This is where we sit down with you and figure out what you need, and how we can help.

We assess your business procedures in person, so that we can spot any operational inefficiencies, as well as best advise you on how to proceed.

Our first deliverable will be documentation that provides you with our observations and findings, along with our recommendations to get you ready to meet your goals!

This is where you choose the services you need, based on the recommendations from Phase 1

We start working in tandem with you to get you ready.

We help you get your documentation ready to provide to investors.

This is the back-and-forth with your investors to negotiate engagement letters / term sheets.

We lend our expertise to make sure both you and your investors have everything you need to make a final decision.

We’re on your side, and we use our knowledge and big-picture thinking to make sure you’ll get the most out of your agreement.

This is where we wrap up the agreement, sign and seal it.

We make sure that every loose end is tied, so you can get ready for the next phase of your business’s life.