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Bridge

Don't React To Change. Design It.

Align. Execute. Accelerate.
 

Fractional COO and executive leadership capabilities to scale your business with confidence.

Firms Need a Fractional
Chief Operating Officer

A fractional COO (fCOO) gives firms operating horsepower exactly when it matters most - during growth, transition, and transformation - without the fixed cost or ramp time of a full-time executive. When firms are seeking market lift, navigating leadership changes, or undertaking process and technology transformation, the fCOO streamlines front-to-back workflows, strengthens governance and risk management, and aligns people, platforms, and controls - turning fragmented efforts into disciplined execution and predictable outcomes.

Mountain Sunset View

Operate Above the Fray
Execute with Discipline

Your Leading Edge

We Partner at Your Critical Stage

LKE specializes in fractional leadership. Our expertise spans Wealth Management, Registered Investment Advisory, Law, Insurance, and other service firms. 

Our clients have a high growth mindset, value top talent, need to professionalize their operation, and are ready to invest for peak performance.

Individual and Firm's Peak Performance
Merger, Acquisition & Succession Presentation
Strategic Solutions
Growth, Transition, or Transformation
Organizational Change Presentation
Critical Stage

Our Outcome Driven Services

LKE offers firms a strategic fCOO and seasoned team whose immediate expertise turns vision into disciplined execution and measurable results. LKE embeds seasoned COO leadership into your organization, translating growth goals into clear operating plans, systems, and metrics so the business runs with clarity, accountability, and predictable performance.

Firms gain instant leverage from a hands-on partner who brings turnkey solutions and hits the ground running. The positive outcome is a scalable, future‑ready system without the full‑time executive investment.

LKE elevates your internal executive bench!

Kate Michaels_edited.jpg

Kate Michaels, CLF®, CLU®, ChFC®, RICP®

Managing Partner

Northwestern Mutual - San Jose

"LKE has been a phenomenal partner for us on our growth journey. There are so many nuanced necessities that go into managing the day-to-day of a firm and the peace of mind knowing Chau was on it, allowed us to focus more on the ways in which we could scale. There was implicit trust and the speed and quality of her work was impressive!"

Our Clients and Partners

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