HOW IT WORKS
A clear process, start to finish.
You’ll know what we need, what we’ll do, and when you’ll have an answer before any work begins.
Four steps
Intro . A free 30-minute call. We talk through the decision, confirm its a fit, and recommend the right service.
Agreement and documents. You sign a short engagement letter and confidentiality agreement with a fixed fee.Then you upload your financials through a secure portal.
Analysis. We test the decision through all five lenses, in a base case, a downside and a stress case.
Verdict. You receive a written report with a clear answer ( Yes,Not yet, or No) and a walk-through call to go over it.
What we’ll ask for
Exact needs depend on the decision, but most engagements start with:
Three years of financial statements
Year-to-date results
Current debt and lease schedule
Your budget or forecase, if you have one
Details of the decision itself: quotes , proposals, or terms you’re weighing
Please don’t send documents before the engagement letter is signed.
How we handle your information
Documents come in through a secure portal, never email attachments.
Everything is covered by a confidentiality agreement.
We may use AI tools to assist with analysis. Data is de-identified first, and every number and conclusion is reviewed by us before it reaches you.
Client documents are deleted within 90 days after the engagement ends.
Ready to start?
It begins with a 30-minute call.