We work with founders doing $2M-$20M in revenue who need a senior operator in their corner — not a slide deck from a consultant who's never run anything.
Three decades of building, scaling, and turning around businesses — from Wall Street trading desks to real estate advisory and healthcare operations serving 1,000+ patients monthly.
X Holdings was incorporated in 2013 to formalize a practice built over two decades: helping mid-market companies navigate the specific challenges that come between early traction and real scale.
The gap between $2M and $20M in revenue is where most companies either break through or stall out. The problems are rarely about product. They're about capital structure, operational discipline, team design, and knowing which fires to let burn.
Carey's background is unusual for advisory: a decade on Wall Street developing institutional-grade financial discipline, followed by multi-asset class real estate work across hospitality, commercial, and development, and 15+ years actually building and operating companies in healthcare — one of the hardest verticals to scale.
That combination — financial acumen plus operational scars — is what clients get. Not frameworks. Not workshops. An operator who's seen the specific version of the problem you're dealing with.
Three tiers based on how much direct involvement you need. All include weekly touchpoints, Slack access, and async availability. No 12-month lock-in.
For founders who need a seasoned sounding board and strategic perspective without full operational involvement.
For companies in active growth mode who need a senior operator rolling up their sleeves on key initiatives alongside the founding team.
For companies at an inflection point — fundraising, turnaround, market expansion — where you need a senior strategic partner embedded in the operation.
Most advisory relationships fail because they're built on frameworks instead of execution. Here's how we're different.
Weekly working sessions with async access between calls. Problems don't wait 90 days, so neither should your advisor. You get an operator in your corner every week, not a quarterly check-in that's already stale.
Peer groups like Vistage assign you a Chair. Maybe they've run a business like yours. Maybe they haven't. With X Holdings, you get Carey — 30 years of directly relevant experience across finance, real estate, healthcare, and mid-market operations.
Traditional advisory firms lock you into annual contracts. We work month-to-month with a 30-day outcome guarantee. If we're not creating measurable value, you leave. That alignment makes us better.
Deep operational experience in healthcare, real estate, construction, and professional services. Not a one-size-fits-all framework — battle-tested pattern recognition from companies in your specific vertical and revenue range.
| Vistage / EOS | Big Firm Consultants | X Holdings | |
|---|---|---|---|
| Engagement Cadence | Monthly / Quarterly | Project-based | Weekly + async |
| Commitment | 12 months | 6-12 month SOWs | 30-day rolling |
| Who You Work With | Assigned Chair | Junior associates | The principal directly |
| Execution Support | Peer discussion only | Deliverables, not outcomes | Hands-on execution |
| Monthly Investment | $1.5-2.5K | $20-50K+ | $2-25K (your choice) |
30-minute intro call. No pitch deck, no pressure. We'll talk about where your business is, where you want it to go, and whether X Holdings is the right fit to help you get there.
"The gap between $3M and $30M isn't a strategy problem. It's an execution problem with a capital structure underneath it."