How We Work Together
A straightforward process designed to get you clear answers — without unnecessary complexity.
Step 1 — Introductory Call (No Cost)
We start with a 20–30 minute call to understand your situation: what you're evaluating, what's driving the decision, and where you'd benefit from independent input. If there's a fit, I'll outline a clear scope and timeline. If I'm not the right resource for what you need, I'll tell you directly.
Step 2 — Scope & Materials
Once we agree on the engagement, you provide the relevant materials — deal packages, pro formas, operating statements, partnership documents, or whatever is applicable. I'll let you know exactly what I need upfront so there's no back-and forth.
Step 3 — Independent Analysis
I conduct my review independently — rebuilding assumptions, stress-testing the numbers, researching the market, and evaluating the risks. This is where 20+ years of operating experience makes the difference: I'm not just checking math, I'm assessing whether the story behind the numbers is realistic.
Step 4 — Findings & Discussion
You receive a written deliverable — whether that's a deal review memo, portfolio assessment, or strategic analysis — along with a live walkthrough where I explain my findings, answer your questions, and discuss the implications for your decision.