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.

- 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
- 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
- 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