Fixed Fee
Defined scope, clear deliverables, fixed price. Ideal for discrete projects with a defined endpoint.
Engagement Models
Fees.
Transparent pricing structured around the work, not billable hours. Initial conversations are always at no cost.
Four Models
Pricing structured around the work.
Monthly Retainer
Monthly engagement for ongoing senior advisory. Suited to interim CFO mandates and recurring board support.
Success Fee
Compensation aligned with closing. Applied to capital raises, acquisitions, and divestitures.
Hybrid Fee
Combination of retainer and success fee for complex multi-phase mandates. Structured at scoping.
How It Works
Straightforward process.
Indicative pricing is shared in writing within 48 hours of scoping. All engagements include a no-cost initial discovery call to understand the situation and assess fit. Scope, timeline, deliverables, and fees are agreed in a written engagement letter before any work begins.
References available on request under mutual NDA. Typical engagement length: 4–12 weeks for project work, 3–12 months for retainers.
Start a Conversation
The next decision is worth getting right.
Initial conversations are confidential and at no cost. Most engagements begin with a short call to understand the situation and assess fit.