03Process

Simple, transparent, built around you.

Both practices run the same way — a written scope and fee before any work begins, and a direct line to us throughout, not an account manager.

First call

Free, 30 minutes

Proposal

In writing, before you sign

Updates

Direct line, no gatekeeper

How an engagement runs

No surprises,
start to finish.

  1. Discovery call

    Tell us what you are working on. No pitch, no obligation — an honest 30-minute conversation about your situation and whether we can help.

  2. Proposal & engagement letter

    A clear written proposal — scope, deliverables, timeline and fee — then a signed engagement letter before any work begins. No surprises after you sign.

  3. Delivery

    We execute to the agreed scope and timeline. You get regular updates and a direct line to us throughout, not an account manager.

  4. Review & next steps

    We debrief on delivery and discuss what comes next. A consulting client might move to a VCFO retainer; an M&A client might return for the next transaction. Neither is assumed.