Engagement & Fees
Clear, flexible engagement structures aligned with the scope, complexity, and objectives of each advisory assignment.
Transparent and tailored to your needs
Each engagement is structured based on the nature of the work, the level of analysis required, and the complexity of the decision or transaction involved.
We prioritize clarity, fairness, and alignment with client objectives when determining fees. Engagement terms are discussed upfront so expectations are clear from the outset.
Flexible structures depending on the assignment
Project-Based Engagement
Fixed or scoped pricing for defined advisory work such as due diligence, valuation support, financial modeling, or transaction preparation.
Advisory Retainer
Ongoing support for business owners and investors requiring regular access to financial insight, strategic input, and decision support.
Transaction Support
Engagements structured around key transaction stages, including preparation, review, and execution support.
Custom Engagement
Tailored arrangements for complex or multi-phase assignments where flexibility and adaptability are required.
Factors considered in structuring engagements
- Scope and complexity of the assignment
- Depth of financial analysis required
- Timeline and urgency
- Level of involvement across transaction stages
- Coordination with other advisors (legal, tax, financing)
A structured and transparent process
We aim to ensure that every engagement begins with a clear understanding of objectives, scope, and expected outcomes.
- Initial discussion to understand your situation and objectives
- Clear definition of scope and deliverables
- Transparent fee structure agreed upfront
- Regular communication throughout the engagement
Discuss your requirements
If you are considering an engagement or would like clarity on how work would be structured, we would be happy to discuss your situation.