← Back to Insights

What a new advisory firm looks like

James Neal, Founder, Aperigon

Design an advisory firm today — no legacy, no bench, no partner comp plan to protect — and you would not build what currently exists. Six structural choices, and the refusals that go with them.

If you set out today to design an advisory firm for a Life Sciences company scaling toward commercial operations — no legacy, no existing partner comp plan, no bench to keep busy — you would not build what currently exists. You would not build the strategy house that hands over a recommendation and leaves before anything is true. You would not build the implementation partner that is paid by the hour to build the thing it also recommended. And you would not build the validation boutique that treats a company as a compliance problem rather than a business that happens to be regulated.

This is what we think you would build instead. It is also, transparently, a description of what we built — so read it as a position rather than a survey. The reasoning matters more than the conclusion; if you disagree with a premise, the right response is to hire differently, not to hire us.

It sits on the client's side of the table, structurally

Independence is the easiest thing in professional services to claim and the hardest to verify, because almost everyone claims it and almost no one's revenue is arranged to support it.

The test is not what the firm says. It is what happens to its P&L when you choose Vendor A over Vendor B. If the answer is "nothing," the advice is independent. If the answer involves a reseller margin, a referral fee, a partner-tier rebate, a certification the firm has invested years in, or a book of implementation hours that only exists if you pick a particular platform, then the advice may still be good — plenty of conflicted advice is good — but you are the one carrying the risk that it isn't, and you should price that risk accordingly.

A new advisory firm makes this structural rather than aspirational. No software resale. No implementation revenue. No commissions from anyone. The recommendation has to survive its own paper trail, which means the scorecard, the weights, and the recorded rationale are deliverables in their own right — not because a regulator asks for them, but because they are the only durable evidence that the decision was made on the merits.

It is levered by technology, not by juniors

The traditional firm scales judgment by wrapping it in layers of less experienced people. That structure existed because retrieval and document production were expensive; it persists because compensation and promotion are built on it.

The replacement is a small number of people who have actually done the work, using current technology hard for the parts of the job that are now nearly free, and spending their attention on the parts that are not. In practice this means the person who assesses your procurement process is the person who has rebuilt procurement processes, not a very bright analyst two years out of school who is learning on your engagement and rotating off it in six months.

It also means you get the decision maker in the room. Not a partner who appears at the kickoff and the readout, and an engagement manager in between. There is exactly one level between you and the person accountable for the answer, which is what makes it possible to change direction in an afternoon.

It moves at the client's clock, and publishes what that means

Every company we work with is running against a clock that is not the consultant's: patent life burning, a competitor moving toward the same indication, cash runway measured against a data readout. In that world a month of professional-services latency is not an inconvenience — it is a month of exclusivity revenue that will never be earned back.

The industry's default is the opposite. A large consultancy can take two to three months simply to get a contract in place. For a company with twelve months to stand up manufacturing, win approval, and build a commercial operation, that is a quarter of the available time spent on paperwork before anyone has done any work.

So a new advisory firm publishes its speed and treats it as a term of the deal, not a virtue it claims. Ours: an NDA signable the same day, a proposal within five business days of the discovery conversation, verbal yes to signed SOW inside ten business days, kickoff within two weeks. And where a full assessment would take weeks, a targeted analysis of a specific decision should take days — because most of the time what a client needs is not a comprehensive study, it is the right answer to one question before Thursday.

It carries four lenses at once

Most advisors bring one. The operations consultant sees a process problem. The quality consultant sees a compliance problem. The CFO's advisor sees a controls problem. Each is right and each is partial, and the client pays for the seams between them.

A Life Sciences company at this stage needs four lenses applied to the same decision, simultaneously:

Operations — does this actually make the business run better, in procurement, inventory, contracts, order-to-cash, planning, and reporting? This is most of the surface area and it is where most of the value is, whatever the regulatory conversation suggests.

Regulatory — which of these processes carry Part 11, Annex 11, GAMP 5, CSV, or data-integrity obligations, and, just as importantly, which do not? Fluency means knowing where compliance effort belongs and consciously declining to spend it elsewhere.

Capital — getting a single therapy to market takes hundreds of millions of dollars, often one to two billion. That makes an IPO or heavy private-equity reliance a near-certainty rather than a scenario, and it makes SOX-ready controls, an audit-grade close, and investor-quality reporting a design requirement today rather than a remediation project later.

Global — EU approval after US approval is one of the more attractive revenue adds available to a commercial-stage company, which makes it a matter of when. A system designed US-only is not simpler; it is unfinished. Multi-entity, multi-currency, and multi-jurisdiction belong in the design from the start, before there is data in the system to migrate.

Miss any one of these and the work is still competent. It is just incomplete in a way that surfaces eighteen months later, usually during a diligence process, usually at the worst possible moment.

It stays through execution

Advice that ends at the recommendation is a memo. The gap between a good decision and a good outcome is where most of the money is lost, and it is the part traditional advisory structures are least willing to own.

The specific failure is easy to name. On any implementation, the builder's project manager works for the builder. That person is competent and often excellent, and their obligations run to their employer's scope, margin, and change orders. Nobody's job is to hold the plan to what the client actually needs unless the client hires someone to do exactly that — plan integrity, scope and change-order control, deliverable acceptance, risk governance, validation oversight, and the authority to say a milestone is not met.

A new advisory firm treats that seat as a service line, not a favor, and is prepared to take it mid-flight when a program is already in trouble.

What it deliberately does not do

Structure is defined as much by refusals. It does not implement — the partner builds, we oversee, and the separation is the product. It does not take money from vendors, in any form, ever. It does not staff pyramids, because it does not need to and because you would be paying for the shape rather than the work. It does not gold-plate compliance, because unnecessary validation is not free caution — it is budget and calendar taken from something else.

And it says when it is the wrong answer. A boutique cannot put forty people on a global multi-site rollout, and if raw scale is genuinely what your program requires, a large firm may be the right call. Our view, unsurprisingly, is that you should still have someone independent sitting on your side of the table while they do it. But we would rather say that plainly than take an engagement we are the wrong shape for.

The through-line

Independence you can verify. Seniority instead of leverage. Speed as a published commitment. Four lenses on every decision. Accountability that runs through execution. None of these is exotic, and none of them is new as an idea. What is new is that the technology finally makes the shape economically possible — a small firm can now bring the knowledge base of a large one, which removes the last honest argument for buying the pyramid.

That is the firm we would want on our side of the table. So that is the one we built.


Aperigon is the independent operations and systems advisor for Life Sciences companies — on your side of the table, at the speed your clock demands. If this describes the firm you have been looking for, start a conversation.

← Back to Insights