SCHEDULE A CONVERSATION

BETTER DECISIONS START
WITH THE RIGHT PERSPECTIVE.

This introductory conversation is designed to understand the business question, upcoming decision, timeline, and operating context. The goal is to determine the right next step—and whether KAG is the right partner to help lead it.

FOCUSED & EFFICIENT
A focused 45–60 minute conversation centered on the decision facing the business.

PREPARED DISCUSSION
KAG reviews the information you share beforehand so the conversation begins with context.

WHAT TO EXPECT

A clear and collaborative process to set the foundation for better decisions.

1

PREPARE

Share the business question, timing, and operating context.

2

WORKING CONVERSATION

Discuss the situation, constraints, and what needs to be understood.

3

DEFINE THE NEXT STEP

Determine the right scope and whether KAG should lead it.

OPERATOR-LED PERSPECTIVE
KAG examines the decision from inside the business—not from the perspective of a predetermined assignment.

CONFIDENTIAL & DIRECT
Your information is treated confidentially, and the conversation is focused on the decision in front of you.

September 2026
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Select a date to view available appointments.
All appointment times are shown in Eastern Time (ET).
September 2026
Sun
Mon
Tue
Wed
Thu
Fri
Sat
Select a date to view available appointments.
All appointment times are shown in Eastern Time (ET).

LET’S START THE CONVERSATION.
Better decisions begin with the right question.

Questions before scheduling?
919-922-5478
info@katzadvisorygroup.com