Fulcrum & Co. is the first advisory practice designed to integrate executive energy sustainability, behavioral leadership assessment, and institutional governance into a single quantified risk model.
Most advisory firms assess strategy, financials, and operational process. They leave the most predictable source of organizational failure unmeasured: the human system powering execution.
Revenue architecture, decision governance, delegation infrastructure, and systematization depth. The structural foundation of scalable growth.
Leadership behavioral patterns, conflict resolution, accountability architecture, and the willingness to evolve. The leading indicator of whether scaling succeeds.
Executive energy sustainability, recovery architecture, and decision quality under load. Not a wellness metric — a quantified institutional risk factor.
Why you built this and what it becomes. Purpose embedded in culture, governance, and legacy — the foundation of talent retention and long-term enterprise value.
Every number in our engagement is derived from your data — your revenue, your calendar, your team, your behavioral patterns. The output is a quantified risk model with a clear financial case for every recommended change.
Layer 1 (hard costs) and Layer 2 (opportunity costs) are never combined. Combining them overstates the case. We do not overstate the case.
McKinsey tells you what strategy to execute. We tell you whether your leadership system has structural capacity to execute it — and what happens if it doesn't.
Korn Ferry tells you if leaders are individually capable. We tell you whether the system they operate in — governance, energy architecture, alignment — is structurally sound.
Deloitte audits human capital processes. We audit the human system's structural integrity and attach a financial exposure number to every gap.
The same four-pillar EQI™ framework scales from a $1M founder-led company to a $100M+ enterprise. What changes is the unit of analysis, the financial modeling depth, and the institutional complexity.
$500K – $3M Revenue
The unit of analysis is the founder. Weighted EQI™ with 30% Physical Vitality, Founder Dependency Risk Score™, and a 60-Day Founder Architecture Blueprint.
$3M – $15M Revenue
The first scaling inflection. Full 40-statement EQI™ across the leadership team, LEVI™ variance analysis, and a 90-Day Growth Reset Blueprint.
$15M – $40M Revenue
Churn-compensated growth exposed. Full executive risk discovery, revenue fragility analysis, and a 180-Day Scale Acceleration Blueprint.
$40M – $80M Revenue
The pre-institutional moment. Governance architecture, succession fragility, enterprise value sensitivity analysis, and a 12-Month Transformation Architecture.
$80M+ Revenue
Board-level engagement. Full C-suite and board interviews, weighted EQI™, enterprise value modeling, NPV transformation case, and 18-Month Enterprise Architecture.
“Revenue growth built on a leadership system operating beyond sustainable capacity does not compound. It compensates. And compensated growth has a ceiling.”
Fulcrum & Co. · The Leadership Equilibrium Premise
Diagnostics identify the gaps. Mentoring closes them. Every mentoring engagement is anchored in the four-pillar framework and tracked against measurable outcomes.
For founders at $500K–$15M navigating the transition from founder-run to system-driven. Structured around dependency reduction, energy architecture, revenue decoupling, and delegation infrastructure.
For CEOs at $15M–$80M managing executive teams, board relationships, and institutional complexity. Focused on executive alignment, decision governance, succession readiness, and the founder-to-CEO role evolution.
For $80M+ organizations executing institutional-scale change. Board facilitation, C-suite alignment, succession development, governance redesign, and cultural coherence architecture.
A curated cohort of 6–8 non-competing CEOs at similar revenue stages. Structured quarterly sessions built around real-time leadership challenges, with EQI™ benchmarking across the cohort.
A 30-minute conversation to understand your stage, your challenges, and whether the engagement is the right fit.
2–6 weeks of structured assessment. Interviews, EQI™ administration, LEVI™ variance analysis, and financial modeling.
A quantified risk model, clear financial case, and an actionable transformation blueprint. Three paths forward.
Ongoing advisory to close the gaps. Monthly sessions, quarterly intensives, and measurable EQI™ progress tracking.
Every engagement begins with a conversation. No pitch. No pressure. Just a structured discussion about where your organization is and whether the diagnostic is the right next step.
All inquiries are confidential. We respond within 24 hours.