Services

Strategic counsel for organizations that matter.

Montglade Strategies works with nonprofits and closely held businesses — helping leaders make better decisions, navigate complexity, and build lasting organizations.

Nonprofit Organizations

We understand the unique pressures facing mission-driven organizations — from governance and compliance to strategic planning and leadership transitions.

Governance & Board Development

Strengthening board structures, policies, and practices to support effective oversight and organizational health.

Organizational Strategy

Facilitating strategic planning processes that align mission, resources, and stakeholder expectations.

Compliance & Formation

Formation, tax-exempt status, compliance reviews, and ongoing advisory support for nonprofit entities.

Leadership Transitions

Supporting executive transitions, succession planning, and organizational change management.

Closely Held Businesses

Family businesses, partnerships, and owner-operated companies face a distinct set of challenges. We provide counsel that respects both the business and the relationships behind it.

Business Strategy & Planning

Working with owners and leadership teams to clarify direction, set priorities, and build execution plans.

Governance & Ownership Structures

Designing governance frameworks and ownership arrangements that protect the business and its stakeholders.

Transactions & Agreements

Negotiating and structuring contracts, operating agreements, and transaction documents.

Succession Planning

Planning for ownership and leadership transitions that preserve value and relationships.

Not sure where to start?

Many of our engagements begin with a conversation. Reach out and we'll help you figure out where we can add the most value.