Flexible Engagements

We take a somewhat unconventional approach to financial services. Unlike many of the larger, less flexible financial services firms, we provide the hands-on assistance you need to plan and implement your business and investment strategies. We work with business owners, investors and senior management to build close, long-term relationships, and have gained a reputation for tailored, responsive service.

We only accept engagements where we believe we can add value and assist you achieve results. Accordingly, we have the flexibility to creatively structure compensation arrangements to participate in your success. Compensation is based primarily on the type and scope of the advisory services to be performed, and the size of any related transaction. In keeping with our objective to build long-term relationships with our clients, we may accept a portion of our compensation in the form of equity.

For engagements with contemplated transactions, a significant portion of our compensation typically is earned in the form of a success fee. Such fees are achieved only by gaining a payoff for your company and are intended to assure you that we have a strong incentive for achieving your desired results. A portion of our compensation also comes from a retainer fee and interim payments for meeting certain progress goals.
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