— Advisory

Private Counsel for CEOs, Shareholders & Public Figures

Confidential, outcome-driven advisory across critical decisions, governance, succession, negotiation and reputational risk — when the cost of a wrong move is material.

01

Critical Decisions

Decision architecture, options, trade-offs, second-order effects.

02

Board & Power Dynamics

Stakeholder mapping, alignment, voting paths, governance design.

03

High-Stakes Negotiation

Preparation, scenario design, leverage, execution support.

04

Crisis & Reputation Risk

Narrative control, containment, response options under pressure.

01 — Strategic Leadership & Growth

Direct counsel to the person who carries the decision.

A discreet counterpart for the CEO, founder or principal shareholder — from strategy and structural choices to the growth of the enterprise itself.

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CEO Shadow Advisor

A discreet counterpart for CEOs who cannot afford blind spots.

Independent counsel to interpret hidden agendas, read power dynamics and map incentives across partners, boards, executives and external stakeholders. I help you anticipate first- and second-order reactions, pressure-test assumptions and evaluate downside risk before decisions become irreversible.

This includes identifying what is being said versus what is being negotiated, where authority actually sits, and which stakeholders can accelerate — or quietly block — an outcome. Work is conducted in strict confidence: a private thinking space where you can speak freely, stress-test scenarios and convert complexity into clear, executable moves.

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CEO Shadow Advisor
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Private Advisory & Strategic Counsel

A Private Advisor for structural decisions that define control, value and trajectory.

Focused or ongoing counsel for structural decisions that shape value, control and long-term trajectory: growth strategy, reorganisation, shareholder transitions, M&A, investment decisions, latent conflict and strategic resets.

Typical outputs are board-grade and action-oriented: a decision memo, an options paper with scenarios and trade-offs, a strategic thesis, a stakeholder alignment plan, and executable next steps. Engagements can be a short, intensive intervention or an ongoing advisory relationship with clear cadence and deliverables.

More about Private Advisory
Private Advisory & Strategic Counsel
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Business Scale

Structured growth advisory for founders, owners and private companies.

Business Scale is the structured growth advisory vertical of João Oliveira, created for founders, owners and private companies seeking to build stronger, more structured and scalable businesses. The process starts with a Free Initial Diagnostic.

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Business Scale
02 — Governance, Ownership & Transactions

Structures that prevent future wars.

Governance, succession, ownership and transactions — clearer rules, decision cadence and continuity, with less improvisation.

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(available for NED)

Board & Governance Advisory

Governance design that improves decision quality, accountability and control.

Board architecture and operating model design to improve decision quality, accountability and strategic control: roles and remit, committee structure, reporting lines, cadence, information flow and decision rights.

Available in a NED capacity when appropriate, particularly where independence, discretion and disciplined governance are required. Typical outputs are practical and board-ready: a board operating model, charters and committee mandates, an annual governance calendar, reporting templates and a governance map that clarifies responsibilities and escalation paths.

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Board & Governance Advisory
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Family & Succession Advisory

Succession and family governance that prevent conflict before it becomes structural.

Alignment between family and enterprise where ownership, power and identity overlap: succession planning, leadership transition, entry/exit rules, wealth–business alignment and intergenerational conflict prevention.

Typical outputs are structured and practical: a family governance framework, clear principles and rules (participation, roles, dividends, liquidity and conflict resolution), a succession roadmap with decision gates and timelines, and alignment agreements that formalise expectations between family, owners and leadership — always handled with discretion.

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Family & Succession Advisory
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M&A Strategic Advisory

Strategic counsel to the decision-maker before, during and after a transaction.

Advisor to the CEO, shareholder or board around a sale, acquisition, merger or investor entry — the decision to buy, sell or hold; preparing shareholders; the strategic logic of the deal; readiness for sale; assessing proposals; preparing the negotiation; and post-deal integration. I sit on your side of the table; transactional execution runs through GestInvest.

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M&A Strategic Advisory
03 — Crisis, Risk & High-Stakes

When downside is existential.

Intervention when reputation, shareholder rupture, leadership breakdown or media pressure put the enterprise at risk. Fast, discreet, outcome-driven.

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For Public Figures & CEOs

Crisis & Reputation Risk Counsel

Discreet crisis counsel when reputation becomes an existential variable.

Reputational risk and crisis counsel (public or private) when the situation is time-sensitive and consequences are asymmetric. I help you establish narrative control, define non-negotiable red lines, and structure response options under stress.

The work focuses on clarity and containment: mapping stakeholders and escalation paths, prioritising what must be addressed versus what must be ignored, and sequencing actions to prevent unnecessary amplification. Typical outputs include a risk map, response framework, messaging matrix and an execution plan for critical meetings — with strict confidentiality throughout.

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Crisis & Reputation Risk Counsel
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High-Stakes Negotiation & Conflict Advisory

Preparation and support for negotiations where the outcome is material.

Preparation and support for negotiations of high impact: between partners, shareholder entry or exit, governance conflict, negotiation with investors, renegotiation of material contracts, and sale or acquisition. I help you build the scenarios, define your limits and walk-away point, prepare the decision-maker, and stay alongside you through the room.

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High-Stakes Negotiation & Conflict Advisory
Collaboration

When the stakes are high, clarity is an asset.

If you are facing a critical decision, a governance problem, a negotiation under pressure or reputational exposure, request a confidential call.

Request a confidential call