Holaris Advisors Information

AI advisory for operating leaders of small- and middle-market companies. We work with CEOs, CFOs, COOs, and owner-operators of $5M to $100M businesses who feel the pressure to "do something with AI" and want a partner who has actually run a company of your size. Most AI projects in this market do not fail because the technology is bad. They fail because the buying process is bad. A vendor pitches a use case the company is not ready for. A consultant builds a roadmap nobody owns. Twelve months later, the budget is gone and nothing has changed except the calendar. Holaris exists to change that pattern. Our voice is an operator talking to an operator. Founder Daniel Allen built and sold ITS Logistics, a multi-state Reno-based logistics company, so the conversation starts with P&L pressure and operational complexity, not with technology preferences. What makes us different: → Operator-led credibility. We have lived the operating role our clients are in today. → Proprietary methodology. The AI Opportunity Map™ is our five-axis diagnostic that prioritizes initiatives by operating impact, not by vendor relationship. → Vendor independence. We do not accept commissions, referral fees, equity, or any other compensation from the vendors we recommend. Ever. → Results milestones. We measure ourselves on operating outcomes, not on technology deployed. Three engagement paths: Compass — monthly retainer for ongoing advisory Implement — fixed-fee project engagements with results milestones Embed — multi-month engagements for mid-market transformations Every engagement starts with the AI Opportunity Map™, so you leave with a tool you can run, with us, with another firm, or on your own. Based in Reno, Nevada. National reach. Start with a free AI Opportunity Map audit. holarisadvisors.com