Client Intake
Our Advisory Calendar Is Currently Full
Each client we accept receives the sustained, personal attention of our senior team for the full 12 to 18 months of an engagement. We protect that commitment by declining new work whenever our capacity is spoken for, and at present it is.
We do keep a short list of business owners whose companies and timelines align closely with how we work. If you would like to be considered, please complete the intake below. Every submission is reviewed personally. As capacity opens, we contact the owners whose circumstances best fit our practice to arrange a discovery conversation.
Before you begin
- Set aside 45 to 60 minutes. Your progress is saved in this browser as you go.
- Keep your last three years of financial statements within reach. We ask for specific figures.
- Where you must estimate, say so. A candid estimate is more useful to us than a confident guess.
- Incomplete, generic, or internally inconsistent submissions are not reviewed.
- Everything you share is held in strict confidence and is never shared with buyers or third parties.
Thank you. Your intake has been received.
We review every submission personally. If your business is a fit and capacity allows, we will contact you to arrange a discovery conversation. We do not send automated follow-ups.