05How we work
Six situations where Praxis is the wrong firm for the job.
A firm with no reviews and no logo wall can't earn trust by claiming to be right for everything. This is the honest list of where it isn't: said before a call, not discovered after a contract.
Why this page exists
Structural limits, not modesty.
Praxis is a sole proprietorship: one advisor, no legal entity, no office, no staff beyond the founder (see about the firm and founder). That structure is genuinely well suited to some engagements and genuinely poorly suited to others, and pretending otherwise on a website is exactly the kind of overclaim this practice is built against. The six situations below are the honest cases where the structure itself is the mismatch: not a judgment about whether the underlying work matters.
The six situations
Read the one closest to your situation.
Praxis is a solo-advisor practice: see /how-we-work/solo-advisor.
One person can run one demanding engagement, or a small number of related ones, with full attention. A program that genuinely needs multiple senior consultants executing simultaneously across unrelated workstreams needs a firm built with that bench, not this one.
The Financial & Wealth Advisory practice advises planning, wealth-management, and investment-management firms on strategy and operations: never client portfolios directly.
Praxis does not manage client assets, does not give personalized investment recommendations, and is not a registered investment adviser. If what you need is someone to manage your money, that is a licensed adviser, not this firm.
Praxis is a strategy and advisory practice, not a licensed accounting or law firm, and holds no certifications it doesn't state on the site.
A statutory audit, a legal opinion that has to be signed by counsel, or any deliverable that legally requires a specific license belongs with the licensed provider who can actually stand behind it.
Praxis is a sole proprietorship (see /about) with no legal-entity status and, as a new practice, no client roster to offer as references.
If your procurement or vendor-onboarding process has a hard requirement for an incorporated entity, an insurance certificate at a certain level, or named reference clients, that requirement should be checked before a scoping call, not discovered after one.
Engagements are delivered remotely, worldwide, with on-site sessions scoped in where they genuinely add value.
A role that requires someone physically present in an office on a continuous, daily basis is an operating role, not an advisory engagement, and isn't what this practice is built to do.
- 06
The judgment call is already made: you need execution capacity
If the strategy is already decided and validated, and what's actually needed is hands to execute a large, defined plan at volume, a staffing or implementation partner sized for that volume is very likely a better and cheaper fit than an advisory engagement priced around judgment.
Questions
Before you reach out.
- Will Praxis tell me this on the first call, or only after signing a scope?
- On the first call, before any scope is written. See /how-we-work/the-first-call: an honest read on fit is one of the five things every scoping conversation covers.
- If Praxis isn't the right fit, does that mean the underlying question is unanswerable?
- No. It usually means the question needs a different kind of resource than an independent advisory practice: a licensed specialist, a larger firm with more bench, or an internal team with more execution capacity. Being told this early is meant to save you the time of finding it out later.
- Does 'not the right fit' ever change mid-engagement?
- It shouldn't, because fit is assessed before any scope is signed, but if something changes the picture partway through, that gets raised immediately rather than run out to the end of the contract.
More on how we work
The rest of the methodology.
- 01Engagement modelsThe three shapes an engagement takes (defined-scope, phased, and advisory retainer), and which fits which kind of decision.
- 02Pricing & scopingWhy nothing is priced off a rate card, what a scope is built from, and the variables that move a quote before you ever see one.
- 03What you receiveThe concrete deliverable shapes behind the word 'strategy': what lands in your hands, and in what form.
If none of those six describe your situation, let's talk.
A first conversation is a scoping conversation, and if it turns out we're not the right fit after all, you'll hear that plainly, not three weeks into a contract.
No obligation · a scoping conversation first