Business & Deal Advisory

Independent, Deal-Focused Advisory for Real Decisions.

Business & Deal Advisory is designed for businesses, investors, and sponsors seeking experienced, independent input on a specific opportunity.

This is not education and not general coaching. It is a professional advisory engagement focused on helping you evaluate risk, structure decisions, and move forward with clarity.

If you are evaluating a transaction or strategic opportunity and would like to discuss potential advisory support, you may request an initial conversation below.

Who This Is For 

Advisory engagements are appropriate for:

• Independent sponsors evaluating acquisitions
• Operators pursuing growth through M&A
• Investors assessing transaction risk and structure
• Business owners seeking an objective second opinion

This work is best suited for teams that:

• Are evaluating a real, time-bound opportunity
• Need experienced judgment, not templates
• Value independent perspective over confirmation

What Advisory Engagements May Cover

Depending on scope, advisory support may include:

• Opportunity screening and prioritization
• Investment thesis review and challenge
• Risk identification and downside analysis
• Valuation perspective and key sensitivities
• Structuring considerations at a high level
• Decision framing under uncertainty

The emphasis is on judgment, trade-offs, and decision quality — not execution services or back-office work.

How Advisory Engagements Are Structured

All advisory work is:

• Custom-scoped to the opportunity
• Time-bound with defined deliverables
• Confidential and independent

Engagement structures may include:

• Flat-fee project advisory
• Milestone-based support
• Short-term retainers for active transactions

Scope, timing, and fees are agreed before work begins.

What This Is — and Is Not

 This is:

• Independent, deal-focused advisory
• Strategic and analytical input
• A professional services engagement

This is not:

• A course or training program
• One-on-one coaching
• Full diligence execution or transaction management
• A guarantee of deal success or outcomes

Pricing & Engagement Terms

Advisory services are offered by inquiry only.

Pricing depends on:

• Scope and complexity
• Duration and urgency
• Level of involvement required

Fees are discussed after an initial conversation to ensure fit and define scope.

Inquire About Advisory Services 

If you are evaluating a transaction or strategic opportunity and would like to discuss potential advisory support, you may request an initial conversation.

All inquiries are screened to ensure alignment.