PDT Global Consulting LLC · Strategic Advisory

Strategic Advisory for Multi-Entity Operators

Most advisory firms counsel a single entity. The work here starts one level up — at the operating layer where several distinct businesses, holding vehicles, or trust structures share a principal and a strategy. We map the seams between them: how capital moves, how decisions get made, and how the whole structure positions itself for the next chapter, whether that means a succession event, a capital raise, or a quieter decade of compounding. Twelve-week sprint. Written plan. Principal-led from first call to final deliverable.

Begin an engagementAll practice areas
What we address

Four disciplines, one operating layer.

  1. I.
    Clarity across entities

    Governance, decision-rights, and information flow across holding structures, operating arms, and trust vehicles. A single written operating thesis that every entity can be read against.

  2. II.
    Succession alignment

    Principal transition planning that keeps the operating layer intact: roles, capital, and continuity written down before they are needed rather than after.

  3. III.
    Capital readiness

    Structure-side advisory for cross-entity capital events — debt, equity, or family-office capital. Diligence prep, structuring memo, and steward-side representation.

  4. IV.
    Cross-sector operating model

    Org shape, vendor stack, and staffing model design for principals whose entities span fleet, professional services, publishing, or real estate — built to share overhead without blurring brands.

Engage the firm

Ready to begin the conversation?

Engagements start with a single message. Include your sector, the entity count, and what the next ninety days should look like.

The principal reads every submission and replies within two business days. Begin with the sector, the entity count, and the first deliverable you have in mind.

Begin an engagementpdt-global-consulting-llc@polsia.app