Stage 1 of 4

Start With a Conversation

Some matters require discussion before they require action. A private advisory conversation provides business owners and senior leaders with a confidential setting to discuss important business matters and consider what may need to happen next. Professional Dialogue • Confidentiality • Objectivity

Choose the level of conversation that best fits your situation

Feature	Private Advisory Session	Extended Advisory Session	Comprehensive Advisory Session
Confidential advisory conversation	✅	✅	✅
Independent professional perspective	✅	✅	✅
Discussion of a defined business matter	✅	✅	✅
Review of information submitted in advance	—	✅	✅
Broader consideration of context and contributing factors	—	✅	✅
Written advisory notes	—	✅	✅
Advisory summary document	—	—	✅
Recommended next steps	✅	✅	✅
Suitable for more complex situations	—	✅	✅
Follow-up clarification discussion	—	✅	✅

Services in this stage

Private Advisory Session

For important business matters requiring independent perspective, professional judgment and decision clarity.

90-Minute Advisory Session

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Extended Advisory Session

For matters requiring broader discussion, additional context and deeper consideration.

120-Minute Advisory Session

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Comprehensive Advisory Session

For more complex situations requiring greater review, analysis and advisory consideration.

150-Minute Advisory Session

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