Our Service - Our Value
We serve as your Strategic Advisor by collaboratively developing
the strategy you need in order to realize your vision
In an industry where the stakes are high and the margin for error is minimal, having a trusted strategic advisor who understands both the technical complexities of aviation and the nuances of business strategy isn't just valuable—it is essential for sustainable success.
What makes our services truly invaluable is our unique combination of deep aviation industry expertise, strategic business acumen, intangible asset valuation capabilities, board-level governance experience, and commitment to collaborative partnership.
We go beyond advising
we actively participate in your success as trusted board members and strategic advisors, bringing our network, experience, and resources to bear on your most critical challenges and opportunities while ensuring that every aspect of your enterprise value is recognized and maximized.
Segments of business aviation:
Aviation Real Estate, Charter/Jet Card/Membership; Part 135 Operators and their creation and operation; Drone Delivery;
Aircraft Acquisition and Financing, Sustainable Aviation Fuel and Carbon Assets
Examples of Projects:
Wrote the business plan, white paper, case studies, and pitch deck for a client and built relationships with business partners to realize the client’s vision.
Identified services, partnerships, and resources that saved clients high seven figures in expenses and cash
Conducted the due diligence and created risk assessment protocols to ensure clarity in growth and development of long-term partnerships
Developed a third-party advisory board and obtained a keynote speaking engagement to drive growth and industry change for a client
Evaluated a new revenue stream and developed the product positioning strategy for an existing business
Developed a strategy for the sale of business assets - both tangible and intangible; wrote the teaser letter; created and oversaw the data room; and networked with the business aviation community to quantify the enterprise value of the company that resulted in an offer
Underwrote and presented opportunities for financing aviation real estate acquisitions to alternative and traditional lenders and investors that benefited all parties
Led a team of aviation industry professionals that we recommended to locate, acquire, import, and finance an aircraft for a HNW
Evaluated opportunities for investing in the sustainable aviation fuel segment and broader carbon assets for an UHNW
Rebranding a luxury consumer product, establishing sales goals, and developing marketing strategy
Oversee Partnership and Acquisition Due Diligence , Financial Review, and Buyout
SWOT and Competitive Analysis
Q of E Analysis for acquisitions of Parts 135, Part 145, and aviation real estate businesses
Tabletop and Pitch decks for strategic investment and acquisition analysis
How We Support the Needs of Business Aviation Companies
Strategic Partnership Advantage
Every engagement is meticulously tailored to leverage your existing strengths while filling critical capability gaps. We never impose generic solutions—we collaboratively develop customized strategies that align with your specific vision, resources, and market position.
Proven Track Record:
- Orchestrated complete business transformations from concept to market execution
- Facilitated successful exits and acquisitions with optimized enterprise valuations, including comprehensive intangible asset assessments
- Developed strategic frameworks for monetizing intellectual property and operational expertise
- Established strategic advisory boards and governance frameworks that drive sustainable growth
- Developed third-party advisory boards and secured industry thought leadership platforms
- Delivered comprehensive rebranding and market repositioning initiatives
- Provided ongoing board-level strategic counsel and executive advisory services
- Quantified and leveraged intangible asset value in financing and transaction scenarios
How We Support the Needs of Individual Investors and Family Offices in Aviation and other unique and complex industries
How We Support the Needs of Individual Investors and Family Offices
For those who own business aircraft or who work with the users of business aviation and other complex industries
we provide you with clarity and transparency by building a cohesive team that builds upon the specialization of its experienced members that collaborate on legal, brokerage, insurance, appraisal, financiers, management companies, and tax advice that you need to make the correct decision for you.
COMMUNICATION AND COLLABORATION
We communicate amongst multiple parties that move your acquisition forward on its needed timeline by collaborating with the experts on your team and our community of experts.
FINANCIAL OVERSIGHT
We support you through the credit presentation; development of the term sheet; review of the legal documentation from a financing perspective to ensure your needs are met; and legal negotiations for the aircraft financing and other asset categories (art, yacht, winery/vineyard); and closing process.
LONGEVITY AND SUSTAINABILITY
We remain with you through the lifecycle of your investment and identify opportunities to maximize your return as your requirements evolve.
INITIAL AND ONGOING DUE DILIGENCE
We support investors and their teams in conducting the due diligence to select early stage aviation industry service ventures. Specific projects for investors include the evaluation of aviation real estate, sustainable aircraft fuel, charter, Part 135 and 145 operations, and drone delivery businesses - as well as ultra-premium wine brand market strategy and wine industry service providers.
How Our Clients View Our Journey Together
Our Impact
"If you want to go fast, go alone. If you want to go far, go together." - African Proverb
We start our journey by asking a question: What does success look like to you?
and
and
2024 Award Recipient for North America Business Awards - Best Aviation
Business Consultancy Firm 2024 – USA
"
Shelley is a consummate professional.
She is both extremely knowledgeable and
well-connected to honorable, top-notch
experts in every aspect of aviation. Her
services make the aircraft acquisition
process dramatically easier, and you
get all this at a great price.
First time aircraft owner who made a complex, international acquisition
"
Shelley is a breath of fresh air.
She knows how to collaborate and get big stuff done.
General Manager of a Portfolio Company where she serves as a strategic advisor and owner's representative
"
In the complicated world of aviation finance
that seems to take long and require
more information that what we expected,
she was great. She responded quickly,
listened to our needs, and asked thoughtful questions that made us understand
that she values what our organization
is doing and that she wanted to
support us.
First time aircraft buyers
"
She is extremely thoughtful,
well connected, and strategic.
Her due diligence kept us from making a high seven figure mistake and allowed us to focus our time on other opportunities that met our ROI requirements.
Single family office
"
She is priceless...
There is a difference between
men and women in business.
That’s not a bad thing…
but,
I can attest to the importance of women
working together based on the past year
that I’ve had the privilege of
Shelley’s
steady, insightful, encouraging direction
and leadership.
I call her Wonder Woman,
and she very much deserves the moniker.
Perhaps it’s the combination of banking
AND
aviation experience,
but, ultimately,
I think her power is derived from her
willingness to lead, inspire, and strengthen
the community around her
for everyone’s collective benefit.
My many thanks to my FIRST
female mentor, advisor, and friend.
Female Founder in the
Aviation Services Industry
"
I'd be paddling circles in the ocean without [her and the team assembled].
She found the right financing solution for our project, brought in resources that saved us six figures, and changed the way we conduct due diligence that is benefiting the industry.
We never knew we needed this.
Start up Private Equity Firm
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