Advisory Services

One engagement. Every discipline.

Three advisory tiers designed around where you are in your exit journey — from early-stage planning through active transaction to post-exit wealth stewardship.

Foundation Phase
Cornerstone Retainer
For business owners 3–7 years from exit. Build the financial and structural foundation now.
$3,000–$4,500
Per month · Annual contract
Included
  • Annual tax preparation and proactive planning
  • Bookkeeping and financial statement review
  • Exit readiness assessment and scoring
  • Entity structure optimization
  • Quarterly advisory calls (60 min)
  • Annual legal health review
  • Financial planning snapshot
What This Delivers
  • Clean financials that build buyer credibility
  • Tax structure optimized for the eventual exit
  • Quarterly visibility into readiness gaps
  • Legal infrastructure reviewed annually
  • Clear picture of personal financial position
Revenue: $1M–$7MTimeline: 3–7 yearsCapacity: 4–8 clients
Active Exit Phase
Transition Retainer
For owners 1–3 years from exit or in an active transaction. Full deal preparation and coordination.
$5,000–$9,000
Per month · Annual contract
Everything in Cornerstone, Plus
  • Annual formal business valuation
  • Comprehensive exit roadmap and timeline
  • Deal structure tax modeling (5+ scenarios)
  • Due diligence prep and data room support
  • Monthly advisory calls
  • Attorney and broker coordination
  • Quality of earnings preparation
What This Delivers
  • Defensible valuation that withstands scrutiny
  • Tax structure optimized before the LOI
  • Every professional working from the same model
  • Data room built to institutional standards
  • Monthly accountability to your timeline
Revenue: $5M–$25MTimeline: 1–3 years or activeCapacity: 4–6 clients
Post-Liquidity
Legacy Retainer
For business owners who have exited and need ongoing tax strategy, wealth optimization, and stewardship.
$12,000–$20,000
Per month + AUM (Year 2+)
Included
  • Ongoing post-exit tax planning
  • Qualified Opportunity Zone advisory
  • Charitable giving and philanthropic structuring
  • Next-acquisition financial analysis
  • Family governance and wealth transfer
  • Monthly 90-minute advisory calls
  • Full wealth management integration
What This Delivers
  • Tax-optimized deployment of exit proceeds
  • Wealth plan reflecting post-liquidity complexity
  • Coordinated tax, estate, and investment strategy
  • Structure for the next chapter
Post-exit: $2M+ investable assetsCapacity: 2–3 clients
Project-Based Engagements

Stand-alone projects — when you need one thing done right.

Fixed-scope engagements with the same analytical rigor. Not every situation requires a retainer.

Business Valuation
Formal opinion — defensible, methodology-driven, built for transactions or strategic decisions.
$6,000 – $25,000
Quality of Earnings
Sell-side QoE that anticipates buyer diligence. Normalizations, adjustments, clean narrative.
$15,000 – $45,000
M&A Tax Structuring
Multi-scenario deal structure modeling with full tax impact analysis.
$8,000 – $25,000
ESOP Feasibility
Full feasibility analysis, preliminary valuation, tax deferral modeling, transaction advisory.
$35,000 – $150,000
Forensic Investigation
Financial forensic analysis for disputes, fraud investigation, hidden asset identification.
$10,000 – $60,000+
Succession Planning
Family business transfer planning, buy-sell structuring, ownership transition roadmap.
$6,000 – $12,000
409A Valuation
Annual IRC 409A safe harbor valuation for equity compensation.
$3,500 – $8,000
Expert Witness
Qualified expert testimony for litigation, disputes, and forensic matters.
$400 – $600 / hour
How It Works

From first call to full engagement.

Every client relationship begins the same way — with a conversation, not a contract.

01

Discovery Call

A 20-minute conversation to understand your business, your timeline, and what matters most. No cost, no obligation, no sales pressure.

02

Diagnostic & Proposal

A brief diagnostic — what we see, what's at risk, and what we'd recommend. Clear proposal with scope, timeline, and fee structure.

03

Onboarding & Deep Dive

A 90-minute kickoff call. Financials, entity structure, tax history, and exit goals reviewed in detail. Document request list and 90-day action plan.

04

Ongoing Advisory

Regularly scheduled calls, proactive analysis, and coordination with your legal and wealth planning team. You'll never wonder what's happening.

Ready?

The best first step isn't a commitment.
It's a conversation.

Tell us where you are in your journey. We'll tell you honestly whether we can help.

Book a Free Discovery Call
20 minutes · No cost · No obligation