SERVICES
Fixed fees, scoped to the decision.
Every engagement has a set price agreed before work begins .No hourly billing, no success fees, no commissions.
Capital Snapshot
$3,000 flat · All company sizes
A focused first read on one decision. We look at the numbers through the five lenses at a high level, flag the biggest risks, and tell you whether a full Review is worth doing.
Credited in full toward a Capital Review if you go ahead within 60 days.
Capital Review
$8,500 · $10,000 · $12,000
Revenue $3-8M · $8-15M · $15-30M
The full test of one major investment. We model it through all five lenses in a base case, a downside and a stress case, then deliver a written report with a clear verdict. Yes, Not yet , or No. Includes a walk-through call.
Capital Roadmap
$15,000 · $18,500 · $22,000
Revenue $3-8M · $8-15M · $15-30M
For owners weighing several uses of capital at once. We rank and sequence them over the next two to three years,with staging and timing so the business stays safe along the way.
Advisory Retainer
$4,000 · $5,000 · $6,000 per month
Revenue $3-8M · $8-15M · $15-30M
Ongoing support as decisions come up, with quarterly check-ins on the plan and a standing line for the questions that can’t wait.
Good to know
Rush delivery is available for 25% more.
Fees are paid to Lavalle only. We don’t arrange financing, sell investments, or accept referral fees.
Best fit: owner-operated businesses with $3M to $30M in revenue facing a major capital decision.
Not sure which one fits?
That’s what the intro call is for. 30 minutes, free, and you’ll leave knowing whether we’re the right fit.