Advanta provides organized, structured, fact-based thinking for key decisions:

  • Strategic

  • Financial

  • Ownership


Advanta helps CEOs / owners with decisions that are (*relative to the size of the client*):

  • High dollar

  • High consequence

  • High emotion

  • High risk (if done improperly)


What is Advanta’s process for helping CEOs / owners?

  • Ask thought-provoking, insightful questions

  • Offer unbiased observations, perspective, explanations, feedback, and ideas

  • Challenge existing ways of thinking, and present and pursue different points of view

  • Analyze and pressure-test assumptions, and turn concepts around for reexamination

  • Explore objectives, alternatives, and constraints

  • Identify opportunities, risks and tradeoffs inherent in different pathways


Clients benefit from better outcomes by:

  • Avoiding narrow framing, by shifting the spotlight and widening their options

  • Evading confirmation bias, by reality-testing assumptions and pressure-testing theories

  • Blunting the impact of emotions, by having an outsider’s perspective and attaining distance before deciding

  • Overcoming overconfidence, by anticipating problems and answering constructive, challenging questions