A free review first, then the right partner.

Your review is free

Our review is free. When you need help carrying out a plan, we refer you to a partner law firm or debt settlement firm, which explains its own fees before you sign. We'll also tell you when doing nothing is the right call.

We don't execute the work ourselves

We help you identify the right path and the right professionals to execute it. For debt negotiation, that's our partner law firm or, when an attorney isn't needed, a partner debt settlement firm, introduced through us. For financing, a commercial loan broker or direct lender. For ongoing financial operations, a fractional CFO or bookkeeper. Our review is free to you.

We give you something you can take with you

Every engagement ends with a written deliverable — a decision framework, a playbook, or a forecast model — that you can execute with us, with your existing team, or entirely on your own. No dependency, no ongoing retainers required.

The engagement process

1. Free 30-minute consultation. Understand your situation and confirm fit.
2. Engagement agreement. No cost to you, a clear plan and a defined timeline.
3. Discovery. We review your financials, debt stack, operating details, and objectives.
4. Analysis. We model your options and build the deliverable.
5. Presentation. We walk you through findings and recommendations in a working session.
6. Handoff. You receive the written deliverable and a list of recommended next steps and professionals (where relevant).