Why Partner with McGee Strategic Advisors
You built your business to do what you do best.
We built ours to handle the things that pull you away from it.
Proven expertise, integrated insights, and tailored strategies designed to protect and elevate your business.
When should I contact McGee Strategic Advisors?
The honest answer is: sooner than you think. Most business owners reach out after something has already gone wrong - an employee complaint that escalated, a contract dispute that’s now in someone’s hands, a partnership that is unraveling, an employee issue that has become toxic, financial books that haven’t been looked at in months. We can absolutely help in those moments. But the real value of having an advisor on call is getting ahead of those situations before they become emergencies.
Here are some of the most common moments when business owners reach out:
You just want someone in your corner.
You don't have a specific crisis right now. Things are generally okay. But you've been in the business long enough to know that things come up - sometimes fast and without warning - and when they do, you want to be able to call someone who knows your business and can give you a straight answer immediately.
That's exactly what a McGee Strategic Advisors subscription is built for. Think of it as having a senior advisor, a legal eye, a detailed accounting expert, an HR director, and a risk manager all in one - available when you need them, without the cost of hiring any of them full time. Peace of mind is underrated. Having the right person to call is priceless.
You’re growing and the gaps are showing.
You’ve hired your first few employees, or you’re scaling fast, and you suddenly realize you don’t have policies, a handbook, or any real HR structure. Things that worked informally at five employees don’t work at fifteen - and the cracks are starting to show in ways that make you nervous.
McGee Strategic Advisors helps you build the foundation you should have had from the start. We assess where you're exposed, develop the policies and documentation your business actually needs, and put HR structure in place that grows with you - without burying you in bureaucracy you don't need yet. You focus on building the business. We will make sure the people side of operations doesn't become the thing that derails it.
Something happened to an employee.
An employee needs to go on a parental or extended protected medical leave. A complaint was filed, or you observed inappropriate behavior by an employee. A termination went sideways. An employee identified that they have a medical condition. Someone said something that made you uncomfortable and you don’t know what to do next. You're not sure whether to address it, document it, escalate it - or whether what you do in the next 24 hours could make this dramatically better or dramatically worse.
It can. McGee Strategic Advisors helps you respond correctly from the first moment. We assess the situation, guide you through the proper steps, make sure everything is documented appropriately, and help you navigate the outcome in a way that protects your business and treats your people fairly. How you handle these moments defines your culture and your liability. We ensure you handle them in the best way.
You need an investigation done right.
Whether it’s a harassment allegation, a misconduct concern, a suspected theft, or a financial discrepancy - you need someone independent, experienced, and fast. Handling an investigation internally, too slowly, or without the right process can turn a management situation into a legal nightmare. This is not the time for a Google search and a “hope” that you find the right person.
McGee Strategic Advisors conducts workplace and internal investigations that are thorough, unbiased, and professionally documented. Stephanie has an OR Private Investigators License (#134865) and drawing on 25 years of HR experience, a legal background, and accounting expertise, we get to the facts quickly and give you a clear picture of what happened and what your options are - so you can make decisions with confidence instead of guessing in the dark.
You have had to decrease your workforce and now you’re drowning in the work left behind.
Losing employees to budget cuts or a downturn in revenue is painful enough on its own. Even the reduction itself has strict compliance guidelines to follow. What most business owners don’t anticipate is what comes next - the remaining team is stretched thin, critical tasks are falling through the cracks, morale is suffering, and you’re not sure how to restructure responsibilities, reset expectations, or keep things running without burning out the people you kept.
McGee Strategic Advisors helps you triage the situation quickly. We assess what actually needs to get done, how to get it done, help you redistribute responsibilities in a way that is sustainable and fair, identify what can be streamlined or eliminated, and make sure that your remaining team has clear direction and the support they need to succeed. We also help you communicate through the transition in a way that rebuilds confidence rather than deepening uncertainty.
A reduction in force doesn’t have to mean a reduction in capability. Let’s figure out how to do more with what you have - at least until you’re ready to grow again.
You’re hearing rumblings that a union may be talking to your employees.
This is one of the most time-sensitive situations a small business owner can face - and one of the most mishandled. The instinct may be to ignore it, panic, or react in ways that can actually make the situation worse - and in some cases, create legal liability.
What you need right now is someone who understands both sides of the table.
With 25 years of HR and labor relations experience to rely on, McGee Strategic Advisors can help you understand where you actually stand, what you can and cannot legally do or say, and most importantly - why your employees may be open to this conversation in the first place. Union organizing doesn’t happen in a vacuum. It almost always signals something about culture, communication, compensation, or how people feel they’re being treated.
