk & Readiness Assessment

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.

A clear, prioritized plan you can act on - not a binder you'll never open.

  • Employment risk gap analysis
  • Supply chain fragility assessment
  • Operational risk map
  • Strategic opportunity identification
  • Prioritized 90-day action plan
  • Executive presentation for your leadership team

Investment is scoped to your company size and engagement complexity.

Discuss Investment →

1-3 Month Engagement

Risk Mitigation Engagement

We don't only recommend changes - we help your team implement them across HR, supply chain, and operations.

This is where the real work happens.

  • Employee handbook and core HR policies
  • Supply chain vendor diversification plan
  • Process documentation and SOPs
  • Technology and automation roadmap
  • Weekly progress sessions with your team
  • Monthly executive updates

Investment is scoped to your company size and engagement complexity.

Discuss Investment →

Monthly Retainer

Fractional Advisory Retainer

Your expert team. On call. Monthly access to our full advisory team: HR strategy, supply chain, technology, and business strategy.

Retainer clients usually catch these issues early, often before they'd need to call a lawyer.

  • Monthly strategy session
  • On-call guidance: HR, supply chain, strategy
  • Document review and policy updates
  • Priority access to the full team
  • Quarterly business review

Investment is scoped to your company size and engagement complexity.

Discuss Investment →

Also available

Standalone services for specific needs.

Not every problem requires a full engagement. Some need one thing done right. Use these on their own, or alongside a package.

People & compliance

Employee Handbook & HR Policies

Scoped project

Undocumented policies are your liability in court. A handbook that is actually used changes that.

HR Risk Audit

Scoped project

Most employment claims begin with something that was never written down. Find the gaps before a former employee does.

Compliance Training (half/full day)

Half or 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.

Operations & vendors

Supply Chain / Vendor Risk Audit

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.

RFP / Procurement Management

Scoped project

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.

Technology

AI & Automation Assessment

Assessment

Find where technology can replace a manual process, and where it cannot. No vendor pitch. Just an honest read of your operations.

Pricing for standalone services is available on request. Request a Quote →

What changes

What it looks like on the other side.

  • Policies your team actually follows.
  • A supply chain where a problem with one vendor doesn't turn into a problem for the whole company.
  • HR decisions made with legal confidence, not guesswork.
  • A business that keeps growing with fewer surprises, because HR, supply chain, and operations are documented before they're tested.

Not sure where to start?
Start with a conversation.

We'll tell you honestly whether you need a full engagement or just one afternoon with our team. No pressure. No pitch. Just clarity.

Schedule a Free Discovery Call