The deliverable is never the goal. The decision it enables is.
Every engagement, whether a monthly CFO retainer, a quality of earnings review or a formal valuation, follows the same approach. Only the technical tools change.
Seven steps, every engagement
We understand the business before we touch a number, and we don't consider the work finished until you know exactly what to do next.
- 01
Understand the business
How it actually operates: its model, its market, its people and what makes it work day to day.
- 02
Understand the economics
The handful of drivers of revenue, margin and cash that matter, separated from the noise.
- 03
Identify risks
What a buyer, lender or board would flag, found before someone else finds it.
- 04
Identify opportunities
Value that is available but not yet captured, through pricing, efficiency, structure or positioning.
- 05
Quantify the impact
If a risk or opportunity can't be sized, it can't be prioritized. We put a number on it.
- 06
Recommend specific actions
A prioritized set of next steps you can actually execute, not a list of observations.
- 07
Measure results
We follow up to confirm the recommendation worked, and use what we learn on the next engagement.
From first call to follow-up
- Stage 1
A conversation
No cost, no pressure, and an honest read on whether we're the right fit.
- Stage 2
Discovery and proposal
We learn the specifics, then send a written scope and fixed fee written for your business.
- Stage 3
Onboarding
One organized request list, so you provide information once.
- Stage 4
Analysis and findings
We walk you through the results in person or by call, not just by email.
- Stage 5
Ongoing support
We stay with you through negotiation, closing or implementation, and check back afterward.
What we'll need from you
- Three years of business tax returns
- Monthly financial statements
- Bank statements
- Accounts receivable and payable agings
- Revenue detail by customer
- Payroll records
The exact list depends on the engagement. You'll get it once, organized, at the start.
What you'll receive
- A written report with clear conclusions and the work behind them
- A supporting data book you can hand to a buyer, lender or advisor
- A walkthrough call with the partner who led the work
- A prioritized list of next steps
Start with a conversation.
No cost and no pressure, and an honest read on whether we're the right fit. If we're not, we'll tell you.