No spin. If we’re not the right fit, we’ll tell you.

Advisory is senior judgment on a cadence: we sit above the business, pressure-test the plan and the numbers, and give you a straight answer when it counts. That fits when you have a capable team and want experienced eyes on the big calls. Embedded is both partners in the seats, doing the work with your team rather than from the sideline, building the operating rhythm, the bench, and the systems. That is the flagship. Tell us the situation and we will say which one it actually needs.

Sometimes, and never as a condition of the work. Most engagements are a fixed fee or a monthly retainer. Where an owner wants us further in and the fit is right, we will talk about value-based pricing that can include equity. It is always a separate conversation, and nothing about the work depends on it.

Roughly $3M to $30M in revenue, plus the good Main Street businesses below that range, the ones the national firms pass on. On the deal side that means lower-middle-market transactions, buy-side or sell-side. If you fall outside it and we are not the right fit, we will tell you and point you somewhere better.

About three to four weeks, from complete data to the findings readout. The clock starts when the data room is actually complete, not when the engagement is signed — incomplete records are the most common reason a timeline slips. If you are on a shorter clock, say so up front and we will tell you honestly whether we can hit it.

Pre-revenue startups, and owners who just want bookkeeping or steady-state back-office help. We will point you somewhere better.

Deal services are fixed-fee, scoped to your deal, with one number quoted up front after a short call. No public rate card, no surprises. Embedded work is a monthly engagement.

Different jobs. Your CPA reports the past. Your broker runs the sale. We prove and build the value in between, and we work alongside both. We are not brokers or investment bankers.

Yes. On a deal we work for you and only you, and we do not stay on unless you ask us to. On sell-side work we never take the listing, and we hand the client back to their advisor. Our read only helps if it is honest, so we show the add-backs we reject.

No. Most people start with a single, fixed-fee deal service, a Quality of Earnings or a readiness review. If it makes sense to keep us on as your CFO and operating partner afterward, we can. It is never required.