Accelerated Growth.
Better Pricing.
Our Expertise + Your Domain Knowledge = Symphony.
We bring pricing & strategy depth — and guide execution.
Together, we create lasting impact.
Pricing Diagnostic
4–8 Week Assessment
Quick wins. Strategic insights. Momentum.
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A focused assessment designed to evaluate your pricing capabilities and uncover quick wins. We help you identify patterns of leakage, opportunities for uplift, and structural challenges that may be limiting performance — all without requiring a long-term commitment.
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Pricing alignment with customer value and segment expectations
Discounting behavior and performance leakage across deals
Quick wins based on analytics and segmentation
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Observations on pricing discipline, process, and performance gaps
A high-level summary of findings and actionable recommendations
Emerging insights
Quick wins and momentum.
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Most B2B companies — especially those that haven’t yet built advanced pricing capabilities
It’s especially valuable for:
Teams with inconsistent discounting or decentralized pricing
Post-M&A entities seeking alignment or a fresh lens
Pricing Transformation
12-24 Month Journey
Structure. Discipline. Capability-building. Long-term impact.
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A comprehensive change program to embed pricing excellence across strategy, execution, and culture. We co-design improvements, pilot them in critical areas, and guide internal teams as they scale. From segmentation to tooling, playbooks to mindset — this is where foundational change happens.
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Clear pricing strategy aligned to market segmentation and value
Disciplined discounting and approval workflows
Embedded analytics that support action, not just dashboards
Playbooks, tools, and processes for frontline execution
Role clarity across pricing, sales, and product/BU teams
Leadership alignment, training, and light-touch governance
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A roadmap that translates strategy into practical change
Tested pricing playbooks and early implementation support
Embedded mindset and durable capability
Ongoing advisory (we guide execution, but clients own it)*
*Clients retain ownership of execution. We develop strategy and tactics, recommend processes, and guide execution — but do not take over operational ownership.
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Organizations seeking to embed pricing as a core capability
Businesses facing growth plateaus, inconsistent margin capture, or complexity
Teams recovering from acquisition, divestiture, or pricing system fragmentation
Post-M&A Pricing Integration
6-10 Month Engagement
Align. Integrate. Accelerate.
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A structured program to align pricing strategy, tools, and governance following a merger or acquisition — with sensitivity to the legal, cultural, and operational dynamics of integration.
We support clients before and after close, including clean team setup and post-close execution planning. Our goal is to help you unlock pricing synergies while protecting compliance and ensuring Day 1 readiness.
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Clean team–guided pricing assessments pre-close (when legally permissible)
At-close integration planning across pricing models, discount policies, and governance
Consolidation of pricing tools and analytics infrastructure
Harmonization of customer segmentation, value props, and pricing logic
Post-close rollout guidance, team training, and cultural alignment
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A phased pricing integration roadmap tailored to your deal
Identification of early wins and longer-term opportunities
Guidance across strategy, design, and change management
Execution support without assuming operational control*
*We develop strategy and tactics, recommend processes, and guide execution — but clients retain ownership of operations.
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Organizations navigating M&A integration with overlapping customers
Teams seeking to protect margin while aligning pricing systems and governance after M&A
Deal sponsors looking to accelerate synergy realization and avoid Day 1 disruption
Pricing M&A Due Diligence
2–4 Week Advisory Engagement
Clarity before the close. Confidence after.
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A focused, pre-close pricing assessment designed for investors and corporate deal teams. We evaluate the target’s pricing structure, monetization logic, and potential risks — all within the boundaries of clean team protocols or anonymized data access, as appropriate.
This insight helps sponsors shape the deal thesis and lay the groundwork for post-close integration.
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Strategic pricing positioning and value alignment
Discounting behavior and margin leakage
Customer and product-level profitability signals
Pricing tool and process maturity
Readiness for scalable pricing execution post-close
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A concise red/yellow/green heat map of pricing risks and upside
Observations to support synergy modeling and Day 1 planning
A structured outside-in perspective on pricing scalability
Option to roll forward into post-close pricing integration support
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PE and corporate buyers evaluating B2B targets
Deal teams working under clean team or third-party review protocols
Sponsors needing quick-turn insight into pricing risk and upside
Note: All pre-close work is conducted in compliance with legal requirements. When sensitive data is involved, we work through clean team structures or anonymized reviews to preserve regulatory boundaries.
For deal teams reviewing targets on a rolling basis, we also offer a retainer-based option — for example, one day per month of rapid review support to flag pricing red flags or upside.
Growth Strategy Development
4–6 Week Engagement
Accelerate strategic growth. Sharpen focus. Outsmart competitors.
