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Frequently Asked Questions

We’ve put together some commonly asked questions to give you more information about us and our services.  If you still have a question and can’t find the answer, please send us an email. Old-fashion phone calls work too. 

Before we provide you with an estimate, we need to understand your needs and situation. We price our services based on the type of services and the overall duration as well as complexity of the work. We are differentiated through quality and value delivered. 

Finding the right partner is essential. We will be happy to discuss your situation confidentially and provide additional information to help you assess and determine whether we are a good match.  It is equally important for us to determine if we can truly help you and your business succeed and deliver the outcome you expect. Our reputation is built on integrity and trust. We are not here to sell and will let you know if we cannot help.   

Protecting our clients’ confidentially is extremely important to us. We are happy to provide client references to you once we have held discussions and have tentatively agreed to the scope of services. we do not divulge any information beyond generalized description about their projects or services rendered.  

Yes. Once we agreed on the terms of the contract, we will send you a mutual non-disclosure agreement. 

We usually work strictly on a fee-for-service basis. But in exceptional cases, we will discount our fees in exchange for an equity stake or percentage sales. 

We are not a lender or private equity firm. We do not act as an intermediary in any financial transaction. That said, we can support your search for funding including market research, preparation of your business plan etc. Through our investor network, we can facilitate introductions to qualified funding sources. We also work closely with other financial services firms that specialize in small business loans.