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Flexible Finance Expertise for Business Insights and Efficiencies

What can I expect from a free initial consultation?

The free initial consultation typically takes two hours. We begin with an NDA to ensure everyone is protected. We request copies of your standard reports to review ahead of time. We then run through a series of discussion questions to better understand your business, what is going well, and where there may be opportunities for improvement. As we go through this discussion, we explore ideas for projects that can have a major positive impact on achieving your business goals. If we don’t find any, great, things are going well. If we do find an opportunity, we will generate a proposal outlining the details of the project and the benefits. You have no commitment and owe nothing unless and until you accept the proposal.