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A short, high-impact engagement designed to help your leadership team sharpen strategic focus. We work with you to define where to play and how to win — using outside-in analysis, market segmentation, and internal capability alignment.
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Customer segmentation and growth dynamics
Current offering relevance by segment
External trends shaping buying behavior or competitor moves
Internal alignment across product, sales, and marketing
Strategic friction points limiting growth (e.g., lack of focus, misaligned priorities)
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Market segmentation based on growth drivers and customer analysis
Prioritization of attractive customer segments based on CEO Metrics
Value proposition refinement for priority segments
Competitive positioning (using public data and internal intel)
Internal capability mapping: where you're strong, where to fill gaps
Note: This engagement does not include salesforce sizing or financial modeling of GTM cost.
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B2B companies with aggressive growth goals or a history of opportunistic sales.
Much sales behavior here is reactive rather than proactive.
You may build strategy annually — but execution never quite ties back to it.
SKU Rationalization
6–10 Week Assessment
Simplify. Focus. Improve profit growth.
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A targeted initiative to evaluate and streamline your SKU portfolio. We identify low-value SKUs that dilute margin, strain operations, and create pricing inconsistency. This isn't cleanup for its own sake; it's a focused effort to unlock profitable growth by reducing internal friction and sharpening customer value delivery.
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SKU proliferation and the resulting misalignment between sales, marketing, pricing, finance, and operations
Low-margin SKUs that absorb unjustifiable supply chain or engineering effort
Inconsistent pricing and discounting driven by catalog complexity
Lack of visibility into SKU-level profitability and contributionsegmentation
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A recommended SKU rationalization roadmap with margin and growth capacity impact estimates
Quick wins with minimal disruption
Stronger foundation for pricing, forecasting, and GTM alignment
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Private equity portfolio companies seeking operational EBITDA gains
Industrial manufacturers and distributors with 1,000+ SKUs and operational friction
CPG and electronics companies facing assortment sprawl
Businesses preparing for pricing transformation or platform simplification
AI-Enabled Pricing & Efficiency
Varies by scope — often phased over 3-6 months
Smarter tools. Cleaner decisions. Faster margin wins.
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A focused offering to help B2B companies use AI and machine learning to improve pricing execution, speed, and decision quality — without overbuilding dashboards or automating guesswork. We help you identify the pricing levers where AI can make a real difference — and work with your team to build, test, and refine the right solutions.
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Where pricing decisions depend on human rules vs. scalable logic
Opportunity for AI to improve forecast accuracy and volume targeting
Role of quote guidance tools, segment-based pricing, and analytics
Current system limitations and integration paths
Cultural readiness for adoption (tools vs. trust)
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A pragmatic roadmap for AI enablement — not a “tech for tech’s sake” plan
Use cases that reflect real business value
Collaboration with your pricing, IT, and commercial teams to co-develop or evaluate tools
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B2B firms with complex quote environments or high product/SKU velocity
Pricing teams struggling with forecast accuracy or volume inflation
Companies exploring how to leverage AI to create value
AI Adoption Strategy
4–6 Week Advisory Engagement
Clarity. Alignment. Impact.
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Our AI Adoption Strategy helps organizations move from scattered experimentation to structured, results-driven AI initiatives. Too often, AI efforts start in silos, which are disconnected from business priorities and hard to scale. We offer a focused, practical approach to unlock real value.
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We work closely with your leadership team to build a customized roadmap using our proven “AI Ladder” framework. This five-step approach ensures clarity, focus, and governance at every stage:
1. Awareness & Education: Demystify AI and create a shared understanding across teams.
2. Use Case Prioritization: Identify and prioritize AI opportunities that matter most to your business.
3. Governance: Establish an internal Center of Excellence to guide alignment, accountability, and knowledge sharing.
4. Adoption: Implement AI solutions in a phased, low-risk manner, guided by strategy.
5. Measurement: Define metrics, track outcomes, and create a feedback loop to sustain success.
We also help operationalize this framework for ongoing AI initiatives and future waves of projects, ensuing long-term agility and scalability.
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Clear baseline of your current AI maturity.
Customized AI Ladder roadmap built around your goals, needs, and priorities, with cross-functional buy-in.
Governance structure to oversee and guide every phase of your AI journey.
Optional Program management support for seamless execution
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This service is ideal for organizations across industries that want to shift from ad hoc AI experiments to a unified, business-driven strategy. Whether you are just getting started or looking to clean up fragmented efforts, we help you build clarity, momentum, and measurable impact.
We bring real-world operational experience and proven methodologies to help you leverage AI as a strategic asset and create measurable benefits for your business.
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