PathForward

LEAP Strategic Advisory

Helping CEOs and Boards Navigate Complex Business Challenges

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PathForward is our holistic CEO and board advisory offering, combining the power of LEAP’s CEO Advisory Panels and Leadership Assessments into one integrated approach.

This isn’t just about responding to a crisis. It’s about preparing for what’s next.

Where We Engage

PathForward helps CEOs, boards and private investors make better strategic decisions, understand their exact needs, and navigate organizational transitions with clarity and conviction. Typical scenarios include:

  • Significant transformation or growth periods where strategy and execution must align
  • Preparing the organization and leadership team for the next CEO
  • Managing complex board relationships during periods of uncertainty
  • Balancing short-term performance with long-term strategic positioning
  • Supporting newly appointed or first-time CEOs stepping into expanded roles
  • Guiding critical decisions around resource allocation and senior leadership hiring

How PathForward Works

PathForward engagements are flexible and tailored. They can be:

  • CEO-focused, board-focused, leadership team-focused—or a combination of all three
  • Short-term—focused on solving a specific high-stakes issue
  • Long-term—supporting an evolving set of challenges over months or longer

Every engagement begins with context, taking a holistic view of the challenges, ambitions, and pressure points at play. From there, we curate a custom-built CEO Advisory Panel, a small, confidential group of former CEOs matched precisely to your situation using PanelBuilder.AI, and, where valuable, integrate our CEO & Leadership Assessment framework to provide deeper clarity on leadership and organizational readiness.

PathForward Combines Two Core Elements

1. CEO & Leadership Assessment

We assess both individual and organizational readiness. This isn’t a generic skills test or HR assessment. It’s a strategic diagnostic, grounded in real-world leadership experience, that determines:

  • What the CEO needs now versus what’s needed next
  • Where leadership strengths can be leveraged or developed
  • How the team aligns with future growth and transformation goals
  • What’s required to prepare for succession and continuity

2. CEO Advisory Panel

We convene a panel of 3 former CEOs who’ve sat in the chair and navigated similar situations. The panel offers:

  • Objective insight from leaders who’ve scaled businesses, managed crises, and driven transformation
  • Confidential, candid discussions grounded in experience, not theory
  • Scenario-driven guidance tailored to your organization’s unique contex

WHAT TO EXPECT

Because CEOs and boards value both clarity and confidentiality, we keep the process structured, efficient, and highly focused:

  • Engagement length—from focused 4-week sprints to 12-month strategic partnerships
  • CEO & leadership time required—typically 2–4 hours per month
  • PanelBuilder.AI—precision-matching former CEOs to your unique challenges
  • CEO Assessment—providing data-driven insights into leadership strengths, gaps, and readiness
  • Structured facilitation—guided, outcome-driven panel sessions designed to deliver actionable recommendations
  • Confidential written summary—capturing key insights, decision paths, and recommendations for the CEO or board
  • NDA and proposal step—ensuring trust, transparency, and confidentiality from day one

IMPACT & OUTCOMES

Proven CEO expertise in making the decisions that matter.
No recycled frameworks. No strategy without experience.

When the stakes are high, decisions made at the CEO and board level have lasting impact. PathForward helps leaders see around corners, avoid costly missteps, and create decision runway—getting you there faster.

Unlike traditional consultants, LEAP doesn’t deliver reports from the sidelines. We embed as strategic partners, working directly with CEOs and boards through their most critical challenges, bringing lived experience into the room when it matters most.

The RESULT

  • Clarity on leadership capability and organizational readiness
  • A roadmap for transformation, succession, growth or stability
  • Faster, better-informed decisions at the CEO and board level
  • Reduced risk and increased alignment across stakeholders

“You’re never simply replacing a CEO—you’re finding the next CEO. That means boards must stop thinking tactically about who fills the chair and start thinking strategically about where the organization is going. PathForward brings that discipline and foresight when it matters most.”

Lynn Oldfield, Former CEO AIG Canada—LEAP Advisory Partner

PanelBuilder.Ai

While most CEOs have faced similar headline challenges—restructuring, refinancing, market challenges—their résumés rarely reveal how they navigated those situations.

The real value comes in the ‘how’.

We developed our proprietary IP, PanelBuilder.AI, to do exactly that. It quickly unpacks the complexity of a client’s situation and assembles the right advisory partners—those with relevant experience not just in the industry, but in the specific nuances of the challenge.

PanelBuilder.AI completely deconstructs our Advisory Partners to uncover their deepest level of experiences and complexities. It is not just about achievements and successes; it also reflects the hard-earned wisdom gained from struggles and failures—things that would never appear on a CV, during an interview, or through other testing methods.