Going one-on-one with David Shepherd 

Here are common situations that can
benefit most from my advice

Transitions

My work centers on guiding you through the critical inflection points that define a career. Together, we navigate the messy friction of evolution—whether you are transitioning from a solo practitioner to a small team, stepping up to manage a large-scale firm, or wrestling with the complexities of software overhauls and hiring critical staff. I am also there for the quiet, difficult decisions: engineering a necessary downsizing, preparing your business for a clean exit, or simply establishing a structure that finally allows you to step away.

($1,250 for 4 sessions, recurring until cancelled)

Strategies

Strategy is ultimately about clarity and elimination. We will pinpoint your most compelling professional dream, identify the exact clients you actually want to serve, and isolate the precise capabilities you must master to win them over—while ruthlessly cutting out everything else. By honestly confronting the gaps in your current expertise, we will chart a direct course to overcome them and lock in the specific, high-yield actions required to turn your business into a machine for serious income and generational wealth.

($3,750 for 6 week process)

Situation Audit and Analysis

We begin with a rigorous operational and financial audit, bench-marking your metrics, systems, and staff alignment directly against the industry's top-performing firms. Once I expose your hidden operational leaks and structural friction, we map out a definitive strategy to eliminate those weaknesses and maximize your profitability.

($5,450 for 6 week process)

Advisory

Leadership is a lonely endeavor, and you shouldn't have to carry the operational weight alone. As your advisor, I am your sounding board for the immediate, high-stakes realities of running a business—whether you are navigating a volatile client situation, resolving a toxic employee issue, or agonizing over a critical pricing decision. When you are staring down an unexpected bottleneck, reviewing worrisome financial statements, or simply carrying the non-specific stress and uncertainty that comes with the territory, we will sit down, clear the noise, and find the path forward.

($1,250 for 4 sessions, recurring until cancelled)

David Shepherd taught courses related to strategy, finance, and cash flow at the University of Texas at Austin for over 20 years. He specialized in applying advanced concepts to small businesses owners, including those with minimal business training. After being hired as a consultant by an interior designer, he fell in love with the complexity and opportunity of that business, and focused exclusively on it. He subsequently developed over 40 business conferences (attended by over 4,000 interior designers) while also creating executive coaching networks for over 400 principals. And for scores of firms, David provided one-to-one consulting, resulting in the most thorough and value set of case studies in the industry today.