
We Advise
Strategic
Advisory
Project Feasibility & Affordability
Site Selection & Acquisition
Financing Options
Planning
Permitting
Construction
Your Partner In Purpose
We started Strategic Advisory to expand access to high-quality education by helping current and future school leaders navigate facility decisions with confidence. We bridge the gap between real estate, finance, and ops expertise that even the largest networks often lack in-house.
Together, we create a concrete, actionable roadmap to bring each school’s unique vision to life.
Start with Strategy.
Build with Confidence.
OBSTACLES
WHAT WE DELIVER
Smart pre-dev planning: risk-managed sitesearch and achievable budgets and timelines
Upfront decisions are high-stakesand can have long-term implications
Specialized team across pre-dev, financing, construction, and operations
Schools rarely have real estate expertise in-house — but development demands specialized know-how
Hands-on delivery: on-time and on-budget with contingency plans in place
School calendars are fixed, but development timelines are variable
Where Vision Meets Viability
Our Approach
Month 01
Discovery & Feasibility
Align on growth plans and program needs, evaluatesite feasibility, and establish preliminary budgets andtimelines with the right project team.
Month 02
Diligence & Affordability Modeling
Develop early layouts with architects, site/property duediligence, validate costs with contractors, and stress-testbudgets and pro-formas against enrollment and financial projections.
Month 03
Build an Execution-Ready Plan
Map financing and development options and present aclear roadmap for leadership and board approval.
Plan Smarter. Build Brighter.
We’ve Been In Your Shoes
Decades spent in the charter sector — and many of us have served as school leaders ourselves.
We Know Who To Call
Local expertise, nationally. We’ve cultivated deep relationships with funders, architects, and contractors across the country.
Everything Under One Roof
Finance. Real estate. Operations. Proven across 280+ projects completed and $1B+ financed.
Solutions for Every Stage
From first-time founders to scaling networks, we’ve created 117,000+ student seats by meeting schools where they are.
Hands-On Partnership
We stay embedded in your team through execution — with more than 35 clients in our portfolio returning for future phases.

Support That Starts Where You Are
Just Getting Started?
We’ll help you clarify your facility needs, assess what’s possible, explore site options, and build an action plan that sets your vision up for success.
Already in the Works?
Schools often return to us for additional phases and replications. If you’re planning to expand, we’ll help you assess what’s next — whether that’s scaling up, opening a new campus, or transitioning to a long-term facility solution.
Somewhere in Between?
Maybe you’re navigating under-enrollment, exiting a lease, or seeking long-term control of your facility. We meet you where you are — helping you chart a path forward rooted in your mission.



