Every request reaches us — the two people who do the work.

Ongoing work on whatever is actually holding the business back — how it sells, how it is run, who runs it next. Tell us where the constraint is and we will scope a cadence.

How much of the business runs through you, and who could carry it if you were not there. Tell us what would stop, and we will work out what can move off your desk first.

A readiness review of your existing or planned buy-sell agreement — how it is structured, the number it is priced off, and whether either still matches the business.

Tell us about the business and what the number is for, and we'll scope an engagement and a fixed fee. This is a tool-assisted estimate for planning, not a formal appraisal.

One conversation about how the business is actually owned and what happens to it if an owner dies, is disabled, or decides to leave. You leave with it in writing. Nothing to sign.