We help you respond strategically and lawfully - addressing the underlying concerns, improving your employee relations posture, and making sure your managers know exactly what to do and what to avoid. The goal isn’t to silence your employees. It’s to build the kind of workplace where they don’t feel they need outside representation to be heard.
The earlier you engage experienced guidance on this, the more options you have.
You can grow your team - but you're not sure where.
Growing revenue means you can finally add headcount. The question is where it goes — more leadership, more front-line support, or some mix of both. Getting it wrong is expensive.
McGee Strategic Advisors reviews your current headcount, identifies where the real gaps are, and helps you decide where that next hire actually belongs.
You’ve identified your future leaders - but they’re not quite ready yet.
You can see the potential. You know who you want to grow into leadership roles in your business. But right now there are gaps - in how they communicate, how they handle conflict, how they manage up or across, how they think strategically instead of just reactively. And you’re not sure how to bridge that gap without a formal training program you don’t have the budget or bandwidth to build.
McGee Strategic Advisors works directly with emerging leaders to help them develop the practical skills that actually matter in a small business environment - professional communication, conflict resolution, decision-making frameworks, how to lead through uncertainty, how to transition from a coworker to a leader in a team, and how to carry authority without losing the trust of their peers.
This isn’t a seminar or a certificate program. It’s hands-on advisory and coaching built around your specific culture, and the real situations they’re navigating right now. We meet them where they are and help them get where you need them to be.
Investing in your next leaders now is one of the highest-return decisions a growing business can make.
A contract or agreement doesn’t look right.
You’re about to sign something, or someone just handed you a document, and your gut says to pause. Maybe it's a vendor agreement, a partnership contract, or a client engagement letter. You don't have a lawyer on retainer and you're not sure whether this warrants one - but something feels off. You need someone who can read it with a legal and business eye before you’re locked in.
McGee Strategic Advisors reviews business documents and contracts through the lens of 30 years of legal, HR, and operational experience. We help you understand what you're actually agreeing to, identify the clauses that create risk, and flag the things you need to push back on or clarify before you sign. For California clients, full legal review is available. For clients elsewhere, we provide business-level contract intelligence that helps you ask the right questions before you are locked in.
You just lost a key person.
An executive in HR, Finance, Risk/Compliance, or Operations needs to be out for an extended protected leave. Your HR leader quit. Your office manager who handled everything is gone. The person who knew where everything was, how everything worked, and who everyone called with questions - left. Now that weight has landed on you at the worst possible time. You need senior-level coverage while you regroup and figure out what comes next.
McGee Strategic Advisors steps in as your senior-level bridge while you regroup. We assess what was being handled, prioritize immediate needs, stabilize operations, and help you decide whether to rehire, restructure, or outsource going forward. You don't have to figure this out alone or let things fall apart in the meantime.
Your books are a mess.
You’re not sure if you’re profitable. Somehow your books were lost from your accounting program. Expenses don’t add up. You suspect something is off but don’t know where to start looking. You just need someone to clean things up and tell you where you actually stand. Or you've just been so focused on running the business that the financial side has quietly gotten out of control, and now you're afraid to look too closely.
McGee Strategic Advisors brings 25 years of full accounting experience to your financials - from general accounting and financial reporting to forensic review when something more specific needs investigating. We dig into what's actually happening, identify where money is going, flag inconsistencies or control gaps, and help you get your books into a state where you can actually use them to make decisions. Clarity about your financial picture isn't a luxury - it's a necessity in properly running a business.
You’re in a business partnership that isn’t working.
One partner has checked out. You disagree on strategic direction. Someone needs to go. You built something together and now you're not sure how to separate without destroying what you built - or spending years in court. These situations get dramatically more complicated the longer they go unaddressed - and much more expensive.
McGee Strategic Advisors has successfully guided multiple businesses through partnership dissolutions and exit negotiations. We help you understand your options, build a strategy for a clean exit, negotiate terms that protect the business and your interests, and document the outcome properly so it holds. The earlier you get experienced guidance on this, the more options you have and the less it costs you - financially and personally.
You’re facing a compliance or regulatory requirement you don’t understand.
A government form or notice arrived. A new regulation applies to your industry. An audit is coming. A safety requirement needs to be documented. There is a question about whether you should have pay bands and whether you are compliant with pay equity laws and you're not sure if what you have is sufficient - or whether you're already out of compliance and don't know it.
McGee Strategic Advisors helps you understand what's actually required, assess where you stand, and build the systems and documentation you need to be compliant and stay compliant. From DOT and hazmat regulations to HR and employment law requirements across states, we translate the regulatory language into plain English and help you take the right steps - before a regulator does it for you.
Take the Next Step
If you’re reading this list and thinking “that’s me right now” - reach out. A free 30-minute consultation is the fastest way to find out whether we’re the right fit.