Every standard engagement is priced below, ongoing or one-off. Complex and white-label scopes are agreed in writing before any work starts.
Scope and fee in writing within 24 hours of the first call
Filter by what you need. Most of our work is ongoing; fundraising and transaction work follows. If a price is not here, we do not charge it.
Rolling monthly. 30 days notice either way, and no lock-in.
One monthly fee set by complexity. 30 days notice, no lock-in.
Banded on transaction volume. Catch-up and cleanup priced separately, from $0.50 per backlog transaction.
Priced on the filings you owe, never on what you earn. Signed by a licensed CPA firm; billed once, by us.
An analyst by the block, for keeping a model current after handover. From $35 an hour, less 5% at 80 hours and 10% at 160.
Commissioned individually: model, deck, business plan or teaser, each a fixed fee agreed up front.
2 or more built together, priced below the sum of the parts, because they come off one model.
Priced on the work the records and the file need, never a percentage of the transaction.
Priced on entity complexity, never on the valuation reached. Commercial valuation for negotiation and planning.
Priced on the state of the books, never the size of the deal. Diligence-grade analysis with no audit opinion.
Wholesale bookkeeping under your brand, below the retail bands above. Quoted per firm - the rate depends on volume and how much review your team does. No minimum.
Partner detailUSD, fixed in writing and unchanged unless the scope changes. Quoted rather than listed: white-label rates, and catch-up from $0.50 per backlog transaction.
Different work carries different risk. Pricing it all the same way would mean overcharging for some of it and doing the rest badly.
Ongoing advisory has no end date, so we price difficulty. Multi-payer revenue costs more to run than a single product line - that is the tier.
Sometimes you need hands rather than judgment. A named analyst for a set number of hours a month, from $35 an hour, discounted as the block grows.
A defined deliverable with a defined end: a model, deck, plan, valuation or quality of earnings report. If it takes longer than expected, that is our risk.
Most of these are industry norms. We think each one puts the advisor's interest in front of the client's, so we price around them.
One page: what is included, what it costs, when it lands. Signed before anyone starts.
Stated once here rather than buried in 6 different proposals.
Fixed-fee work over $2,000 can be paid in 2 installments, half to start and half on delivery, at no extra cost.
Tell us the scope and we come back with one number and a delivery date. No meeting required, and the quote holds for 30 days.
Request a quoteBring the situation rather than a specification. We will tell you what it needs, what it costs, and where you could spend less.
Book a consultationIf a price here does not make sense for you, we are probably the wrong size of firm for it.
A partner reviews the file. If you only need transactions coded, a freelancer is the right call.
2 partners and a small team: no hierarchy to fund, no hourly meter. What we lack is audit sign-off.
Probably not. One model at $1,250 is usually the whole answer at that stage.
Often, yes. At that size the one-off work usually matters most: a valuation, a QoE report or a model rebuild.
Most companies do not need everything at once, and commissioning in the wrong order wastes money.
One call, then a scope and a fixed fee within 24 hours.
30 minutes with a partner on what you actually need first.
In writing within 24 hours, with the tier or band recommended and explained.
The scope stands for 30 days. No sequence and nobody chasing you.
