General Intake

Whether It Is Your Deal or Your Client's, Start Here

Describe the event and where it stands. I review every inquiry personally and reply with a flat, per-deal quote or an honest no.

• Your deal or a client's: the structure work fits the advisors already on it, and the relationship stays where it is.
• Every engagement is quoted per deal and billed as one flat fee, agreed before work starts.
• No deal lawyer yet? I can introduce you to one from my network.