Six steps. Nothing starts until it's in writing.
No black box, no “trust the process” hand-waving. Here's exactly what happens, in order — and step two is where the fee gets quoted, before a single hour of work.
-
1. Intro call — free, no pitch
Thirty minutes. You tell us where you are — thinking of selling, actively buying, mid-deal and stuck. We tell you honestly whether we can help, and if we can't, who can. Nothing is sold on this call.
-
2. Written scope & quote
You get a one-to-two-page document: what we'll do, what we won't, what it costs, and when. Engagement fees are quoted in writing before we start — if the scope changes later, the quote changes in writing first.
-
3. Discovery
We read everything: financials, tax returns, contracts, leases, org charts, customer data. Sellers get a readiness audit; buyers get a diligence file on the target. This is where the real picture emerges — usually different from the story.
-
4. The advisory work
Valuation preparation, readiness fixes, diligence memos, or structure analysis — whatever the scope says. Everything is written down in plain English, with the math shown and the assumptions labeled.
-
5. Deal support
Negotiation prep, term-by-term walkthroughs, and a second pair of eyes on every draft that crosses your desk. We sit on your side of the table — and we'll tell you when your attorney needs to take the pen.
-
6. First-hundred-days plan
Closing isn't the finish line; it's the merge. We build the integration plan — people, customers, systems, cash — so day one has an owner, a checklist, and a phone number for every surprise.
“Timelines depend on the deal, not on us. A readiness engagement might run weeks; a buy-side diligence sprint might run days. Your written quote states the timeline — and if it slips, you hear about it first.”— How we talk about time