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About Tallis

A small firm, on purpose.

Five advisors who have run, fixed or financed the kind of business you own. We take on a few engagements at a time, so the people you meet are the people who do the work.

True Parallax Image

About Tallis

A small firm, on purpose.

Five advisors who have run, fixed or financed the kind of business you own. We take on a few engagements at a time, so the people you meet are the people who do the work.

True Parallax Image

About Tallis

A small firm, on purpose.

Five advisors who have run, fixed or financed the kind of business you own. We take on a few engagements at a time, so the people you meet are the people who do the work.

Why we started

Two advisors working through a client plan at a shared desk

Tallis began in 2012, when Nora Kessler left a finance director role at a family-owned manufacturer. She had spent a decade watching capable owners make large decisions with half the facts: a new plant, a price cut, a key hire. The facts usually existed. They were just scattered across spreadsheets, systems and people’s heads.

The first clients were friends of friends who wanted a straight read on their numbers. Two of them are still clients. We’ve added partners in operations and growth since, but the idea hasn’t changed: gather the facts, say what they mean, and help the owner act.

We still take on a limited number of engagements at a time. It keeps the work senior, and it means we can say no when we’re not the right fit.

Milestones

2012

Nora founds Tallis with one client and a laptop.

2016

Amit Rao joins, and operations work becomes half of what we do.

2020

We go remote-first. Plant visits stay; travel days halve.

2024

We publish our prices on the website. Enquiries get better and first calls get shorter.

How we work

Four habits we don’t skip.

Evidence before opinions

We start with your numbers and your people, not a framework from a slide deck.

Plain English, short documents

If a plan doesn’t fit in a few pages, we haven’t finished thinking.

Say the awkward thing

You’re paying for an outside view. We’ll tell you when the problem is the plan, the pricing or the person.

Teach as we go

Every engagement should leave your team better at this than we found them.

The people you’ll work with

Five advisors. No hand-offs.

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Nora Kessler

Founder and Managing Partner

Nora Kessler

Founder and Managing Partner

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Amit Rao

Partner, Operations

Amit Rao

Partner, Operations

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Leah Okonkwo

Partner, Growth strategy

Leah Okonkwo

Partner, Growth strategy

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Jonas Ahlberg

Analyst

Jonas Ahlberg

Analyst

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Tomás Ibarra

Senior Consultant

Tomás Ibarra

Senior Consultant

Since 2012

160+

engagements completed

$52M

in measured client gains

71%

of work from repeat clients and referrals

6

weeks

to a written plan

Since 2012

160+

engagements completed

$52M

in measured client gains

71%

of work from repeat clients and referrals

6

weeks

to a written plan

Since 2012

160+

engagements completed

$52M

in measured client gains

71%

of work from repeat clients and referrals

6

weeks

to a written plan

Empty boardroom with afternoon light across the table

Free 30-minute call

Come and talk to us.

Thirty minutes, free. Bring the problem you’ve been putting off.

Empty boardroom with afternoon light across the table

Free 30-minute call

Come and talk to us.

Thirty minutes, free. Bring the problem you’ve been putting off.

Empty boardroom with afternoon light across the table

Free 30-minute call

Come and talk to us.

Thirty minutes, free. Bring the problem you’ve been putting off.

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