About

Dave Haviland has worked in significant moments with growth-companies for 25 years

Dave Haviland's Phimation Strategy Group is a strategic advisory practice built specifically for owners and leaders of small private companies.

Dave's work sits at the intersection of business strategy, investor discipline, and practical execution. He brings the same framework-driven, probabilistic thinking to AI adoption that he brings to every engagement: identify the 4–6 variables that actually determine outcomes, build conviction, and act with clarity.

This service is a natural extension of 25 years advising companies exactly like yours.

Check out Phimation Strategy Group if you think you might want help with your moment.

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Tier 1 — AI Orientation
Price: $1,000 per quarter · billed quarterly

- Annual AI Opportunity Scan:  guided evaluation of your needs and opportunities
- Quarterly AI Strategy Brief:  a look ahead, filtered for your business
- Quarterly Review Session:  60-min call with prioritized 90-day recommendations
- Email access for quick questions and gut-checks

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Price: $2,500 per quarter · billed quarterly

- Everything in Tier 1
- Working Session:  an additional 60-min call per quarter
- AI Pulse:  quarterly proprietary briefing on how your organization is actually using AI and where the leverage is
- AI Roadmap:  a 4-quarter build plan for your business

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Tier 3 — AI as Advantage
Price: $5,000 per quarter · billed quarterly

- Everything in Tiers 1 & 2
- Quarterly Review extended to 2 hours
- One additional working session per quarter
- AI Pulse run monthly, if wanted
- Tool Selection Support:  buy/build/skip recommendations with rationale
- Market Analysis:  customized quarterly read on what your market, customers, and competitors are doing
- Frameworks:  custom framework development for your business

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Credentials:

Strategic advisor to 100+ owner-led SMBs across services industries
Multi-year engagements across Board, C-Suite, and VP levels
Framework-driven approach: complexity in the thinking, simplicity in the output
No AI software to sell, neutral guidance only

By the numbers:

100+
Owner-led companies advised
$1–20M
Revenue range of typical client
10 years
Average duration of current client engagements
o
AI software sold or commissioned