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Pre-engagement

Prior to accepting a client engagement, we seek to gain a solid understanding of our client's business.  We enter into direct dialogue with key-management or board members via meetings, phone conversations and e-mails.  We visit key operational locations to witness the business working and we review company literature, such as financial results, strategic plans and business alternatives, business plans, press releases and web-sites.  We are happy to sign a standard non-disclosure agreement (“NDA”) first.

We aim to have a broad perspective of our client's business, it’s funding, and revenue model, and, importantly its people and culture.

Based on this understanding we will make an assessment as to whether or not we can help.  You might like us, we might like you, but can we add real value to your business?  Sometimes the answer is no and we would rather not pretend otherwise.

If we believe that we can add real value, we will deliver an Engagement Letter, setting out the basis for our relationship.

 

 

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Last modified: 05/26/05