We tailor our services to the needs of our clients


Being a CEO can be a lonely job and unbiased advice is often hard to come by.  As an advisor to the CEO, we provide real-time, private, strategic, operational and career advice


At times, Boards lack the bandwidth and/or expertise to manage issues regarding personnel, Board structure/dynamics or strategy, in which case we provide independent evaluation and counsel

Due Diligence Consultant

Whether for a company or investor, we can rapidly evaluate a new technology or clinical area and provide clear, concise recommendations and advice

Start-up “Boot Camp” Trainer

We offer small group training to CEO’s or executives with guidance on every aspect of start-ups, focusing on the less obvious or finer points gleaned from our experience


We coach senior executives and teams on how to improve individual and group dynamics to achieve their best performance


We evaluate fundraising needs and give expert advice on how to target equity or debt sources as well as how to message and prepare for the effort including pitch writing/review

Technology/ Clinical Program Specialist

We help rapidly evaluate/ troubleshoot complex technology or clinical programs and recommend best practices for fast and successful program execution

Financial Plan/Budget Builder

We can quickly build a credible, realistic financial plan/budget for any stage of the business for fundraising or operating purposes

Board Member

We can serve as a Board Member or Chair, including Executive Chair (especially where a Board or the CEO themselves believes the CEO could benefit from more in depth or day-to-day guidance)

Note: All services provided through Sum Advisory, LLC except Board positions, which are provided by Barry Cheskin as an individual